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Debt-to-GDP ratio target: What are the challenges ahead for India

New Delhi, Jan. 12 -- A momentous shift in fiscal strategy will take place in the upcoming fiscal year. From 2026-27, the government will track government debt instead of fiscal deficit as its primar... Read More


Debt-to-GDP ratio target: What are the challenges ahead for India?

New Delhi, Jan. 12 -- A momentous shift in fiscal strategy will take place in the upcoming fiscal year. 27, the government will track government debt instead of fiscal deficit as its primary fiscal t... Read More


Beyond the wallet: How payments banks have quietly re-invented themselves

New Delhi, Dec. 24 -- Payments banks are an odd hybrid-part bank, part wallet, part financial marketplace. They accept deposits like banks, but unlike full-service lenders, they are not allowed to le... Read More


Rupee past 90: Why an undervalued real exchange rate is a double-edged sword

New Delhi, Dec. 9 -- The rupee has surpassed the 90 per dollar mark, down over 5% from the start of 2025. While the exchange rate has depreciated quite a bit this year, the most recent trigger was the... Read More


Rupee below 90: Why an undervalued real exchange rate is a double-edged sword

New Delhi, Dec. 9 -- The rupee has surpassed the 90 per dollar mark, down over 5% from the start of 2025. While the exchange rate has depreciated quite a bit this year, the most recent trigger was the... Read More


China's secret sauce was rare earths. India, too, has a complex resource

New Delhi, Nov. 23 -- In 1992, Chinese leader Deng Xiaoping reportedly said that if West Asia had oil, China would have rare earths. In two decades, China was actually dominating the rare earths chain... Read More


If India embraces structurally low inflation, here's what it must be ready for

New Delhi, Nov. 17 -- Nearly a decade ago, India's central bank adopted a framework of "flexible inflation targeting", or FIT. It is widely accepted that inflation has been managed well under this mec... Read More


Low inflation sounds good-but here's how it will reshape India's economy

New Delhi, Nov. 17 -- Nearly a decade ago, India's central bank adopted a framework of "flexible inflation targeting", or FIT. It is widely accepted that inflation has been managed well under this mec... Read More