Posted by: Deepa Vasudevan on Fri, Jul 18th, 2014

The Fiscal Deficit: How Achievable is it?...

The Government has targeted a fiscal deficit of 4.1% of GDP for this year. The achievability of this target depends on key assumptions about growth, exchange rate, fuel

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Posted by: Uma Shashikant and Arti Ana... on Sun, Jul 13th, 2014

How Do Tax Proposals in Budget-2014 Affect Debt Fund ...

The benefit of tax arbitrage for debt funds versus bank deposits is now gone. Investors must hold debt funds for three years to qualify for long term capital gains, instead of one. If sold ear

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Posted by: Deepa Vasudevan on Mon, Jun 9th, 2014

ECB: Easing into negative territory...

The European Central Bank made monetary policy history by switching to a negative rate for a key bank deposit rate. Shorn of the novelty, this is a simple strategy to b

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Posted by: Deepa Vasudevan on Thu, May 15th, 2014

Finding Jobs for the Demographic Dividend...

More than 100 million persons are expected to enter the workforce between 2010 and 2020. There are few jobs in agriculture and manufacturing now, and services are not l

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Posted by: Deepa Vasudevan and Uma Sha... on Tue, Feb 18th, 2014

Fiscal Deficit- How the Red Line was Honoured...

The fiscal deficit for 2013-14 was restricted to 4.6% of GDP, well within the promised "Red Line". This blog analyses how the government managed to achieve its target despite falling economic growt

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Posted by: Deepa Vasudevan on Sat, Jan 25th, 2014

A New Year. A New Monetary Policy Framework?...

The Patel Committee has recommended far-reaching reforms to monetary policy. The key idea in the report is that RBI should move to targeting CPI-based inflation and it

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Posted by: Deepa Vasudevan on Thu, Dec 12th, 2013

A More Stable External Account...

The RBI's strategy of compressing imports and attracting NRI funds through the FCNR(B) scheme has greatly eased the BoP situation. If FII inflows also pick up in the re

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Posted by: Deepa Vasudevan on Tue, Nov 19th, 2013

CPI and WPI: Tough to choose one over the other...

The new CPI index captures retail prices changes better than WPI. The two indices occasionally diverge, but since producers eventually pass on price hikes to consumers,

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Posted by: Deepa Vasudevan on Mon, Oct 21st, 2013

Economic Slowdown and Corporate Profitability...

The private corporate sector has been hit by declining margins and high interest costs over the last four years. A recent RBI study shows that small and medium sized co

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Posted by: Deepa Vasudevan on Mon, Sep 23rd, 2013

Why did RBI increase the Repo Rate?...

The RBI increased the repo rate by 25 basis points and simultaneously eased liquidity at the short end in its September monetary policy. The purpose was to swiftly supp

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