Rajeev Malik

Raghuram Rajan has work to do, in order to broaden and cement his legacy

Proponents of early monetary easing are poised to be disappointed

A wider fiscal deficit despite higher divestment will be a disappointing beginning

Growth-inflation balance is delicately positioned and requires surgery rather than more Botox

The new government will be closely watched for its approach towards the multi-pronged hit from the poor monsoon

The new prime minister should learn from the mistakes of the current government and pay more attention to inflation

A poor-quality fiscal correction will allow a suboptimal fiscal-monetary mix to persist, although that's a big hurdle for economic recovery

Indian policymakers have no room for complacency even if there's a marginal improvement in growth-inflation dynamics

The role of global factors in accelerating India's growth to unprecedented levels continues to be worryingly underappreciated

Policy myopia should be reversed to lower economic uncertainty, which will encourage sustained unlocking of India's potential

Raghuram Rajan's signal of a neutral stance is at odds with concerns about inflation and markets' revised expectation of more increases in the repo rate

A misguided approach to salvage near-term growth has not only hurt growth but also compromised macro stability

The desperate interest rate defence won't prevent rupee depreciation but will delay and weaken economic turnaround

The rupee's misunderstood fall is far from over despite some near-term respite

India appears ill-prepared to deal with a reversal in exceptionally easy global liquidity conditions

The RBI's idiosyncratic focus on wholesale price inflation at the expense of retail inflation is a serious policy error

Local and external factors are coming together to trigger another outsized depreciation of the rupee

The Budget's fuzzy maths and poor-quality fiscal correction will compromise the much-needed macro recalibration

Preventing managed rupee depreciation is a key internal inconsistency in the finance minister's economic prescription

How can the central bank governor deliver appropriate monetary policy when he can't even get the deputy he wants