Selected Tag: Abheek Barua

Abheek Barua

Abheek, an independent economist and ex-Chief Economist at HDFC Bank, provides deep insights into financial markets and policy trends.

Through the Glass Darkly: Listing The Known Unknowns

As global risks mount, from volatility in the Russian oil supply to uncertainty over the future of the Fed chair, are we adequately prepared for the coming economic shocks?

Abheek Barua

July 23, 2025 at 10:02 AM IST

Federal Reserve

Monetary Policy

RBI’s New Dharma: Bold Cuts, Balanced Stance

With its bold cuts in repo rate and CRR, and the shift in stance, the RBI has tried to play its role in pushing growth but has a contingency plan, should things go wrong.

Abheek Barua

June 6, 2025 at 9:49 AM IST

RBI

Apple, Trump, And The Real Cost Of Making Things

Trump’s push to bring Apple’s factories home challenges India’s China+1 dream. But productivity, not wages, may be the real battleground.

Abheek Barua

May 21, 2025 at 6:22 AM IST

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RBI’s ‘Stance’ Is Still Standing; But Should It Be Retired For Good?

The RBI clings to its ambiguous stance on monetary policy. In a world demanding clarity, is it still useful, or merely an obstacle to transparency?

Abheek Barua

May 8, 2025 at 1:32 AM IST

Monetary Policy

RBI Chooses Growth Over Inflation As Tariff War Clouds Intensify

The RBI’s shift to an accommodative stance signals a growth-first approach, but its crisis response still feels too mild for the storm brewing.

Abheek Barua

April 9, 2025 at 7:46 AM IST

Anurag Vijay/CC

Monetary Policy

Reciprocal Tariffs: Brace For Impact

Should the RBI and indeed all central banks see the current situation as primarily an inflation problem or a growth problem?

Abheek Barua

April 4, 2025 at 7:44 AM IST

Goodbye, Mr Greenback?

For long, the status of the dollar has given the US the “exorbitant privilege” of being unconstrained by its external balances.

Abheek Barua

March 24, 2025 at 3:12 AM IST

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Rupee At A Crossroads: Stability, Competitiveness, And The Fragility Of Reserves

India’s reserves are built on capital inflows rather than trade surplus, making them vulnerable to sudden exits.

Abheek Barua

February 16, 2025 at 3:41 PM IST

Can The RBI Afford To Cut Rates?

Markets expect a rate cut, but can the RBI risk it amid global tariff wars, rising inflation, and currency pressures?

Abheek Barua

February 4, 2025 at 7:46 AM IST

Budget May Have To Reset India’s Growth Engine From Investment To Consumption

It is pointless to debate whether the current slowdown is cyclical or structural; what matters is finding a way forward. The Budget 2025-26 will have to navigate a complex economic landscape where growth momentum has faltered just when it was expected to pick up.

Abheek Barua

January 30, 2025 at 9:44 AM IST

ZOHO ANALYTICS CHECK

Abheek Barua

January 29, 2025 at 5:44 PM IST

The Bureau

India’s Economy Expands 7.8% in June Quarter, Highest in Five Quarters

Rupee Hits Record Low as Tariff Shock Fuels FPI Outflows

Trump Tests the Guardrails of US Credibility

India’s Industrial Output Growth Hits Four-Month High of 3.5% in July

Fed Eyes Data Before Rate Decision; Trump’s 50% Tariff on India in effect

Fitch Affirms India Rating Days After S&P Upgrade, Points to Tariff Risks

Lifting the Lid on Regulatory Silence

How Some Importers Mined a Scheme for Exporters to Dodge Exchequer

Sanjeev Sanyal on Trump, India’s Growth Path, and Process Reforms

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

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