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Author: John Davis

Gold Shines Bright in RBI’s FY25 Balance Sheet

Posted on 29 May 202529 May 2025 by John Davis

The Reserve Bank of India (RBI) expanded its balance sheet by 8.2% in FY25, reaching ₹76.25 lakh crore, up from ₹70.48 lakh crore the previous year. This steady growth underscores the central…

Why Elon Musk Ditched Trump?

Posted on 29 May 202529 May 2025 by John Davis

Elon Musk’s abrupt exit from Donald Trump’s administration in May 2025, after serving as a senior advisor and head of the Department of Government Efficiency (DOGE), marks a dramatic unraveling of a…

Opinion| US is faltering and Indian markets may feel the heat too

Posted on 21 May 202521 May 2025 by John Davis

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…

Is Now the Time to Bet on Indian Stocks? A Contrarian’s Take

Posted on 20 May 202520 May 2025 by John Davis

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

Posted on 13 May 202513 May 2025 by John Davis

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

Posted on 13 May 202513 May 2025 by John Davis

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

Posted on 7 May 20257 May 2025 by John Davis

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

Posted on 6 May 20256 May 2025 by John Davis

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?

Posted on 3 May 20253 May 2025 by John Davis

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

Posted on 28 April 202528 April 2025 by John Davis

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…

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