Selected Tag: Deepa Vasudevan
Selected Tag: Deepa Vasudevan
Deepa Vasudevan

Deepa Vasudevan

Deepa Vasudevan writes about macroeconomics and finance through the lens of data, facts and the stories of our lives.

The Risk in India’s Credit Boom Lies in What It Funds

Loan growth outpacing nominal GDP growth is not a problem in itself. The concern lies in the composition of the loan growth.

Deepa Vasudevan

November 6, 2026 at 5:00 AM IST

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Why South India Wants More Babies

South India’s falling fertility is reshaping its age profile and future workforce, pushing states to rethink population policy even as reversing the trend remains difficult.

Deepa Vasudevan

October 27, 2026 at 6:52 AM IST

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What Household Surveys Reveal About India’s Growth Disconnect

RBI consumer surveys suggest the gap between reported growth and household experience is being driven less by inflation than by concerns over jobs and economic conditions.

Deepa Vasudevan

October 1, 2026 at 3:26 AM IST

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Oil, Yields and Uncertainty: A Triple Whammy for Monetary Policy

Rising oil prices, higher global yields and persistent uncertainty are narrowing the RBI’s room to hold rates, despite excess domestic liquidity.

Deepa Vasudevan

September 12, 2026 at 10:30 AM IST

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Could WPI Inflation be the Canary in the Coal Mine?

WPI and producer prices are flashing signs of upstream inflation. Whether they spill into consumer prices will depend on oil, corporate margins, and pricing power.

Deepa Vasudevan

August 19, 2026 at 4:22 AM IST

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The Importance of Fiscal Prudence: Lessons from the Yen’s Depreciation

The yen got hammered, and the takeaway for India is that strong fundamentals and domestic debt alone cannot protect a currency. What India needs is to focus on fiscal discipline.

Deepa Vasudevan

August 4, 2026 at 3:19 PM IST

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Trimmed Mean Inflation: Cutting Through the Noise—or Trimming Reality?

Trimmed mean inflation can cut through volatile price swings and sharpen the policy signal. But it also risks becoming a convenient metric that bears little resemblance to the inflation households actually feel.

Deepa Vasudevan

July 17, 2026 at 3:26 AM IST

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Worrying Signals from Inflation Data

CPI remains below 4%, but producer prices, wholesale inflation, and a delayed monsoon point to mounting pipeline pressures that could test the RBI's wait-and-watch strategy.

Deepa Vasudevan

June 29, 2026 at 3:40 AM IST

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Basis Shorts

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India's Energy Transition: The Hard Part is Yet to Come
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