Dharmakirti Joshi

Consumption tailwinds

A raft of factors can whet spending propensity

Using GST as consumption proxy

Unlike private consumption data, GST can provide real-time insights into consumption patterns, economic activity, and state-wise variations

Investments must stand before they can run

Key flank of India's growth gambit runs into the knock-on effects of the Russia-Ukraine war

Will Mint Road trim or slash this time?

Expect no rate cut in FY15

Dharmakirti Joshi: Will the happy tidings on inflation last?

RBI's target of eight per cent CPI inflation by January 2015 looks achievable but forecasting the inflation trajectory is still risky business

Dharmakirti Joshi: What a hard landing for the manufacturing sector means

The sector's ability to absorb labour has eroded because of anaemic growth and cost-cutting pressures. If this slowdown continues for a protracted period, creating jobs will become an insurmountable t

South Asia's growth-inflation dilemma

The top priorities for India, Sri Lanka, Pakistan and Bangladesh should be reforms and higher investments to break free of this trap

Another data surprise

Still cautious on inflation