India Economics Focus Will higher female participation boost the economy? Only one-quarter of Indian women of working age are in paid employment. If participation in the workforce could increase to the rates of other Asian countries such as Indonesia or the Philippines by... 7th August 2018 · 1 min read
India Economics Focus Inflation rise tests the RBI's credibility A sharp rise in inflation over recent months, and a jump in household inflation expectations, has raised concerns that the RBI has fallen behind the curve and is squandering its hard-won inflation... 29th June 2018 · 1 min read
India Economics Focus Is India finally coming of age? Talk of India’s potential to become the “next China” is inevitable given their enormous populations, and will intensify as China’s economy slows. Those hoping that India can match China’s former rates... 7th March 2018 · 1 min read
India Economics Focus Are India’s banks in the clear? The recapitalisation package recently announced by the government is the most significant measure yet to tidy up India’s beleaguered banking system and should all but enable India’s banks to meet... 11th December 2017 · 1 min read
India Economics Focus Which states are set to shine? There are vast differences in the economic prospects of India’s 36 states and union territories. The three richest large states – Maharashtra, Tamil Nadu and Gujarat – should continue to drive growth... 13th September 2017 · 1 min read
India Economics Focus What next for the Modi government? During his three years in office, Prime Minister Modi has taken a more incremental approach to economic policymaking than many had hoped for. This is likely to set the tone for the coming years. Small... 1st June 2017 · 1 min read
India Economics Focus Poised for a resurgence? The government’s demonetisation measures have caused growth in India to slow but the economy is set to recover as consumption and investment rebound. Longer-term prospects have also been boosted as... 2nd March 2017 · 1 min read
India Economics Focus Can services alone deliver rapid growth? India is often heralded for demonstrating a new path to middle income by focusing on the development of its services sector rather than on significant industrialisation. It is true that India’s... 28th November 2016 · 1 min read
India Economics Focus How to think about monetary policy after Rajan The appointment of Dr Urjit Patel as the new governor of the Reserve Bank of India (RBI) gives a strong indication of policy continuity at the central bank, and strengthens our view that the easing... 2nd September 2016 · 1 min read
India Economics Focus Budget preview: deficit targets under pressure The key point of interest in the upcoming budget will be whether the finance ministry implements the large public sector pay rise that the 7 th Pay Commission recommended. We think it will and, with... 18th February 2016 · 1 min read
India Economics Focus What next for India’s consumers? India’s consumer market is often the subject of frenzied interest among investors and commentators but, in recent years, growth has been held back by both cyclical and structural headwinds. In this... 18th November 2015 · 1 min read
India Economics Focus Can India capitalise on its demographic dividend? The UN’s projection that India will become the world’s most populous nation as soon as 2022 has refocused attention on the country’s remarkable demographic potential and the impact this could have on... 27th August 2015 · 1 min read
India Economics Focus Is Mr Modi delivering on promises of reform? It has been nearly a year since Prime Minister Narendra Modi and the BJP swept to victory in India's general election amid promises of wide-ranging reform to revamp the struggling economy. In this... 27th March 2015 · 1 min read
India Economics Focus Improvement in balance of payments position here to stay Eighteen months ago the rupee plunged to a record low against the US dollar as concerns over India’s external vulnerabilities made it one of the hardest-hit economies during the “taper tantrum”. Since... 24th February 2015 · 1 min read
India Economics Focus How bright are India’s growth prospects? Over the medium term India’s economy could, with the right policies, sustain GDP growth of 10%.The BJP’s strong mandate following its election victory in May has raised hopes that wide-ranging... 5th November 2014 · 1 min read
Asia Economics Focus What can India's policymakers do to kick-start growth? The new government’s emphatic election victory in May has lifted some of the gloom that has hung over India’s economy in recent years. We see a number of ways in which the country’s new leaders can... 23rd July 2014 · 1 min read
