Sajjid Z Chinoy

Let's not fight rupee depreciation: A calibrated slide may be desirable

If movements in the exchange rate can help equilibrate "external balances", monetary and fiscal policy is freed up to focus on trying to achieve "internal balance"

External pragmatism, internal reforms can turn US tariffs into opportunity

Any sectoral costs of a US trade deal must be compared to the costs of not having a deal. External pragmatism coupled with internal reforms can yet turn this impasse into an opportunity

Trade war 2.0: Why India must seize its global value chain opportunity now

As US-China tensions reshape global trade, India must reform tariffs, boost ease of doing business, and strike strategic FTAs to attract investment

A macro tightrope walk: Balancing domestic slowdown, global challenges

The challenge for macro policy is to respond to the domestic slowdown without appearing to let its guard down against a hostile global environment

What's driving complacency in global markets?

The world is beset with risks - political, geo-political, fiscal and monetary. But markets choose to look the other way, either being blissfully oblivious or wantonly negligent

RBI faces a delicate balancing act ahead of key monetary policy meet

It will be important for monetary policy not to inadvertently accentuate asset price inflation, financial exuberance and the associated financial stability risks that come with it

Revamped strategy for India's fiscal architecture in post-pandemic times

India's post-pandemic fiscal architecture should be anchored in debt and be holistic (encompassing Centre and states), dynamic (responsive to changing macro conditions), and conservative

Let's get real about rates

Given myriad cross currents across inflation, growth and financial stability, monetary policy in 2024 will have to cross the river by feeling the stones