Page 11 - Economy & Policy Analysis

Inflation woes: Here's how experts have interpreted CPI, WPI numbers

Most experts say the numbers are worrisome and can dent the economic recovery going ahead. Here's how economists at leading brokerages and research houses have interpreted the numbers

Crude oil's fate could be in hands of commodity supercycle

OPEC+ will have an important say in how the oil supercycle plays out. Oil prices are now at a level that could bring at least the smaller US operators back and even start to tempt renewed longer-cycle

Monetary policy will continue to have role in supporting fiscal stimulus

The MPC will keep the policy repo rate on hold, unanimously, despite the prospect of a drop in CPI inflation to 5 per cent in Q4 and then likely to average 4.5 per cent in FY22

Top headlines: Budget leaves investors richer, RIL-Future deal hits hurdle

Amazon founder Jeff Bezos will step down as the chief executive officer in the third quarter of 2021, the company said on Wednesday. Read top news with Business Standard

Capital outlay should support a higher pace of GDP expansion in FY22

The fiscal deficit of the government of India has increased sharply to 9.5 per cent of GDP in the Revised Estimates for FY21, relative to the budgeted target of 3.5 per cent

Headwinds to exports raise fears of stifled India growth story

The problems of moving cargo to the destinations continue. Containers are not easily available in time as there aren't enough vessels sailing to and from India

Economic survey 2020-21: Promise of a counter cyclical fiscal stance

While this will mean material deviation from the FRBM road map, we feel that a decisive and credible stance on near-term fiscal deficit and FRBM targets is the need of the hour

Economic Survey 2020-21 prioritises growth over fiscal consolidation

India's recovery can be faster than many other economies if the budgetary allocations are appropriately prioritized, writes D K Srivastava.

Economic Survey tries hard to dispel stigma of overusing fiscal policy

Given the government's cautious fiscal response to the pandemic so far, it seems unlikely that it will drop the ball on consolidation in the upcoming Budget

Supreme Court order on farm laws: None to praise and very few to love it

The order illustrates the axiom, that Indian judiciary's idea of justice is that when two people fight in court over a 100 rupee note, the judge tears it up into two and gives each person a half

No surprises in first advance estimate of GDP, govt expenditure crucial

Rural economy is helping consumption demand, but it is inadequate to compensate for the loss of urban demand.

2020: A year of coronavirus, consolidation and claims for non-life insurers

Industry officials are of the view that with the Covid-19 pandemic still evolving, it is difficult to predict the extent of impact on the sector.

The power of forward guidance

The point of dissonance is, however, regarding the surplus liquidity sloshing around the banking system and the fear that it might endanger financial stability

Macro backdrop calls for status quo on rates

The MPC in all likelihood would keep the repo rate unchanged at 4 per cent, extending the pause from its August and October meetings and reiterating the accommodative stance

India Inc sees a faster return to pre-Covid profits than other countries

A majority of Indian businesses intend to increase financial investment in their business over the next year, notably higher than the global average.

GDP data: Contraction can be ignored, but pre-Covid declining trend irksome

While the country is now technically in a recession with two successive quarters of negative growth, it should not be worrisome as this is the case across the globe with China being the only exception

Indian GDP to contract by 7-9% in FY21; Q2 numbers a positive surprise

Despite the base effect, agriculture and allied activities maintained a steady growth of 3.4 per cent in Q2 FY2021

FMCG industry sees signs of recovery in September quarter: Nielsen

Rural areas continued to drive growth for the FMCG sector.

The payment woes of the Municipal Corporation of Greater Mumbai

Reports suggest that contractors and vendors could set off their dues, such as property tax and penalties imposed by MCGM, using credit notes

RBI's out-of-the-box solutions may strengthen India's banking sector

Whether YES Bank, PMC Bank or LVB, year 2020 has seen the regulator taking market-oriented solutions to rescue failed banks