Madhavi Arora

Madhavi Arora

Madhavi Arora is Chief Economist at Emkay Global Financial Services, where she focuses on macroeconomic research and asset allocation strategies.

Optical Illusion in Public Capex

The public investment surge this year appears impressive, but much of its strength comes from accounting adjustments and base effects rather than new capital creation

Madhavi Arora

October 9, 2025 at 6:48 AM IST

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iStcoks/mgstudyo

RBI Must Cut Rates Now, Not Wait Until December

Monetary Policy

With inflation collapsing, growth momentum set to fade, and the rupee a shock absorber, the RBI must cut rates in October, not wait till December.

Madhavi Arora

September 30, 2025 at 5:17 AM IST

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Screengrab from a RBI Press Conference

Visa Shock Nudges India’s IT Towards a Stickier Offshore Model

The steep H-1B fee for new visas is a jolt, yet it may ultimately tilt India’s tech exports toward deeper offshoring and GCC scale, with manageable macro drift.

Madhavi Arora

September 22, 2025 at 8:42 AM IST

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iStock.com/Kandarp Gupta

Powell Frames Fed’s Cut as Risk Insurance, Not a Pivot

Powell’s 25 bps cut looked dovish on paper, but his hawkish framing stressed risk insurance, not a pivot, leaving markets guessing on what’s next.

Madhavi Arora

September 18, 2025 at 3:21 AM IST

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Federal Reserve

GST 2.0 Shifts India’s Growth Strategy from Highways to Homes

India’s tax overhaul tilts growth strategy back towards households, but the bet on demand revival must not crowd out investment.

Madhavi Arora

September 4, 2025 at 3:13 PM IST

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iStocks/triloks

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