Dhananjay Sinha

Co-Head of Equity & Research, Systematix Group

He comes with over 20 years of research experience in the areas of macro economies and financial markets research, including equities, fixed income, commodities and currencies. Sinha has successfully ...

He comes with over 20 years of research experience in the areas of macro economies and financial markets research, including equities, fixed income, commodities and currencies. Sinha has successfully extended his macro research work towards application-oriented themes covering automotive, rural, and real estate sectors among others.

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Stories by the author

• El Niño and geopolitical tensions cloud India’s rural economy: A somber 2026 outlook

  
  21 Apr 2026 09:35 AM IST
• Trump’s trade tweet hands India tariff relief, but at a strategic cost

  
  03 Feb 2026 05:48 PM IST
• India’s shrinking middle-class debate, why is it ruffling feathers?

  
  29 Oct 2024 01:42 PM IST
• RBI MPC: Hold your horses!!!

  
  10 Oct 2024 12:22 PM IST
• RBI’s steeplechase with cyclical and structural hurdles

  
  09 Aug 2024 02:09 PM IST
• A 60% fall! Does falling FDI call for policy recalibration?

  
  14 Jun 2024 01:20 PM IST
• General elections 2024: A weaker mandate to impel policy reset

  
  05 Jun 2024 01:50 PM IST
• Reality behind the 8.2% FY24 GDP growth is not as robust

  
  03 Jun 2024 02:31 PM IST
• The emerging fiscal constrictor knot & tightening logjam for market

  
  28 May 2024 01:40 PM IST
• Why is the Q3 GDP surprise not surprising?

  
  03 Mar 2024 02:51 PM IST
• RBI’s warning on exuberant retail lending has deeper dimensions

  
  27 Jan 2024 03:57 PM IST
• Decoded: RBI attacks possible evergreening of NPAs by lenders via the AIF route

  
  21 Dec 2023 11:51 AM IST
• Households in recession while the economy booms

  
  12 Dec 2023 10:47 AM IST
• RBI guards against contagion risk from exuberant retail lending. 5 key takeaways

  
  23 Nov 2023 05:44 PM IST
• RBI wakes up to the systemic risk from exuberant retail lending

  
  17 Nov 2023 12:25 PM IST
• The enervating Goldilocks presumptions: 7 takeaways for Indian markets

  
  04 Oct 2023 01:14 PM IST
• Is the fiscal heading for a Catch-22 logjam?

  
  13 Sep 2023 10:57 AM IST
• India sees FII inflow of USD 11.4 bn since March; will it sustain?

  
  10 Jul 2023 11:06 AM IST
• Fed unmoved by bank implosions, dashing fears of contagion

  
  23 Mar 2023 03:04 PM IST
• RBI joins other central banks to dislodge market complacency

  
  14 Feb 2023 02:35 PM IST
• Unrealistic targets? 6 reasons why Sitharaman's Budget may be too optimistic

  
  02 Feb 2023 12:45 PM IST
• Dollar weakening a short-term respite for INR; could depreciate to Rs 85-86

  
  01 Feb 2023 08:15 PM IST
• Is India back to managing macro-stability?

  
  02 Jul 2022 04:17 PM IST
• Is the market near capitulation? Here’s what 3 decades of data suggests

  
  24 Jun 2022 03:58 PM IST
• FOMC Review: What forced US Fed to adopt restrictive path

  
  16 Jun 2022 12:37 PM IST
• A decline in steel prices can imply de-rating of steel stocks

  
  25 May 2022 01:51 PM IST
• US Fed to carry out more rate hikes, RBI may need to follow suit

  
  07 May 2022 11:34 AM IST
• Fed’s steep rate normalisation path will push RBI also into action

  
  18 Mar 2022 01:30 PM IST
• Ukraine invasion compounds Fed task, raises threat of recession

  
  27 Feb 2022 12:18 PM IST
• Union Budget hopes for private sector capex revival: Will it fructify?

  
  03 Feb 2022 01:13 PM IST
• View: Why ​India’s illusory V-shaped rebound shouldn't prompt premature fiscal conservatism

  
  23 Jan 2022 05:11 PM IST
• Fed’s lift-off guidance shallow, trajectory may need to be recalibrated

  
  16 Dec 2021 04:37 PM IST
• Interest rates are headed higher despite RBI’s stance

  
  08 Dec 2021 08:42 PM IST
• India’s growth is still on a modest recovery path

  
  02 Dec 2021 10:21 PM IST
• How inflation control measures by the US may impact FII flows to India

  
  12 Nov 2021 03:23 PM IST
• How rising global inflation is hastening rise in risk-free rates

  
  27 Oct 2021 09:11 PM IST
• India’s blackout risk is rooted to supply management issues

  
  13 Oct 2021 08:08 PM IST
• Joe confirms QE tapering, but veils it with artful dovishness

  
  28 Aug 2021 04:51 PM IST
• RBI more convinced about transient inflation than others

  
  06 Aug 2021 09:28 PM IST
• Is India finally seeing emergence of private investments?

  
  23 Jul 2021 09:38 PM IST
• CPI, IIP prints improve hopes of a better H2

  
  12 Sep 2019 09:38 PM IST
• Expecting too much, too quickly! PSU banks told to regroup, revive & deliver at the same time

  
  31 Aug 2019 11:55 AM IST
• RBI worked hard to deliver the bonanza to govt & how!

  
  30 Aug 2019 12:52 PM IST
• RBI reserve bonanza a shortlived palliative unless accompanied by reforms

  
  02 Jul 2019 02:50 PM IST
• Falling risk-free yields show stocks rally won’t replicate 2014-15 bull run

  
  05 Jun 2019 12:16 PM IST
• GDP growth drops below 6%; can counter-cyclical response really help?

  
  01 Jun 2019 10:27 AM IST
• Mandate 2019 is for Modi 2.0 to deliver on unfulfilled promises

  
  23 May 2019 06:19 PM IST
• Why it may be premature to cheer the surge in April GST collection

  
  02 May 2019 11:16 AM IST