Shubhada Rao, Vivek Kumar, and Yuvika Singhal

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

Shubhada Rao is the founder of QuantEco Research. Vivek Kumar and Yuvika Singhal, veteran economists, spearhead the research initiatives at the firm.

Monetary Policy, Liquidity, and the Road Hereafter

MPC Review

Despite ample liquidity and 125-bps easing, monetary transmission stayed uneven. Bonds reflected supply fears, policy uncertainty, and muted demand.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

February 7, 2026 at 1:51 PM IST

Article related image

Time for an Economic Reset

Budget 2026

As India prepares Budget 2026, the focus shifts to fiscal discipline, debt anchoring, federal realignment, and trade reform to reset growth on a sustainable path.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

January 28, 2026 at 5:50 AM IST

Article related image

Finance Ministry

Rupee Strains and the Liquidity Paradox Testing the RBI’s Resolve

As the rupee faces tariff-induced pressure, the RBI’s interventions are reshaping domestic liquidity, revealing the delicate balance of currency defence and monetary control.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

November 12, 2025 at 6:18 AM IST

Article related image

RBI Anchors Inflation as Growth Levers Shift Beyond Rates

Monetary Policy

RBI has anchored long-term inflation expectations, but with growth slipping, non-rate levers now hold the key to sustaining momentum.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

October 3, 2025 at 4:17 AM IST

Article related image

Preserving Macro Stability Amidst Elevated Volatility To Test Budget

The central government should keep its fiscal powder dry by avoiding any fiscal missteps while keeping a close watch on the changing global trade and economic order. Maintaining fiscal discipline, but not overdoing it, will be the key.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

January 31, 2025 at 1:09 PM IST

Article related image

The Bureau

MPC Opts for Patience as Data Revisions Loom, Trade Deals Lift Growth Outlook

Gold Surge Widens January Trade Deficit, US Trade Deal May Steady Exports

BofA Lowers FY27 CPI Forecast as New Series Shows No Major Trend Shift

India’s Rebased CPI Signals Softer Core, Says I-Sec PD

Government Addresses Borrowing Concerns with Fresh Bilateral Switches

India’s January Inflation 2.75% Under New Series Versus 1.33% in December Under Old Series

RBI Issues Draft Norms to Curb Mis-selling, Ban Dark Patterns, Forced Bundling by Regulated Entities

Duvvuri Subbarao on India’s Growth, Inflation Targeting and Centre–State Faultlines

Learning to Shoot: I Tried to Fly Before I Could Walk