Research Desk - SBI In the News
Research Desk
Union Budget
- Union Budget 2026-27 Analysis (9.8 MB)
- Union Budget 2025-26 Analysis (3.3 MB)
- Union Budget 2024-25 Analysis (Unknown Size)
- Interim Budget 2024-25 Analysis (795 KB)
- Union Budget 2023-24 Analysis (865 KB)
- Union Budget 2022-23 Analysis (2.3 MB)
- Union Budget 2021-22 Analysis (11.8 MB)
- Union Budget 2020-21 (3.1 MB)
(9.8 MB)Ecowrap
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23.10.2026: “FROM DIVERGENCE TO CONVERGENCE IN RBI POLICY COMMUNICATION”(496 KB)
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21.10.2026: “MPC minutes for October reveal a distinctive twist”(913 KB)
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15.10.2026: “MORE POLICY STEPS MAY BE WARRANTED BY THE GOVERNMENT AND RBI TO SUPPORT RUPEE”(621 KB)
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12.10.2026: “CPI INFLATION LIKELY TO PEAK AT 6.7%-6.8% IN NOV”(661 KB)
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12.10.2026: “RBI UNVEILS A BAZOOKA: RUPEE LIKELY TO TEST 94.50 LEVELS IN SHORT TERM”(661 KB)
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09.10.2026: “IT’S TIME FOR LOUDER ACTION BY THE RBI IN TANDEM WITH THE GOVERNMENT”(661 KB)
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02.10.2026: “Prelude to MPC Meeting: October 5-7, 2026 Amidst”(1 MB)
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30.09.2026: “The State of Higher Education in India since 2014”(1 MB)
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11.09.2026: “FIRST RATE HIKE OF 25 BPS IN OCTOBER 2026”(761 KB)
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08.09.2026: “Explaining the missing adjustment of Rs 6 lakh crores in Nominal GDP”(760 KB)
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02.09.2026: “FY27 Q1 GDP GROWTH REVISIONS ARE PART & PARCEL OF GDP NUMBERS”(1 MB)
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31.08.2026: “FY27 SBI GDP GROWTH FORECAST IS NOW REVISED TO 7.3% FROM EARLIER 6.6%”(1 MB)
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24.08.2026: “MONETARY POLICY TRAPPED IN “CHALK OR CHEESE” PROBLEM” (1 MB)
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12.08.2026: “CPI JULY INFLATION PRINT IN LINE WITH EXPECTATIONS” (565 KB)
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05.08.2026: “RBI POLICY STATEMENT REINFORCES NO RATE HIKES IN FY27”(561 kB)
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01.08.2026: “Prelude to MPC Meeting: August 3-5, 2026”(1 MB)
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24.07.2026: “EXCESSIVE OBSESSION WITH GST COMPENSATION CESS!(581 KB)
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07.07.2026: “Viksit Bharat Demands Comprehensive Review of PSL Guidelines” (448 KB)
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02.07.2026: “The story of India’s declining oil intensity” (905 KB)
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01.07.2026: “F.E.D. Confidential: Confidential Fearless, Enigmatic and Defiant” (887 KB)
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22.06.2026: “MPC Minutes indicate heightened uncertainty/cautiousness among members” (1 MB)
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17.06.2026: “ NFHS-6 Survey Results reveal material progress over a period of 3 years” (696 KB)
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12.06.2026: “CPI INFLATION STILL BELOW 4% BUT EXPECTED TO PEAK IN OCTOBER” (696 KB)
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09.06.2026: “$55-65 BILLION INFLOW WILL PUSH RUPEE ~92/$ & BOP TO SURPLUS IN FY27” (582 KB)
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06.06.2026: “INDIA’S FY26 GDP AT 7.7%; Q4 THROWS A PLEASANT SURPRISE AT 7.8%” (494 KB)
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05.06.2026: “RBI MPC POLICY: REFORMS, REWARDS & RESILIENCE” (492 KB)
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15.05.2026: “RUPEE CANNOT ACT AS A FURTHER SHOCK ABSORBER” (572 MB)
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13.05.2026: “GOLD LOSES SPARKLE: CUSTOM DUTY HIKED TO 15%” (560 MB)
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12.05.2026: "CPI INFLATION IS STILL WAITING FOR THE IMPACT OF WEST-ASIA CRISIS " (682 KB)
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11.05.2026: "Q4 FY26 GDP could be healthy ~7.2% & ~6.6% in FY27Growth " (1 MB)
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06.05.2026: "ECLGS 5.0 COULD POTENTIALLY BENEFIT AN ELIGIBLE 1.1 CRORE MSME ACCOUNTS " (634 KB)
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27.02.2026: "CPI new series is a veritable storehouse for robust data-based policy signals” (2.3 MB)
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27.02.2026:"ECONOMY EXPANDED BY 7.3% ON AN AVERAGE DURING FY24-FY26” (748 KB)
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21.02.2026:"LEANING INTO THE WIND:US SUPREME COURT SCRAPS US TARIFF” (470 KB)
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16.02.2026:"The puzzle of Currency in Circulation (CiC) at all time high” (1003 KB)
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12.02.2026:"CORE INFLATION DECLINES TO 3.4% IN NEW SERIES” (458 KB)
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06.02.2026: "ADDRESSING MARKET MICROSTRUCTURE MUST BE A FOCUS NOW:POLICY” (337 KB)
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04.02.2026:"Prelude to MPC Meeting: Feb 4 to 6, 2026” (1.1 MB)
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03.02.2026: "India-US Trade Deal18% tariff on goods trade is finally a reality” (616 KB)
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29.01.2026: "RECOMMENDATIONS OF THE EXPERT GROUP ON REVISED CPI PLACED IN PUBLIC DOMAIN” (245 KB)
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28.01.2026: "NEED TO INNOVATE ON OMO MANAGEMENT AS A BETTER SIGNALLING DEVICE” (1.1 MB)
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19.01.2026: "India set to transition to Upper Middle-Income Country by 2030” (565 KB)
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12.01.2026: "Indian Banking Sector: A Trend Analysis” (1.2 MB)
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30.11.2025: Prelude to MPC Meeting: Dec 3 to 5, 2025 (1.0 MB)
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28.11.2025: GDP Expanded by 8.2% in Q2FY26 and expected to grow at 7.6% in full year 7.6% (511 KB)
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22.11.2025: SLOW, NOT SLUGGISH: TRADE IS LIKE WATER (437 KB)
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17.11.2025: Liquidity and communication need constant fine tuning though (787 KB)
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13.11.2025: CPI INFLATION AT ALL TIME LOW OF 0.25% IN OCTOBER 2025 (356 KB)
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05.11.2025: COMING OF (A TURBULENT) AGE: THE GREAT GLOBAL GOLD (865 KB)
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29.08.2025: “Q1FY26 GDP GROWTH SURPRISES AT 7.8%: FY26 GDP GROWTH MAY BE CLOSER TO 6.5%” (439 KB)
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26.08.2025: “TARIFF DIPLOMACY: NEGOTIATION SHOULD HOLD THE KEY” (728 KB)
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21.08.2025: “Initial estimates showcase Q1 FY26 GDP could be at ~6.8%-7.0%” (881 KB)
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12.08.2025: “CORE CPI INFLATION (EXCLUDING GOLD) DIP BELOW 3%” (537 KB)
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08.08.2025: "TARIFF DIPLOMACY: NEGOTIATION, KEEPING PRIDE INTACT IS THE WAY FORWARD” (671 KB)
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03.08.2025: “Prelude to MPC Meeting: August 4-6, 2025” (921 KB)
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23.05.2025: “A BUMPER DIVIDEND TRANSFER AT RS 2.7 LAKH CRORES EASES FISCAL POSITION” (410 KB)
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21.05.2025: “Initial estimates showcase Q4 FY25 GDP could be ~6.4%-6.5%” (681 KB)
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07.05.2025: “INDIA-UK FTA: RECALIBERATING TRADE DIPLOMACY IN A MULTIPOLAR ECONOMY” (302 KB)
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05.05.2025: “Accelerated Rate Cuts to upend the shifting Contours of Credit-Deposits Wedge” (547 KB)
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26.03.2025: “Revised Priority Sector Lending (PSL) Norms should help the Economy, Beneficiary Sectors as also Financial Institutions” (472 KB)File (472 KB)
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20.03.2025: “Inter-regional Inflationary Disparity Warrants Novel Steps for Convergence” (576 KB)
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17.03.2025: “US economy heading towards (un)exceptionalism” (1.7 MB)
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12.03.2025: “CPI INFLATION AT 3.6% IN FEB 2025 WITH HOLY MAHA KUMBH HAVING SOBERING IMPACT ON ITEMS LIKE GARLIC CONSUMPTION (866 KB)” (866 KB)
- 12.06.2024: “Consumer Expenditure Survey shows…Nearly equivalent increase, over the decade, across fractile classes in MPCE spanning both rural as also urban areas with a sharp reduction in gap between top and bottom fractiles in urban areas in particular” (645 KB)
- 07.06.2024: “RBI MAINTAINS STATUS QUO THOUGH DIVERGENCE BECOMING PRONOUNCED: LIQUIDITY MANAGEMENT CRUCIAL: WE FACTOR IN THE FIRST RATE CUT IN OCTOBER 2024" (332 KB)
- 05.06.2024: “Prelude to MPC Meeting: The Rise of the ‘Collateral’ risks globally” (816 KB)
- 28.02.2022: “FY22 REAL GDP ESTIMATES ARE HIGHER BY RS 18,000 CRORES THAN BUDGET ESTIMATES: HIGHER NOMINAL GDP EATING AWAY GOVERNMENT DEBT, DANGERS OF INFLATION ARE MANY” (350 KB)
- 25.02.2022: “CRUDE PRICE DECLINE COULD BE EVEN SHARPER THAN THE RISE: INFLATION REMAINS A THREAT THOUGH CURRENT CPI DATA METHODOLOGY” (502 KB)
- 18.02.2022: “DECODING GROWTH AGAINST CONFLICTING SIGNS WITH Q3FY22 GDP PEGGED AT 5.8%, FY22 GDP AT 8.8%” (410 KB)
- 15.02.2022: “PRODUCTION LINKED INCENTIVE SCHEME, IMPORTS FROM CHINA AND GLOBAL VALUE CHAIN: THE POSSIBLE TRINITY!” (939 KB)
- 10.02.2022: “RBI POLICY MAKES A CLEAR DISTINCTION BETWEEN STRATEGY AND STANCE: YIELDS COULD HEAD TOWARDS ~6.55%-6.6%” (381 KB)
- 07.02.2022: “20 BPS HIKE IN REVERSE REPO RATE OUTSIDE MPC” (347 KB)
- 26.01.2022: “RATE HIKE CYCLE IS BETTER FOR PRICE DISCOVERY IN MARKETS AS RISKS GET PRICED IN” (497 KB)
- 19.01.2022: “FISCAL DEFICIT FOR FY23 COULD BE IN THE LOWER END OF 6-6.5%:GROSS BORROWINGS OF CENTRE AT RS 12 LAKH CRORE” (298 KB)
- 18.01.2022: “ COVID-19: THIRD WAVE, THE BEGINNING OF THE END?” (811 KB)
- 12.01.2022: “CREDIT GROWTH BUOYANT: SBI INHOUSE SURVEY SUGGESTS PLANS OF CAPACITY EXPANSION ACROSS SECTORS” (561 KB)
- 07.01.2022: “GDP EXPECTED TO GROW BY 9.2% IN FY22” (284 KB)
- 06.01.2022: “The ECLGS that saved 13.5 lakh MSME units, 1.5 crore jobs & 14% of Outstanding MSME loans turning into NPA” (1.6 MB)
- 08.12.2021: “HOW MONEY IS MORE IMPORTANT THAN MONETARY POLICY:RBI FOCUSES ON LIQUIDITY MANAGEMENT” (368 KB)
- 04.12.2021: “REVERSE REPO HIKE CAN WAIT AND COULD BE INTER POLICY TOO!” (1.0 MB)
- 03.12.2021: “THE CURIOUS CASE OF RS 3.3 LAKH DEPOSIT BULGE AND THE RS 2.7 LAKH CRORE DEPOSIT SLUMP IN ALTERNATE FORTNIGHTS” (324 KB)
- 30.11.2021: “GDP GROWTH LIKELY TO TOP 9.5% IN FY22: PRIVATE INVESTMENT REVIVAL SEEMS ROUND THE HORIZON” (368 KB)
- 29.11.2021: “IS EMPLOYMENT IN INDIA MAKING A TRANSITION FROM INFORMAL TO FORMAL? MAKING SENSE OF PLFS & CMIE SURVEYS AND REAL-TIME E-SHRAM DATA!” (348 KB)
- 26.11.2021: “FOR A FEW DOLLARS MORE!:THE IMMEDIATE NEED TO MITIGATE NATURAL DISASTERS IN INDIA THAT ARE NOW BECOMING MORE OF A TREND THAN A BLACK SWAN EVENT” (377 KB)
- 22.11.2021: Q2 FY22 GDP PEGGED AT 8.1%: FY22 gdp GROWTH NOW SEEN IN THE RANGE OF 9.3%-9.6%, WITH 42% FULLY VACCINATED (335 KB)
- 08.11.2021: INDIA IS NOW AHEAD OF CHINA IN FINANCIAL INCLUSION METRICS: HOWEVER IT IS IMPORTANT TO FINE-TUNE NON BRANCH BC MODELS (368 KB)
- 01.11.2021: SHARE OF INFORMAL ECONOMY MAY HAVE SHRUNK TO NO MORE THAN 20% FROM 52% IN FY18 (1.2 MB)
- 21.09.2021: EXCESS LIQUIDITY AND PRICING OF CREDIT RISK: ARE WE DOING ENOUGH? (435 KB)
- 15.09.2021: HOUSEHOLD DEBT INCREASED ON AN AVERAGE BY 1.5X BETWEEN 2012 & 2018: BENEFITS OF FORMALISATION EVIDENT WITH NON-INSTITUTIONAL CREDIT SHARE DECLINING PRECIPITIOUSLY (331 KB)
- 09.09.2021: INDIA’S MERCHANDISE EXPORTS GOING STRONG: SUSTAINING THE MOMENTUM IS KEY (268 KB)
- 03-09-2021: “ONE OUT OF EVERY TWO PAYROLL IS NEW/FIRST JOB IN Q1 FY22” (257 KB)
- 31-08-2021: “AT 17.9 CRORE IN AUGUST, VACCINATION IS THE BEST BET FOR GROWTH RECOVERY : 70% NEW INVESTMENTS FROM PRIVATE SECTOR” (386 KB)
- 24-08-2021: “Q1 FY22 GDP COULD BE 18.5% AND UPWARDS: WATCH OUT FOR GDP AND GVA DIVERGENCE (312 KB)
- 18-08-2021: “EMPOWERING INDIANS WITH INSURANCE (64.74 CRORES) & PENSION (4.24 CRORES): YEH DIL MANGE MORE…” (413 KB)
- 10-08-2021: “ARE INDIA’S MERCHANDISE EXPORTS ENTERING A PERIOD OF SUSTAINED GOLDILOCKS?” (282 KB)
- 06-08-2021: “RBI POLICY: BETWEEN SCYLLA AND CHARYBDIS” (399 KB)
- 03-08-2021: “ARE STATE BORROWINGS OVERSIZED WITH RESPECT TO STATE GDP?” (848 KB)
- 02-08-2021: “SBI COMPOSITE INDEX IMPROVES IN JULY 2021” (318 KB)
- 27-07-2021: “INCORPORATING RETAIL DIGITAL TRANSACTIONS INTO MONEY SUPPLY MEASUREMENT” (467 KB)
- 19-07-2021: “BOTTOMLINE OF INDIAN COMPANIES SHOW A SIGNIFICANT IMPROVEMENT WITH TRIPLE BENEFIT OF LOW INTEREST COST, EXPENDITURE REDUCTION AND LOW TAXES” (480 KB)
- 13-07-2021: “WERE MAY INFLATION NUMBERS AN ABERRATION?” (457 KB)
- 09-07-2021: “INCREMENTAL REFORMS BY STATES IN POWER AND LOCAL BODIES COULD POTENTIALLY ADD AT LEAST RS 72000 CRORE TO STATES KITTY IN FY22” (368 KB)
- 05-07-2021: SBI COMPOSITE INDEX DECLINES IN JUNE 2021! (318 KB)
- 30-06-2021: “DECODING BIRTHS AND DEATHS IN INDIA: THE CASE FOR DIVERSITY IN UNITY!” (1.1 MB)
- 28-06-2021: RELIEF MEASURES AIMED AT BROADBASING BANK LENDING FURTHER TO AMELIORATE STRESS (323 KB)
- 22-06-2021: RISING RETAIL PARTICIPATION IN STOCK MARKET: IS IT THE BEGINNING OF A LONG TERM BEHAVIOURAL CHANGE? (1.1 MB)
- 16-06-2021: INFLATION PERSISTENCE VIS-À-VIS LOW GROWTH: RBI HAS LIMITED CHOICE (345 KB)
- 14-06-2021: COVID HAS NOT REALLY UNSETTLED CONSERVATIVE GOVERNMENT FINANCES: THE CASE FOR A BOND MARKET CHEER OR / AND FISCAL LEVER? (335 KB)
- 08-06-2021 : IS CREDIT GROWTH HAMSTRUNG BY DELEVERAGING? (1.4 MB)
- 04-06-2021: THE LIMITS OF MONETARY POLICY INTERVENTION: TIME FOR FISCAL POLICY TO DECISIVELY LEAN WITH THE WIND (403 KB)
- 02-06-2021 : SBI MONTHLY COMPOSITE INDEX DECLINES IN MAY (321 KB)
- 01-06-2021 : REVISING FY22 GDP ESTIMATES TO 7.9% (277 KB)
- 27-05-2021 : RBI ANNUAL REPORT 2020-21 (352 KB)
- 25-05-2021 : FY21 GDP ESTIMATES AT -8% MAY SEE UPWARD REVISION (1.3 MB)
- 21-05-2021 : "INDIAN STATES & GLOBAL VACCINATION MARKET: THE TEMPLATE FOR MAKING STATE VACCINE PROCUREMENT A SUCCESS" (484 KB)
- 17-05-2021 : "PANDEMIC, DISCRETIONARY SPENDS AND HEADLINE INFLATION: INFLATION BEGINNING DEC’20 IS HIGHER THAN REPORTED NUMBERS" (1.3 MB)
- 14-05-2021 : "STATE ELECTIONS: HOW WOMEN ARE SHAPING INDIA’S DESTINY" (1.3 MB)
- 10-05-2021 : FROM FLEXIBLE INFLATION TARGETING TO OPEN ECONOMY INFLATION TARGETING:TRANSCENDING THE RBI PATH" (335 KB)
- 07-05-2021 : "ECONOMIC DISRUPTIONS GAIN MOMENTUM AS CASES SURGE: OPPORTUNITY FOR ADMINISTRATIVE REFORMS?" (261 KB)
- 05-05-2021 : 'RBI UNVEILS A BOUQUET OF INNOVATIVE MEASURES: MEASURES NOW TRANSCEND ECONOMIC HEALTH AND MOVE TO PUBLIC HEALTH" (356 KB)
- 29-04-2021 : 'THE POWER OF VACCINATION : STAY SAFE : DON'T CONFUSE BETWEEN PROBABILITY & POSSIBILITY OF GETTING INFECTED" (619 KB)
- 23-04-2021 : "THWARTING THE SECOND WAVE : RAPID VACCINATION SHOULD BE THE PRIMARY TOOL AND NOT LOCKDOWN" (1.3 MB)
- 16-04-2021 : 'ARE PEOPLE IN INDIA BECOMING MORE RISK AVERSE POST MARKET ABERRATIONS IN 2008 ?" (336 KB)
- 07-04-2021 : 'RBI FORWARD GUIDANCE ENCOMPASSES GUARNATEED LIQUIDITY : REMINISCENT OF DEVELOPED MARKET CENTRAL BANKS (1.2 MB)
- 01-04-2021 : 'SBI YEARLY COMPOSITE INDEX CONTINUE TO GROW UPWARD ? (1.0 MB)
- 25-03-2021 : 'SECOND WAVE OF INFECTIONS : THE BEGINNING OF THE END ? (1.0 MB)
- 24-03-2021 : 'STATE GSDP NUMBERS MIGHT UNDERGO REVISION' (1.1 MB)
- 22-03-2021 : 'SWACHH BHARAT IS A RECIPE FOR INDIA'S GROWTH : INDIA IMPROVED A SHARP 108 POSITIINS IN BRIBERY INDEX 6 YEAR ENDED 2020' (1.5 MB)
- 12-03-2021 : 'CORE CPI AT 5.9%' (311 KB)
- 10-03-2021 : 'HOW STATE BUDGETS ARE BECOMING THE PRECURSOR OF A BETTER GDP GROWTH IN FY21 AND EVEN FY 22' (453 KB)
- 04-03-2021 : 'BRINGING PETROL & DIESEL UNDER GST LIMITS PAN INDIA PETROL PRICES AT RS 75 & DIESEL AT RS 68 : APPROX REVENUE LOSS FOR CENTRE & STATES ONLY AT 0.4% OF GDP/RS 1 LAKH CRORE : FISCAL DEFICIT FOR CURRENT FISCAL WILL BE LOWER%' (513 KB)
- 27-02-2021 : 'GDP GROWS IN Q321, BUT POSTULATED Q421 GDP DECLINE A STASTISTICAL ABERRATION REFLECTING EXPENDITURE CLEAN UP : GVA A BETTER CHOICE, Q4GVA AT 2.7%' (1.5 MB)
- 22-02-2021 : 'UNDERSTANDING THE RECETN SURGE IN G-SEC YIELDS & HOW THE RBI CAN CAP SUCH RISE' (498 KB)
- 10-02-2021 : 'REVISING FY21 GDP ESTIMATES TO -7.0% (PREVIOUSLY -7.4%) : Q3 AT 0.3% WITH AN UPSIDE BIAS ' (450 KB)
- 05-02-2021 : 'RBI ASSURES CONTINUED LIQUIDITY SUPPORT: YIELD CURVE IS A PUBLIC GOOD & MARKETS SHOULD APPRECIATE ' (533 KB)
- 04-02-2021 : 'FROM OFF BALANCE SHEET TO HEADLINE DEFICIT : THE BUDGET REDEFINES FISCAL RULES ' (363 KB)
- 03-02-2021 : 'SBI COMPOSITE INDEX CONTINUE TO GROW FORWARD (298 KB)
- 28-01-2021 : 'GST COLLECTION MIGHT HAVE CROSSED Rs 1.20 LAKH CRORE MARK IN JAN'21 : RECORD CASH BALANCES TO MITIGATE GOVERNMENT BORROWINGS THROUGH MARKET IN FY 22 TOO ' (282 KB)
- 12-01-2021 : 'FY21 BUDGET MIGHT END WITH A FISCAL DEFICIT AT 7.4% : FY22 DEFICIT AT 5.2%, NOMINAL GDP GROWTH AT 15% ' (1.2 MB)
- 07-01-2021 : 'GDP CONTRACTION FOR FY21 AT 7.7% COULD STILL HAVE AN UPWARD BIAS' (436 KB)
- 06-01-2021 : 'SEVEN MONTHS AFTER UNLOCK : INDIA SET FOR A RECORD VACCINATION OF 13 LAKHS PER DAY IN RECORD TIME ' (1.4 MB)
- 22-01-2021 : 'CARD TRANSACTIONS REVEAL FUEL SPEND NOW CROWDING OUT DISCRETIONARY SPENDS - INFLATION AT 5% COMPARED TO CSO CPI AT 4.6%, LIQUIDITY TO REMAIN SURPLUS AS A RBI STRATEGY ' (400 KB)
- 21-12-2020 : '5 FEASIBLE SUGGESTIONS TO RESOLVE THE STANDOFF OVER THE FARM BILLS ? (455 KB)
- 16-12-2020 : FY21 GDP DEGROWTH AT 7.4 %, Q3FY21 AT 0.1% : BUT TIME TO REDEFINE RETAIL SCORING MODELS ? (453 KB)
- 08-12-2020 : 'SIX MONTHS AFTER UNLOCK ' (2.0 MB)
- 07-12-2020 : 'STATES' RANKING ON COVID MANAGEMENT, MACRO PARAMETERS & CENTRAL GOVERNMENT SCHEMES : NORTH EAST AT TOP, WHILE WEST BENGAL AND CHHATISGARH AT BOTTOM ' (375 KB)
- 27-11-2020 : 'Q2 GDP SHOWS SURPRISING RESILIENCE : IS IT GOOD ENOUGH TO LAST ? ' (463 KB)
- 04-12-2020 : 'GIVE ME GROWTH AND I (RBI) WILL GIVE YOU ( POLICY) FREEDOM ' (441 KB)
- 25-11-2020 : 'TIME FOR RBI TO LEAN WITH THE WIND IN THE FOREIGN EXCHANGE MARKET ? ' (373 KB)
- 20-11-2020 : 'POSITIVE EVENTS IMPROVE INDIA'S Q2 GDP PROJECTIONS: LOSSES REDUCED BUT REASONS TO REMAIN CAUTIOUS REMAIN ' (449 KB)
- 12-11-2020 : 'GOVERNMENT ANNOUNCES A SLEW OF MEASURES IN ATMANIRBHAR 3.0' (1.2 MB)
- 11-11-2020 : 'HOW THE BANKING SECTOR COULD SIGNIFICANTLY SURPRISE IN FY21 ON ASSET QUALITY : A CASE OF SUB GAME PERFECT NASH EQUILIBRIUM ! (511 KB)
- 09-11-2020 : 'INDIA TACKLED COVID MUCH BETTER WITH OUR MODEL CASES 2.65 LAKH LOWER THAN ACTUAL : HUMAN PSYCHE NOT CHANGED IN 355 YEARS ! (255 KB)
- 09-11-2020 : FIVE MONTHS AFTER UNLOCK' (2.0 MB)
- 02-11-2020 : 'INDIA NEEDS TO FOCUS MORE ON INCREASING PRODUCTIVITY AND LESS ON IMPORT TARIFFS IN ITS QUEST FOR ATMANIRBHAR BHARAT' (1.3 MB)
- 27-10-2020 : 'SEPTEMBER WITNESSED A BIG JUMP IN LABOUR REMITTANCES , PICK UP IN FIRST PAYROLL: PMJDY ACCOUNTS ARE ALSO ACTING AS A DETERRENT TO CRIME' (532 KB)
- 22-10-2020 : 'INCREASING THE LEGAL AGE OF WOMEN MARRIAGE: A DOMINANT STRATEGY FOR SOCIETAL GOOD, FINANCIALLY EMPOWERING WOMEN' (405 KB)
- 19-10-2020 : 'PM JAN BHAGIDARI AND JAN CHETANA & EVEN INTEREST RATE SIGNALLING ARE PUBLIC GOODS: BEST WORKS WITH INCENTIVISATION OR DETERRENT' (469 KB)
- 13-10-2020 : 'CONDITIONAL FISCAL STIMULUS AT A MINIMAL 0.2% OF GDP' (1.3 MB)
- 12-10-2020 : 'AGRI-REFORMS POLITICS: CATERING TO ONLY CEREAL PRODUCING STATES & SHUNNING FRUITS AND VEGETABLES IS LAZY FARMING AND PAROCHIAL THINKING' (1.4 MB)
- 09-10-2020 : 'COMETH THE TIME, COMETH THE RBI' (392 KB)
- 08-10-2020 : 'FOUR MONTHS AFTER UNLOCK : SILVER LINING AMONG SLOWLY DISSIPATING DARK CLOUDS' (2.0 MB)
- 01-10-2020 : 'AUGUST CREDIT DATA PORTENDS TROBLE : LARGE DECLINE IN SAVINGS BAK DEPOSITS & LOWER PACE OF ACCRETION OF TIME DEPOSITS IN UNLOCK 4 REVEALS HPOUSEHOLD STRESS' (531 KB)
- 21-09-2020 : 'RBI SUCCESSFULLY NAVIGATING POLICY QUADRILEMMA BY BUILDING RESERVES, PRESERVING POLICY AUTONOMY : SBI FINANCIAL STABILITY INDEX SHOWS A CLAER JUMP SINCE MAY'20' (451 KB)
- 14-09-2020 :'ESTIMATED LOWER BOUND OF RBI POLICY RATE IS 3.5% BUT CREEPING UP STEADILY : FISCAL MEASURES MUST AS AT LOW POLICY RATES FISCAL MULTIPLIERS HAVE MAXIMUM IMPACT' (472 KB)
- 10-09-2020 : 'AUGUST INFLATION NUMBERS COULD BE UNPLEASANT : RATE CUT HOPES FADE' (363 KB)
- 07-09-2020 : 'COORDINATED MONETARY AND FISCAL INEQUILIBRIUM- THE MOST EFFECTIVE APPROACH TO THE CURRENT PANDEMIC' (1.4 MB)
- 04-09-2020 : 'RBI UNLEASHES POLICY FEDERALISM BY MATCHING SOCIAL INCLUSION WITH BANK LENDING' (439 KB)
- 03-09-2020 : 'THREE MONTHS AFTER UNLOCK' (1.5 MB)
- 01-09-2020:'Q1 GDP REVEALS DEEPER MALAISE : WE NOW ESTIMATE FY21 REAL GDP AT -10.9% ( -6.8% PREVIOUSLY) (542 KB)
- 28-08-2020 : 'FINDING WAYS TO SUPPORT STATES TIDE OVER RS 3 LAKH REVENUE SHORTFALL FROM GST (1.2 MB)'
- 27-08-2020 : 'MONETARY POLICY IS A SCIENCE, BUT THIS RBI IS MAKING IT AN ART' (445 KB)
- 25-08-2020 : 'HOUSEHOLD FINANCIAL LIABILITIES NOSEDIVED IN FY20: REFLECTING SIGNIFICANT SLOWDOWN IN DISPOSABLE INCOME, LIKELY TO GAIN FASTER PACE IN FY21 ?CRORES (519 KB)
- 24-08-2020 : 'SUPPORTING STATES THROUGH INNOVATIVE FINANCING METHODS : ESTIMATED UNCOVERED LOSS AT -RS 3.1 LAKH CRORES' (1.2 MB)
- 17-08-2020 : 'THE GOOD :QI GDP WILL BE SIGNIICANTLY BETTER, THE BAD: RAPID COVID SURGE IN RURAL HINTERLAND, THE UGLY: LIVES Vs LIVES DEBATE AT CENTRSTAGE WITH ALL QUARTERS IN FY21 TO WITNESS LARGE GDP DEGROWTH' (1.3 MB)
- 06-08-2020 : 'TAKING A BOTTOM UP APPROACH TO FINANCIAL STABILITY' (1.4 MB)
- 04-08-2020 : 'TWO MONTHS AFTER UNLOCK' (1.3 MB)
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03-08-2020 : 'FINANCIAL MARKET STABILITY & LOAN MORATORIUM : THE ANGEL IS IN THE DETAILS (490 KB)'
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Last Updated On : Tuesday, 03-11-2026
