Page 2 - Sajjid Chinoy

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

India's credit crunch: Demand or supply?

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

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

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?

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

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

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

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

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

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

Sajjid Chinoy: Is the capex cycle finally turning?

Three factors are driving the pick-up - the alleviation of implementation bottlenecks, a front-loading of government capex spending and the easing of monetary conditions in recent months

Sajjid Z Chinoy: India's Budget - Why execution is so important this year

Whether the Budget's public investment thrust will pay off will depend crucially on line-item execution

Sajjid Z Chinoy: Is the Budget facing an impossible trinity?

An asset swap can simultaneously boost public investment, reduce the fiscal deficit and keep fiscal policy from being pro-cyclical

Sajjid Chinoy: Raghuram Rajan's principled pragmatism

Inflation targeting is precisely consistent with the transparency and predictability that the Governor pledged on day one

Sajjid Chinoy: The market needs a reality check

The translation from political stability to an economic turnaround could be far more challenging than markets are assuming

Sajjid Chinoy: The challenge - From stability to growth

After impressive fiscal restraint, it is time to boost potential growth

Sajjid Chinoy: Making sense of India's vital stats

Only a pick-up in investment will ensure we don't have to choose between macro-stability and growth

Making sense of the rupee

Ultimately, the movement of the rupee is a symptom of our macroeconomic progress

Paying for past sins?

Lack of policy co-ordination post-Lehman caused our current predicament; let's not repeat history

Unpopular but appropriate: Sajjid Chinoy

Rate cuts are unlikely to spur a supply response until the implementation bottlenecks are resolved