Investors need to ask some basic questions before betting in the markets on the Gujarat model's national success
Far from introducing clarity to monetary policy, the RBI's latest action just deepened uncertainty
The RBI's strategy to feed dollars to oil marketing companies directly from its dwindling reserves is not sustainable
With the US fiscal impasse discouraging the Fed's taper programme, India has a window of opportunity to get its macroeconomic house in order
Now that the link between growth and headline inflation has been cut, the RBI needs to retain some discretion to boost growth
Will it be gentle or aggressive? Analysts are busy calculating the risks associated with the US Fed's quantitative easing programme
The author explains how the government could make a real difference in the financial markets
It's in the same boat as other emerging markets with current account deficits, but the recent capital-raising measures may help
The RBI's choice to strangle liquidity in order to target the exchange rate is self-defeating
Measures to defend the rupee have created another set of problems
The response by the finance ministry and the RBI to the churning in financial markets is mature
Japan's version of QE3 means that the yen has re-emerged as a heavyweight 'carry' currency
The implications of phasing out quantitative easing for India may be far from disastrous
Its line on any fiscal help is getting harder in the run-up to the elections
Recent data suggest that India's macroeconomic situation is looking up
The bail-in/bail-out package raises more questions
Banks seem hesitant to cut interest rates on loans, which doesn't make too much sense
The inverse relation between dollar movements and risk soon change
As the central bank suggests ending or at least tapering the current QE3 programme, emerging markets need to start adjusting to lower inflows