Selected Tag: interest rate
Selected Tag: interest rate

AI, Oil and Why Dalal Street Has Little Reason to Relax

An AI crash could send money fleeing US stocks. Investors betting it will land on Dalal Street may be in for an expensive surprise.

Vivek Kaul

November 9, 2026 at 3:05 AM IST

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Why India Needs a Rate Defence of Its External Sector

Higher rates can support rupee returns, moderate import demand, and conserve reserves as oil costs and capital outflows strain external finances

Anil Katia

November 3, 2026 at 8:11 AM IST

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Is Washington Trying to Inflate Away Its Debt?

Tariffs, fiscal expansion, low real rates and pressure on the Fed raise a provocative question: is inflation becoming part of Washington’s answer to its debt burden?

Sanjay Mansabdar

October 28, 2026 at 5:19 AM IST

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Masterclass with Michael Patra

International Dimensions of Monetary Policy

Michael Patra explains how exchange rate regimes shape monetary policy independence and why global forces constrain domestic policy choices

Michael Debabrata Patra

October 15, 2026 at 4:28 AM IST

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RBI’s FX Barricades Expose the Limits of Borrowed Stability

The RBI’s $143 billion swap mobilisation has failed to ease rupee pressure. Fresh currency controls reveal the limits of debt-funded reserves

Dhananjay Sinha

October 13, 2026 at 2:27 AM IST

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A Tale of Two (Debt) Burdens

India and the US have both built up unsustainable debt. In India, the cost of the debt is the issue, while in the US the problem is that of the size of the debt.

Sanjay Mansabdar

September 25, 2026 at 6:43 AM IST

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Distorted Price Signals: Tariffs, Interest Rates, and Global Inflation in 2026

In a world governed by signals, goverments are increasingly walking the tightrope between achieving policy objectives and the side-effects of their actions

Nilanjan Banik

September 23, 2026 at 11:22 AM IST

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Are Interest Rates in India Too Low?

Indian bond yields may be running below levels implied by growth and inflation, fuelling leverage, asset-price excesses, capital outflows and pressure on the rupee.

Sanjay Mansabdar

September 18, 2026 at 12:24 PM IST

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Basis Shorts

The Bureau

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