Chetan Ahya

The writer is chief Asia economist, Morgan Stanley

The writer is chief Asia economist, Morgan Stanley

Read Less

Stories by the author

• How to regain funds & frolic: India’s capex push needs savings, competitiveness and global capital flows to align

  
  01 Jun 2026 12:54 AM IST
• Make the bright spot brighter: India is Asia’s top investment bet, but jobs & reforms remain key hurdles

  
  30 May 2025 11:39 PM IST
• Can India achieve double-digit growth and create enough jobs in the next decade?

  
  29 Jan 2025 11:10 PM IST
• China must boost consumption to escape debt-deflation loop and better nominal GDP growth

  
  28 Oct 2024 10:59 PM IST
• China needs to boost consumption, lift nominal GDP, & stabilize debt-to-GDP ratio to break debt-inflation loop

  
  29 Aug 2024 10:49 PM IST
• Big plate of supply-side up: Why economies can’t redistribute their way to prosperity

  
  6 mins read12 Jun 2024
• What makes India's economy more resilient than rest of the world

  
  6 mins read5 Jun 2023
• View: RBI policy should be contingent on recovery, inflation and Omicron, not US Fed behaviour

  
  6 mins read23 Dec 2021
• A longer slowdown ahead for India: Morgan Stanley

  
  25 May 2012 09:35 AM IST
• Govt must cut deficit to retain meaningful policy options

  
  23 Jan 2012 04:28 AM IST
• To prevent an extended slowdown

  
  26 Sep 2011 08:08 AM IST
• Easing of monetary tightening would have to wait till inflation is tamed

  
  18 Jul 2011 04:00 AM IST
• How should India avert the coming slowdown

  
  27 Jun 2011 12:15 PM IST
• How should India avert the coming slowdown

  
  27 Jun 2011 12:15 PM IST
• Inflation challenge remains alive

  
  05 May 2011 08:17 AM IST
• The origin of India's inflation problem

  
  10 Feb 2011 06:55 AM IST
• India's fetish for gold

  
  20 Dec 2010 07:42 AM IST
• India's inflation: Structural or cyclical?

  
  22 Nov 2010 01:26 AM IST
• Inflation & deficit may rise if capital inflows spike up

  
  25 Oct 2010 02:04 PM IST
• Current account deficit too wide

  
  20 Sep 2010 05:57 AM IST
• The importance of capital inflows

  
  27 Jul 2010 05:40 AM IST
• Beware, 2010 is not 2004!

  
  21 Jun 2010 06:00 AM IST
• Sovereign debt risk: Impact on Asia

  
  17 May 2010 04:46 AM IST
• Bank credit growth to spike up

  
  19 Apr 2010 05:50 AM IST
• Inflation remains a strong threat

  
  22 Mar 2010 03:40 AM IST
• Increasing inflation risks in Asia

  
  15 Feb 2010 06:24 AM IST
• Moving to the A of POTA cycle

  
  18 Jan 2010 03:47 AM IST
• Tracking India’s talent supply

  
  21 Dec 2009 02:33 AM IST
• Banking sector: Ready for a new cycle

  
  16 Nov 2009 02:11 AM IST
• Time to address the fiscal problem

  
  19 Oct 2009 03:48 AM IST
• Worldwide recovery likely to be square root-shaped than V-shaped

  
  14 Sep 2009 02:08 AM IST
• Can domestic demand lift the burden of rebalancing in Asia?

  
  24 Aug 2009 07:45 AM IST
• Divestment: Missing the big picture?

  
  20 Jul 2009 03:13 AM IST
• A hope for a new beginning

  
  02 Jun 2009 12:26 AM IST
• Capital inflows; a critical macro link

  
  10 Nov 2008 04:00 AM IST
• Major slowdown in investment cycle ahead

  
  01 Sep 2008 12:50 AM IST
• It's not just their problem

  
  04 Apr 2008 12:00 AM IST
• Time for a meaningful cut in lending rates?

  
  28 Jan 2008 10:15 AM IST
• The 250-bn dollar question of capital inflows

  
  26 Nov 2007 08:15 PM IST
• Asia's decoupling test amid slowing US consumption growth

  
  08 Oct 2007 02:49 AM IST
• Subprime, risk aversion & India

  
  03 Sep 2007 02:17 AM IST
• The $1 trillion excess liquidity tide

  
  21 May 2007 12:28 AM IST
• Overheating: 1993-96 redux?

  
  12 Mar 2007 12:03 AM IST
• The retail supply chain revolution

  
  07 Dec 2006 12:14 AM IST