N. Srinivasa Rao

N. Srinivasa Rao

Srinivasa Rao, ex-Economic Advisor at Finance Ministry, spent 28 years in IES, and now heads strategy at Bajaj Finserv.

RBI Should Stay on Hold in October to Preserve Stability

Monetary Policy

With inflation subdued and growth resilient but external shocks looming, the RBI’s wisest move in October is to pause and preserve stability.

N. Srinivasa Rao

September 30, 2025 at 4:01 AM IST

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GST Reboot Risks Fiscal Strain More Than it Promises Growth

India’s proposed GST rejig is being billed as a Diwali bonanza. The risk is that it leaves state finances stretched without delivering a real consumption boost.

N. Srinivasa Rao

August 23, 2025 at 6:59 AM IST

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RBI Pauses, Rightly, But October May Cut Through Uncertainty

RBI holds repo with a neutral stance, but October policy could pivot if growth slows or tariffs bite.

N. Srinivasa Rao

August 7, 2025 at 12:39 PM IST

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GST 2.0: Next Steps For India's Tax System

With GST at a critical juncture, the Council must push key reforms to sustain revenue, simplify compliance, and drive India's growth ambitions.

N. Srinivasa Rao

March 13, 2025 at 11:45 AM IST

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Striking A Balance Between Real Rates And Growth

India's growth ambitions hinge on a finely tuned real interest rate—one that stimulates investment while maintaining inflation control and financial stability.

N. Srinivasa Rao

February 24, 2025 at 2:53 PM IST

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Saving The Rupee Without Suffocating Growth

RBI must navigate a delicate trade-off between supporting growth and stabilising the rupee amid rising capital outflows. Inflation, global uncertainties, and structural gaps demand a nuanced policy mix.

N. Srinivasa Rao

February 20, 2025 at 3:56 AM IST

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