Shubhada Rao, Vivek Kumar, and Yuvika Singhal

Shubhada Rao is the founder of QuantEco Research. Vivek Kumar and Yuvika Singhal, veteran economists, spearhead the research initiatives at the firm.

Ten-Year Yield May Drift To 7.25-7.50% By March

The RBI’s rupee-support package should give gilts near-term respite, but inflation, fiscal risks and the expected turn in the policy cycle could push up yields.

June 8, 2026 at 1:48 AM IST

istock.com

A Regime Shift for India’s BoP

A stronger services surplus masks a quieter shift, as weaker capital inflows reshape India’s BoP and raise new policy and market risks

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

May 2, 2026 at 4:29 AM IST

Calm Policy, Stormy Skies

Monetary Policy

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

iStock.com

India’s GDP Reset Credibly Recalibrates the Growth Narrative

A rebased national accounts framework lowers nominal levels, reduces volatility and reshapes fiscal arithmetic, while leaving India’s growth engine intact.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

March 2, 2026 at 2:31 AM IST

Monetary Policy, Liquidity, and the Road Hereafter

MPC Review

Despite ample liquidity and 125-bps easing, monetary transmission stayed uneven. Bonds reflected supply fears, policy uncertainty, and muted demand.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

February 7, 2026 at 1:51 PM IST

Time for an Economic Reset

Budget 2026

As India prepares Budget 2026, the focus shifts to fiscal discipline, debt anchoring, federal realignment, and trade reform to reset growth on a sustainable path.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

January 28, 2026 at 5:50 AM IST

Finance Ministry

Rupee Strains and the Liquidity Paradox Testing the RBI’s Resolve

As the rupee faces tariff-induced pressure, the RBI’s interventions are reshaping domestic liquidity, revealing the delicate balance of currency defence and monetary control.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

November 12, 2025 at 6:18 AM IST

RBI Anchors Inflation as Growth Levers Shift Beyond Rates

Monetary Policy

RBI has anchored long-term inflation expectations, but with growth slipping, non-rate levers now hold the key to sustaining momentum.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

October 3, 2025 at 4:17 AM IST

Preserving Macro Stability Amidst Elevated Volatility To Test Budget

The central government should keep its fiscal powder dry by avoiding any fiscal missteps while keeping a close watch on the changing global trade and economic order. Maintaining fiscal discipline, but not overdoing it, will be the key.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

January 31, 2025 at 1:09 PM IST

The Bureau

US-Iran Peace Deal Offers Relief, and Lessons for India

Risk-On Rally Sweeps Asia as US-Iran Accord Raises Hopes of Regional Stability

US-Iran Peace Deal Set for Friday Signing, Trump Says Hormuz to Reopen

Why India Should Delay Deeper Trade Ties With US

India May Inflation Stays Below 4%; Food Inflation Rises to 4.78%

Highlights Of India’s BoP For January-March 2025-26

Foreign Money Returns but Conviction Remains Short

Services Cushion India’s BoP as Trade Gap, FPI Outflows Bite

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk