Category: India

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+ Government, India, Public Policy

‘Moving epicenters’ – preparing India for future waves of Covid

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India faced a severe second wave of Covid-19 – actionable public policy recommendations to prepare ourselves better An unexpected, unprecedented 16X surge Around end March 2021, with rapidly reducing active cases, India was getting back to its pre-Covid days in its economic and mobility indicators. Record-high Goods and Services Tax (GST) collection of Rs 1.24 trillion in that month underscored the return of the … Read More ‘Moving epicenters’ – preparing India for future waves of Covid

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+ India, Macroeconomy

India’s USD 550 bn stimulus

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Relaxation in fiscal deficit targets creates enhanced fiscal space for India: this offers an opportunity to build India Financial Express Last month was abuzz with many commentaries on the Union Budget 2021-22 – the document was dissected for its numbers and narrative. Many new and bold ideas such as privatization of public sector undertakings (as the Government confines itself largely to the strategic sectors), … Read More India’s USD 550 bn stimulus

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+ India, Investments

Financing urban infrastructure

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Empowering Urban Local Bodies to leverage the markets. India’s rapid urbanization is a well-documented story. Depending on how one counts urbanization, India has between a-third and a-half of its population already live in high-density areas. The trend towards urbanization will continue as the economy moves to being more connected with global ecosystems in manufacturing and services. According to various estimates, urban India contributes to … Read More Financing urban infrastructure

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+ India, Investments, Macroeconomy

Hedging INR for the long-term

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Foreign investors with long-term commitments to Indian infrastructure need the ability to hedge their currency exposure in India. The exposure can typically last for multiple decades, especially in the context of infrastructure. The recently concluded Virtual Global Investor Conference saw large global investors recommitting to their interest in investing in India for the long-term. For investors, the return they seek is dependent on the … Read More Hedging INR for the long-term

+ India, Macroeconomy

A day in the life of an Indian

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 What the numbers say—how men and women spend their day differently; and how much bijli, sadak, paani can improve productivity Here’s a question that has been of interest to me: in a country of 1.4 billion people, if only approximately 400 million are in the workforce, what is it that the remaining billion people do?   We now have some answers. Time Use Survey … Read More A day in the life of an Indian

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+ India, Macroeconomy

Defining the frontier sector

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The new normal after Covid-19 requires a re-imagining of macroeconomics: we need to start defining the contours of, and measuring, the fourth sector. (First of a two-part article) “There are three estates in Parliament but in the Reporters’ Gallery yonder there sits a Fourth Estate more important far than they all. It is not a figure of speech or witty saying, it is a … Read More Defining the frontier sector

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+ India, Industries & sectors

Indian Aviation: Looking Ahead

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Aviation is amongst the worst-hit industries in Covid-19: what might change? – By Akhilesh Tilotia and Sunil Bhaskaran Before Covid-19 pandemic hit India and its aviation industry, airline traffic had been growing smartly for last many years: indeed, the industry had celebrated fifty consecutive months of double-digit growth in December 2018. Airlines in India had started transporting more people annually (~140 million) than the … Read More Indian Aviation: Looking Ahead

+ India, Industries & sectors, Public Policy

Landmark Reforms in Indian Agriculture

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Notes from a Live Webinar co-hosted by Axis Bank and agribazaar The panel was represented by senior government officials, investors, developmental agencies, agri-industrialists and a banker. The reforms undertaken by the Government were outlined and explained by the four Secretaries to the Government of India. These reforms have been variously called the “watershed moment”, “1991 moment”, and the “unshackling” of Indian agriculture, especially since … Read More Landmark Reforms in Indian Agriculture

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+ India, Macroeconomy

Medium-term dynamics for India post Covid-19 lockdown

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Shape of economic recovery will determine employment, debt and exchange rates. The immediate fiscal deficit dynamics and growth outcomes for India post Covid-19 lockdown have been the subject of intense analysis and discussion. The human crisis of lives and livelihood did demand both an immediate and urgent response. With the lockdown now opening and economic activity picking up, it is important to look beyond … Read More Medium-term dynamics for India post Covid-19 lockdown

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+ India, Public Policy

Building “digital cocoons” for the population

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Covid-19 highlights the importance of and urgent need to build ‘digital cocoons’ for the whole population. The Covid-19 series of lock-downs have brought very different experiences for varied segments of society: the contrast cannot be starker than the social media posts of fancy meals at home compared to the long walks back to hometowns. What explains the difference? Those who have been able to … Read More Building “digital cocoons” for the population

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+ India, Others

Coronavirus: Flattening the curve

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Building liquidity infrastructure and solution and protecting incomes required in the short-term; rebuilding trust in the long-term. We looked at some of the possible impacts of social distancing in the previous article. As various supply chains get disrupted due to sudden convulsions of demand and supply, the impact will be as much social as economic. The public health systems across the world are gearing … Read More Coronavirus: Flattening the curve

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+ India, Public Policy

The Ladder of Development and Progress

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Development and Progress go hand-in-hand; getting on and remaining on the ladders key to economic growth for individuals and nations. As India changed and economically progressed, it brought hope. There was indeed a pathway out of the poverty that the slow growth of the many decades had foisted upon the society. There was now a way to get out of ration queues to become … Read More The Ladder of Development and Progress

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