Selected Tag: current account deficit
Selected Tag: current account deficit

Rupee’s Real Fault Line Lies Beyond Domestic Policy

Domestic measures can bolster the rupee temporarily, but costly global funding and attractive US assets remain the deeper sources of pressure.

Dhiraj Nim

July 20, 2026 at 6:41 AM IST

Article related image

istock.com

America's AI Infrastructure Bet Is Rewriting the Global Economy

America's AI data centre boom is lifting growth, strengthening the dollar and offering India a blueprint for attracting investment and building digital infrastructure.

Nilanjan Banik

July 14, 2026 at 5:57 AM IST

Article related image

istock.com

Rupee Nears Another Goldilocks Phase as External Risks Recede

Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.

Gaura Sen Gupta

June 30, 2026 at 5:58 AM IST

Article related image

istock.com

Week in Numbers: Tracking India’s Economic Pulse

The latest retail inflation and current account deficit data were positive surprises despite the war in West Asia.

Datametricx

June 13, 2026 at 11:19 AM IST

Article related image

istock.com

A Tale of Two Forces: Navigating India's Exogenous and Endogenous Factors

While India cannot do much for external factors, it is time the government takes a strong look at what reforms it can bring in to stabilise the economy and lead the next phase of growth.

Nilanjan Banik

June 10, 2026 at 10:54 AM IST

Article related image

istock.com

Can RBI's Capital Flow Push Offset Global Yield Pressures?

The RBI has opened the door wider for foreign capital. Whether investors step in will depend less on policy changes and more on where global yields head next.

Yashveer Singh

June 10, 2026 at 8:28 AM IST

Article related image

Highlights Of India’s BoP For January-March 2025-26

BasisPoint Insight

June 8, 2026 at 1:14 PM IST

Opinion

The Costs of Governing India Through Election Cycles

The West Asia crisis has exposed vulnerabilities India ignored for years as electoral calculations repeatedly outweighed economic reform.

Avanti Bhati

May 29, 2026 at 6:32 AM IST

Article related image

Istock.com

India’s Gold Financialisation Is Changing Ownership More Than Demand

With gold schemes, India did not move away from physical gold; it just gained more ways to own it.

Abhishek Dey

May 22, 2026 at 10:17 AM IST

Article related image

Istock.com

RBI’s FX Strategy Shifts as Oil Shock Tests External Stability

A prolonged West Asia shock may widen external deficits and strain capital flows, forcing the RBI to prioritise FX reserve preservation over currency defence

Gaura Sen Gupta

March 25, 2026 at 2:02 PM IST

Article related image

India–US trade deal seen triggering multi-asset relief rally, Emkay says

BasisPoint Insight

February 3, 2026 at 1:24 AM IST

A Decade of Rupee Depreciation: Why This Time Was Different

The rupee’s 2015–25 slide looks dramatic in headline terms, but unlike past episodes it unfolded gradually, supported by services exports, reserves and RBI’s volatility management.

Babuji K

December 22, 2025 at 5:23 AM IST

Article related image

Week in Numbers: Tracking India’s Economic Pulse

Recent data tell a story of two Indias – booming GDP growth and record-low inflation, yet struggling with anaemic industrial growth and rising external risks.

Datametricx

December 6, 2025 at 9:58 AM IST

Article related image

iStock.com

Week in Numbers – Tracking India’s Economic Pulse

The GST reforms, slowdown in tax collections and the likely sops to protect the export sector from the US tariffs are likely to put pressure on government finances this year.

Datametricx

September 8, 2025 at 9:48 AM IST

Article related image

Finance Ministry

The Bureau

The Foster Mother of Lodhi Garden
Image