Selected Tag: CAD
Selected Tag: CAD

India’s Low-Equilibrium Growth Trap is the Real Stagflation Risk

India’s growth story is increasingly at odds with household realities. Weak incomes, falling savings and stagnant private capex, not merely oil shocks, are the bigger risks.

Dhananjay Sinha

June 1, 2026 at 5:13 AM IST

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India’s External Sector Needs a New Compact with Global Capital

India’s external-sector debate needs to evolve beyond the old binary of safe CAD thresholds while also avoiding overly rigid distinctions between good and bad capital.

Duvvuri Subbarao

May 11, 2026 at 2:57 AM IST

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India’s Services Edge in the Age of Geopolitical Turbulences

Oil shocks still rattle India’s economy, but a powerful services surplus is reshaping its external resilience and cushioning geopolitical turbulence.

Shilpashree Venkatesh

March 14, 2026 at 5:20 AM IST

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Oil Shock Threatens Wider External Gap; FY27 CAD at 2% if Crude Averages $80: IDFC FIRST Bank

BasisPoint Insight

March 4, 2026 at 11:43 AM IST

The Bureau

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities
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