India’s real GDP growth accelerated to 8.2% in Q2, marking its strongest performance in six […]
Author: Dr. Manoranjan Sharma, Chief Economist, Infomerics Ratings
The Unseen Debt Crisis: Navigating Buy-Now-Pay-Later (BNPL) Syndrome in India
Buy-Now-Pay-Later (BNPL) has rapidly evolved from a niche fintech product into a mainstream payment and […]
India at an Inflexion Point: Firing on All Growth Cylinders
“Stick to the big questions, don’t get bogged down in the details.” — Tony Sanford […]
The Unequivocal Bihar Verdict: Charting a Pathway to the Future
The NDA’s emphatic mandate was a staggering 202 out of 243 seats – a tsunami […]
Record Diwali Spending: Confidence vs. Pent-Up Demand and Inflation
A granular examination of record Diwali spending reveals a nuanced interplay between genuine consumer confidence […]
Implications of the new Central Pay Commission on Government Expenses
Introduction: A Fiscal and Policy Turning Point The Cabinet’s approval of the Terms of Reference […]
Fed’s October 2025 Policy: A Balancing Act Between Growth and Inflation
The U.S. Federal Reserve reduced its policy rate by 25 basis points on October 29, […]
Central Banks’ Lapping Up Gold – Method in the Madness
In 2025, central banks’ record-breaking accumulation of gold is far more than an act of […]
Winds of Change – The Indian Cinema
A Global Context: India’s Expanding Cinematic Footprint In the post-pandemic world, few entertainment industries have […]
Beyond Incrementalism: Reforms in Land Governance and Women’s Empowerment
India’s economic reform trajectory has, over the decades, acquired a broad political consensus. Today, across […]
RBI’s October 2025 Monetary Policy: Balancing Growth and Inflation
The October 2025 review carries special weight, coming after a period of aggressive monetary easing. […]
Navigating a Difficult Intersection of Economics and Politics, Fed brings a Rate Cut!
Analytics of the Federal Reserve’s September 2025 Policy In line with market expectations, the Federal […]
Catalytic GST Reforms – A Watershed Moment
Effective September 22, 2025, the Goods and Services Tax (GST) regime undergoes its most significant […]
Emerging Contours-India-China Relationship
India’s Mounting Trade Deficit with China- Issues and Concerns India’s merchandise trade deficit with China […]
GST Reforms: Attempt to Lean Against the Tariff Wind
Trump’s staggering 50% tariffs have impacted about 70% of India’s goods exports to the U.S., […]
Trump’s 50% Tariff Tantrums: Severe Hit, Recrafting Strategies
The announcement from Washington was blunt and brutal: from August 27, 2025, every Indian export […]
RBI’s August Policy: Context, Decision, and Emerging Contours
“It is not the strongest of the species that survives, nor the most intelligent, but […]
Trump’s 25% India Tariffs-Bracing for the Impact
President Donald Trump’s ill-conceived policies (the “Theatre of the Absurd”!) have evoked widespread development discourse and […]
Digital Transformation and Emerging Technologies-Issues, Concerns and Roadmap Ahead
“In today’s era of volatility, there is no other way but to re-invent. the only […]
Building Resilience and Innovation for Cooperation and Sustainability: Unpacking the BRICS Summit Agenda
The 2025 BRICS Summit, held in Rio de Janeiro, took place against a background of […]
India’s Shifting Savings Landscape: A Wake-Up Call for Policy Reform
“It is not the strongest of the species that survives, nor the most intelligent, but […]
India and the Iran–Israel Conflict: A Balancing Act in a Shifting Landscape
For this time, the war clouds seem to have blown over. But the warnings were […]
A Strategic Pivot Amidst Global Turbulence: RBI’s June 2025 Monetary Policy
The RBI justifiably prioritized fostering economic growth for sustained economic development, particularly because of controlled […]
Trump’s Tariff Trilemma: Momentary Respite or Prelude to Prolonged Pain?
“History never repeats itself, but it does often rhyme.” – Mark Twain Tariff Euphoria Gives […]
IMF’s Pakistan Bailout – The Dubious Case
“You have to be willingly ignorant of the past not to know where all this […]
India-Pakistan War: Different Market Dynamics At Play, to Each his Own!
“You cannot negotiate peace with someone who has come to kill you” – Late Golda […]
India’s FY26 GDP may grow 6.5%; Trump tariffs to have limited impact
In an interview with Mint, Manoranjan Sharma, Chief Economist, Informerics Ratings shared his views on […]
FED Policy Action: Spillover on India
The Fed considers multiple things in its risk matrix, such as setting interest rates to […]
Governor Starts Steady on a Seaming Pitch
RBI’s February 2025 Policy, which was entirely in conformity with our expectations, was formulated against […]
The Plummeting of Arvind Kejriwal- Neither a Mystery nor a Conundrum
“The enemy doesn’t warn its target. Emergencies do not make appointments, and the greatest battles […]
Roller Coaster Stock Market Ride: Staying the Course
“Price is what you pay, value is what you get” – Warren Buffett Historically, the 30-share […]
Iran Israel War: Economic Implications for India
As we enter an ever-increasing inter-dependence upon nations in the global supply chain, there is […]
AI, Geopolitical Dynamics and Climate Change Influencing Credit Rating
“The best laid schemes o’ Mice an’ Men Gang aft agley, An’ lea’e us nought […]
RBI’s Record Dividend – Connecting the Dots
The issue of dividend transfer by the Reserve Bank of India (RBI) to the Government […]
The Stock Market: At an Inflection Point
“Investing should be more like watching paint dry or watching grass grow. If you want […]
Examining the Stock Market Connudrum
India has been the fastest-growing major economy for the third successive year. Despite global headwinds, […]
Crystal Ball Gazing: Playing the Nostradamus
While predicting the shape of things likely to come in the year ahead is always […]
US Fed November Policy: Analytics and Implications
The central banks across the world were largely on a rate hiking spree for the […]
Global Headwinds: Our Response and Its Ramifications
Bond yields will harden, cost of credit may go up for companies, crude price will […]



