Gaura Sen Gupta

Gaura Sen Gupta

Gaura Sen Gupta, a D-School alumna, is the Chief Economist at IDFC First Bank.

RBI’s FX Strategy Shifts as Oil Shock Tests External Stability

A prolonged West Asia shock may widen external deficits and strain capital flows, forcing the RBI to prioritise FX reserve preservation over currency defence

Gaura Sen Gupta

March 25, 2026 at 2:02 PM IST

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West Asia Shock Tests RBI’s Growth-First Playbook

A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive.

Gaura Sen Gupta

March 18, 2026 at 5:47 AM IST

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Solving RBI’s Liquidity Conundrum

MPC Review

RBI’s record liquidity infusion in 2025-26 has failed to ease conditions as dollar sales, cash leakage and fiscal hoarding drain surplus.

Gaura Sen Gupta

February 5, 2026 at 6:09 AM IST

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