India's black swan moment is here. Its total unpredictability is sending jitters across already shaky markets.
...Full StoryForeign scrutiny will trigger much-needed prudence in India’s fiscal management. It will also generate a new wave of economic reforms and lift our economy as happened in the '90s.
...Full StoryUnlike earlier slowdowns, this one has all the ingredients of a perfect storm. How long will it take for official interventions to ease the difficulties the Indian economy has to face?
...Full StoryA direct cash transfer to the poor is a powerful idea, and whichever political party comes to power at the Centre will feel compelled to move towards it in order to repair India's broken fiscal engine.
...Full StoryWhy is the world's fastest-growing economy also suffering the fastest growth in joblessness? And how can the next government break through this vicious impasse?
...Full StoryIs anti-incumbency the basic nature of Indian electoral mandates? Do people vote on performance or promises?
...Full StoryLosing the IMF bailout battle might just be the opportunity a beleaguered Pakistan needs to get closer to Chinese and Saudi support.
...Full StoryThe biggest chink in Narendra Modi-Amit Shah’s electoral armour is the economy which is the grip of strong deflation and plummeting demand. It is here that the Opposition has its sharpest advantage.
...Full Story