Janak Raj

RBI's forex market action vital, but rupee must not appreciate further

FIIs started withdrawing from the Indian equity market from September 25 - a day after the People's Bank of China introduced the monetary stimulus

Can China navigate the storm? New economic hurdles may test resilience

While it has successfully weathered economic challenges before, this time is different

Managing inflation: RBI's MPC has faced external challenges since inception

It is important to ensure that headline inflation is aligned with the target, which will further enhance the credibility of the FIT framework

Root of C-D mismatch: Major banks aren't competing for savings deposits

The savings bank deposit interest rate was the last one to be deregulated by the RBI after all other interest rates were deregulated

Inflation targeting without food is no solution

While the interests of famers need to be protected, it would further complicate monetary and macroeconomic management

The worrying trend in household savings

With the share of physical assets rising, the responsibility to free up resources to fund corporate capex shifts to the government

A call for greater focus on revenue side

Government must strategically expand the fiscal space to face any exogenous shocks

Getting India's growth priority right

To catch up with peers, not only in size but also in per capita income, India must focus on health and education