Business Standard

Sajjid Chinoy

Sajjid Chinoy

Sajjid Chinoy

Sajjid Chinoy

Macro balancing act in 2024

The imperatives for 2024 are more nuanced: Nurturing recovery while ensuring public debt is stabilised and financial exuberance contained

Macro balancing act in 2024
Updated On : 30 Jan 2024 | 12:07 AM IST

Ten years since taper tantrum

If the exogenous pressures were the same across 2013 and 2022, why were outcomes so different across the two episodes?

Ten years since taper tantrum
Updated On : 15 Sep 2023 | 10:16 PM IST

Will the global economy bend or break?

What's different this time is that global financial stress - which has its genesis in four policy choices made in recent years - is juxtaposed with a more resilient real economy

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Updated On : 20 Mar 2023 | 11:28 PM IST

A healthy debate: The case for and against interest rate hike

Having raised policy rates to about 6 per cent, does India's Monetary Policy Committee need to do more? And, if so, is more front-loading warranted?

A healthy debate: The case for and against interest rate hike
Updated On : 31 Oct 2022 | 10:41 PM IST

Responding to global stagflation

Against an increasingly stagflationary global backdrop, domestic policy will have to judiciously assign different policy instruments to help achieve competing macro objectives

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Updated On : 02 Aug 2022 | 10:02 PM IST

A strong case for a weaker rupee

If the terms of trade shock persist, the rupee will have to be a key part of the needed macro adjustment

A strong case for a weaker rupee
Updated On : 29 Mar 2022 | 11:03 PM IST

A recovery interrupted

This first of a two-part essay assesses the emerging economic fallout of the second wave

A recovery interrupted
Updated On : 23 May 2021 | 9:53 PM IST

An expansionary consolidation

The Budget can generate an expansionary fiscal impulse even as it consolidates the headline deficit

An expansionary consolidation
Updated On : 26 Jan 2021 | 11:21 PM IST

Making sense of the recovery

The recent economic acceleration is encouraging, but below the hood, palpable risks still loom

Making sense of the recovery
Updated On : 18 Nov 2020 | 1:13 AM IST

COVID: Flattening the (economic cost) curve

Flattening the outbreak curve will necessarily entail steepening the economic cost curve; policy will have to cushion the economic blow

COVID: Flattening the (economic cost) curve
Updated On : 18 Mar 2020 | 9:01 PM IST

India's credit crunch: Demand or supply?

Evidence of heightened risk aversion suggests a supply-shock has choked credit offtake

India's credit crunch: Demand or supply?
Updated On : 11 Dec 2019 | 10:08 PM IST

Dissecting the slowdown, evaluating the response

The second part of the series in which top economists and thinkers offer their views on how to revive the economy

Dissecting the slowdown, evaluating the response
Updated On : 12 Aug 2019 | 4:21 PM IST

The Budget, the Survey and the trilemma

The Economic Survey correctly argues for investment-led growth. The Budget understandably wants to tap a cheap pool of global savings. But can these co-exist?

The Budget, the Survey and the trilemma
Updated On : 28 Jul 2019 | 10:50 PM IST

A near-term policy agenda for the new govt

Markets are clamouring for stimulus and romanticising about big-bang reforms. But the new administration's first job must be to fix the plumbing

A near-term policy agenda for the new govt
Updated On : 31 May 2019 | 7:59 AM IST

Sajjid Z Chinoy: RBI's decision to not cut rates and tread carefully, a wise one

A virtuous cycle has to take take off if electronic transactions as a medium of exchange is to soar in India following demonetization

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Updated On : 08 Dec 2016 | 1:05 PM IST

Sajjid Z Chinoy: Don't miss the forest for the trees

The last two years have witnessed a dramatic, durable disinflation and a remarkable transformation of the monetary policy regime

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Updated On : 04 Oct 2016 | 9:58 PM IST

Sajjid Z Chinoy: Something's gotta give

If volumes don't pick up soon or commodities don't fall further, a choice would have to be made between lower inflation and higher corporate earnings

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Updated On : 14 Jul 2016 | 10:16 PM IST

Sajjid Z Chinoy: India's growth windfall from oil

Lower oil prices have boosted growth by more than one percentage point; but that may soon go away

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Updated On : 24 Nov 2015 | 10:06 PM IST

Sajjid Chinoy: The writing on the wall

What markets have to begin to accept is that there is no space for a large easing cycle

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Updated On : 05 Aug 2015 | 12:25 AM IST