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JOSH FELMAN
India’s growth looks strong on paper, but demand tells another storyThe recent rebasing of India's GDP has ignited a lively discussion among economists. Although official statistics indicate a boost in genui...- Union Budget 2026: What is the 'Four Balance Sheet Challenge,' and is India still struggling with it?Four Balance Sheet Challenge issue was hughlighted by a paper. India's economy has overcome significant financial stress. Now, Finance Mini...
- What is the 'Four Balance Sheet Challenge,' and is India still struggling with it?India's economy, once burdened by a "Four Balance Sheet Challenge" involving banks, infrastructure companies, NBFCs, and real estate firms,...
- Arrey brother, why bother? The economy’s doing too well to make attempting radical change worthwhileRadical changes are unavoidable for a bankrupt country, as India was in 1991. But not for a country averaging 6.5-7.0% GDP 'miracle' growth...
- Modi plans post-election reforms to rival Chinese manufacturingIndian Prime Minister Narendra Modi is planning business-friendly measures if he secures a third term, aiming to boost domestic manufacturi...
- Govt looks to change base year for major economic gauges to FY23, revamp of key datasets also being plannedThe base year provides a reference point for measuring changes in economic variables and comparing relative performances of indicators over...
- What is the four balance sheet challenge?The roots of India's Four balance sheet challenge can be traced back to the Twin balance sheet problem. Subramanian discussed the twin bala...
- View: The fight for India’s 1.4 billion consumers is a fixed matchIndia’s embrace of capitalism may have brought the country a higher rate of economic growth than in its pre-1990s socialist past, but secto...
- India and China — a 2023 tale of two marketsThe world’s second-largest economy has seen equities slump by two-fifths since June 2021, thanks to Beijing’s isolationist Covid-19 policie...
- The Mukesh Ambani-Gautam Adani rivalry is about to get intenseIn the latest sign of their coalescing orbits, the Adani Group has discussed the idea of buying a stake in Saudi Aramco from the oil-rich k...
- View: Will India's self-reliance stance prove to be a costly mistake?Team Modi has done a decent job providing physical and digital infrastructure as well as basic services like cheap housing, electricity, wa...
- How to get India out of this frustrating and complex recessionIndia has entered a major economic slowdown. The growth number understates the magnitude of the slump.
- View: FM needs to restore RBI’s independence, and sternly balance her BudgetIt is the central government, and its financier, the Reserve Bank of India. Sitharaman had budgeted for a generous fiscal deficit, and form...
- What Arvind Subramanian meant when he talked of India's Four Balance Sheet challengeSubramanian discussed the twin balance sheet challenge in great detail in the Economic Survey of 2016-17.
- Market Movers: What changed for D-Street while you were sleepingHere’s breaking down the pre-market actions.
- View: Four economists argue for Arun Jaitley against Urjit Patel on RBI reservesRBI has excess reserves of Rs 5 lakh crore, and maybe Rs 7.9 lakh crore, which can be put to better use.
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