The United States, long the bedrock of global economic stability, is grappling with a fiscal crisis that’s sending ripples across the world, including to India’s vibrant but volatile stock markets. On May…
Author: John Davis
Is Now the Time to Bet on Indian Stocks? A Contrarian’s Take
The Indian stock market, often hailed as a beacon of growth in the emerging markets universe, is at a crossroads in May 2025. With the Sensex and Nifty 50 reeling from their…
Inflation’s Slide to a Six-Year Low Puts Sanjay Malhotra in the Hot Seat
The April 2025 Consumer Price Index (CPI) figure of 3.16% stopped me in my tracks. It’s the lowest since July 2019, down from 3.34% in March, driven by a sharp cooldown in…
Opinion: A Bountiful Monsoon Could Cool Inflation and Prompt RBI to Rethink Rates
A robust monsoon is a godsend for India’s agriculture-driven economy. With the India Meteorological Department (IMD) forecasting bountiful rainfall, Ind-Ra projects a 4% year-on-year growth in agricultural gross value added (GVA) for…
Why the Indian Rupee Fell to 84.62
On May 7, 2025, the Indian rupee opened 19 paise lower at 84.62 per US dollar, a notable slide from its previous close of 84.43. This depreciation, though modest in absolute terms,…
Opinion | Who Approved the Crores Spent on ‘India@100’? Union Bank Owes Answers
The recent controversy surrounding the bulk purchase of the book India@100, authored by former Chief Economic Adviser K.V. Subramanian, has put Union Bank of India squarely in the spotlight—and not for the…
How free is India’s press?
On World Press Freedom Day, celebrated annually on May 3, the world pauses to honor the vital role of a free and independent media in sustaining democracy. Yet, in India, the self-proclaimed…
How to save India’s Cooperative Banking System
The Rs 122-crore embezzlement at New India Co-operative Bank, where a former chairman and general manager allegedly siphoned funds to overseas entities and pilfered cash from vaults, is a stark reminder of…
What is Pahalgam terror fallout on India and Pakistan economies?
The massacre in Pahalgam’s Baisaran meadow on April 22, 2025, where 26 lives, mostly tourists, were extinguished by The Resistance Front, a Lashkar-e-Taiba proxy, has cast a long shadow over the subcontinent….
The RBI’s LCR Shake-Up: What’s worrying the mighty regulator?
The Reserve Bank of India, under Governor Sanjay Malhotra, has just sharpened its Liquidity Coverage Ratio (LCR) framework, a move that’s as pragmatic as it is urgent. Finalized on April 21, 2025,…