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  • 26-Jul-2020 | Alok Sheel

    Covid-19: Beginning of the end?

    The pandemic appears to be receding across the board, although the possibility of a second wave cannot still be ruled out

  • 07-Jun-2020 | Alok Sheel

    Breaching the Covid 19 Maginot Line?

    About 90% of the global mortality was in the northerly latitudes, above roughly 30 degrees north

  • 16-May-2020 | Alok Sheel

    In search of the right prescription

    Policy predictability and an unambiguous long-term blueprint are essential for private investors

  • 25-Apr-2020 | Alok Sheel

    Lives vs livelihoods

    The low virus-related mortality rates for India and other tropical countries do not support the case for stringent lockdowns, which would also destroy businesses and jobs

  • 09-Feb-2020 | Alok Sheel

    The IMF's growth downgrade math

    India comprises just 3.2 per cent of the global economy at Market Exchange Rates, and a 1 per cent or so downgrade in its growth may appear too insignificant to impact global growth

  • 28-Dec-2019 | Alok Sheel

    Unravelling India's growth story

    Major structural reforms are needed to raise growth rates to the highs achieved between 2003 and 2008

  • 30-Nov-2019 | Alok Sheel

    The rise of counter-revolution

    The basic values on which modern civilisation rests are facing challenges across the world. How this will be resolved is one of the most pressing questions of our time

  • 25-Oct-2019 | Alok Sheel

    Growth, income, poverty and the Nobel

    There is good reason for caution in applying the results of randomised control trials across space and time

  • 19-Oct-2019 | Alok Sheel

    The five-trillion math

    Following the recent sharp dip in growth, India is likely to take another 10 years to become a $5-trillion economy - double the timeframe set by the prime minister

  • 16-Jul-2019 | Alok Sheel

    India's upcoming G20 presidency

    New Delhi must guard against the world's premier multilateral economic forum being hijacked by bilateralism

  • 04-Jun-2019 | Alok Sheel

    Unanswered questions about global finance

    While the FSB appears sanguine that the exposure of commercial banks to shadow banking has been contained, and the latter is now being monitored, it remains outside the regulatory umbrella

  • 27-Sep-2015 | Alok Sheel

    Alok Sheel: RBI and the crisis of central banking

    There are attempts to reconfigure the RBI's policy formulation processes. But it would need much more than monetary policy to revive animal spirits

  • 23-Aug-2014 | Alok Sheel

    Alok Sheel: For freedom and markets

    There is room for reiterating the case for free markets succintly, because an irrational fear of free markets still pervades civil society. This fear holds India back from realising its true potential

  • 23-Jul-2014 | Alok Sheel

    Alok Sheel: Rebooting the G20 framework

    Instead of targeting global imbalances per se, the narrative must change to the structure and direction of such asymmetries

  • 01-Mar-2014 | Alok Sheel

    Alok Sheel: India's three arrows - how it can fire itself back to high growth

    Fix agriculture to target food inflation, create labour-intensive manufacturing to target the current account deficit, and fiscal restructuring can target the infrastructure deficit

  • 25-Jan-2014 | Alok Sheel

    Alok Sheel: How emerging markets deal with global spillovers

    The developing world cannot rely on a single instrument - the interest rate - to deal with both the domestic business cycle and the global financial cycle

  • 10-Sep-2013 | Alok Sheel

    Alok Sheel: St Petersburg G20 Summit - Unintended consequences

    This is the first G20 summit not dominated by economic issues. Is this an indication of how the G20 is likely to shape up in future as the global economy recovers?

  • 03-Aug-2013 | Alok Sheel

    What Ben Bernanke didn't say

    On July 10, 2013, Bernanke gave his Cambridge, Massachusetts, audience a brilliant tour de force of the evolution of US monetary policy over the past century

  • 20-Jul-2013 | Alok Sheel

    India's external sector: the ghosts of 1991

    Is India really vulnerable to a balance-of-payments crisis of the sort last seen in 1990-91? Or are fears overstated?

  • 23-Jun-2013 | Alok Sheel

    Why IMF may be wrong on 'inflation targeting'

    While independent central banks initially anchored inflationary expectations, major structural changes in the global economy helped to keep, and are keeping, inflation under check