Sujit Kumar*

Sujit Kumar*

Sujit Kumar is Chief Economist at National Bank for Financing Infrastructure and Development.

India’s Energy Future Cannot Sail Through Hormuz Forever

India’s growing gas pipeline network may not eliminate import dependence, but it could soften future energy shocks in an increasingly unstable world.

Sujit Kumar*

May 18, 2026 at 7:15 AM IST

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MPC Gets the Flexible Inflation Targeting Mandate Right

Monetary Policy

The MPC’s well-timed rate cut showed rare institutional clarity, reaffirming its inflation-targeting mandate and restoring flexibility to policy.

Sujit Kumar*

December 5, 2025 at 1:06 PM IST

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Building Viksit Bharat Demands a ₹770 Trillion Push

India’s path to becoming a developed nation by 2047 rests on an unprecedented infrastructure drive. The challenge is not the ambition, but how to pay for it.

Sujit Kumar*

September 29, 2025 at 4:11 AM IST

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Getting credit flow where it matters most

India’s lenders look flush and NBFCs are growing, yet without private capital stepping up, the credit engine risks running idle.

Sujit Kumar*

August 22, 2025 at 7:06 AM IST

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The Banking Boom May Be Ending. What Comes Next Will Test Us.

A narrowing credit-deposit wedge, floating-rate pressures, and deposit repricing suggest India’s post-Covid banking upswing is fading fast.

Sujit Kumar*

July 23, 2025 at 8:43 AM IST

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iStock.com/lakshmiprasad S

Banks Are No Longer The Backbone Of Infrastructure Credit

The RBI’s new project finance guidelines are not about inviting banks back into the sector. They quietly endorse a specialised model already taking shape.

Sujit Kumar*

June 24, 2025 at 8:20 AM IST

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Istock.com/Emmanuel Nalli

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