WHY THE ELEPHANT WILL BE DANCING

Oct 22nd, 2004;  Source: The Financial Express

This is intended to be the first in a series of articles in this paper. As a start, I thought I would put down my views on the current state of the Indian economy so that readers can filter my future views against this backdrop. Last year, the Indian economy grew in excess of 8%. Is this growth sust ...ReadMore

A LONG-TERM VISION DOCUMENT

Jul 9th, 2004;  Source: Business Standard

‘A Budget with a long-term vision’ would best describe the fine balancing act performed by the finance minister on Thursday. The minister has dared to dream about strengthening of the rural infrastructure and boosting agricultural growth, a trigger that is well placed to fuel activity ...ReadMore

INDIA IS VULNERABLE THIS TIME

Jun 28th, 2004;  Source: Business Standard

A few events have taken place which imply that there could be significant changes in the interest rate and forex outlook in the next several months. First, the state of the global macro-economy has changed fundamentally. From being in an era of low global inflation and low interest rates, ...ReadMore