Piecing together disparate data for economic and market insights
This appeared in the New Indian Express on 1 February 2026 (link). Published online: 31 Jan 2026, 11:14 pm The 2026-27 budget is being presented at a time of rare macroeconomic stability in India—strong growth with low inflation. This is a result of the government prioritising economic stability over short-term growth imperatives: a conservative and … Read more
In this chat we put the recent changes to GST into context, discussing the history of indirect taxes in India, some of the challenges in implementing GST, and the impact of this reset on inflation, demand, and growth. We discuss how rate rationalization can boost consumption without straining fiscal math, how input tax credit works … Read more
Governments face a new fiscal situation: They have more funds than they can allocate Written by Neelkanth Mishra | Updated: February 2, 2022 4:58:16 am This appeared in the Indian Express on 2 February 2022 (link). If the tax-to-GDP ratio continues to climb, as it appears likely to, fiscal space may continue to expand, even … Read more
The surge in energy prices is a concern for growth; even if temporary, a reminder of India’s strategic dependence on imported energy Neelkanth Mishra | Last Updated at November 8, 2021 22:05 IST This was published in the Business Standard on November 9, 2021 (link). Not just humans, but economies also need energy to grow: … Read more
This appeared in the Explained section of the Indian Express (link) on 26-January-2021. On February 1, Finance Minister Nirmala Sitharaman will present what could turn out to be India’s most consequential Budget in years. What is the status of the post-Covid recovery process, and what are the concerns going forward? What should you look for … Read more