growth

Podcast: Global turbulence, India’s growth engine & the case for fiscal discipline (The Print)

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In this video, Bidisha and I discuss India’s economic outlook, focusing on the upcoming Union Budget 2026: global economic turbulence, India’s growth drivers, and critical policy priorities. Main points We discuss the significant risk posed by disruptions to global capital flows, drawing parallels to the period between 1989 and 1993. Major global players like the … Read more

No Russian Oil? Likely No Problem

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Post-US/EU sanctions, energy markets aren’t panicking; there’s other supply & India’s macroeconomy can easily adjust This was published in the Times of India on 25 October 2025 (link). In a change of tactics to end the Russia-Ukraine war, the US has blacklisted two Russian oil majors Lukoil and Rosneft. This is designed to prevent foreign … Read more

Chat on India’s growth prospects

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We decode the macroeconomic outlook for India, addressing: How India is navigating economic headwinds, The impact of tariff trends and trade policies, Key drivers of India’s growth story and policy reforms, and what lies ahead for investors, businesses, and policymakers.

Chat on Global Reset, India’s prospects

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We discuss how the world is changing, the thawing of India China relationship, US Tariff impact on India, the US India relationship, possibility of de-dollarisation, the rise of Digital Currency, how the US policymakers are much more agile than India’s governance structure allows, India’s growth slowdown and how it is reversing, FII selling in India.

Chat on Trump tariffs, lessons from the 1930s; how India can cope

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We discuss lessons India can draw from past currency wars to navigate the turbulent years ahead. We discuss how, in the decade before the Bretton Woods system, countries devalued their currencies to gain trade advantages—and how similar pressures are resurfacing today as major economies look to depreciate their exchange rates. Drawing on global historical patterns, … Read more