India’s stock market valuations are completely out of whack with reality

    2021-01-23T09:30:38+00:00January 23rd, 2021|Analysis - India Global Business|

    The inflow of cheap foreign money, rather than the underlying fundamentals of companies that is fuelling the stock market boom. Experts say this rally will persist as long as the funds continue to flow. But individual investors should ride this rally with great caution.

      RBI interventions to play crucial role in India’s economic recovery

      2021-01-15T07:53:12+00:00January 15th, 2021|In Focus: Covid-19 impact, India Inc Views - India Global Business|

      Unbridled foreign currency inflows into Indian stock markets can lead to an appreciation of, and volatility in, the Indian currency. Thus, the central bank’s role in ensuring that the rupee trades in a narrow band will be very important in the coming quarters.

        One-time restructuring of loans can help NBFC sector get back on track

        2020-12-10T10:24:42+00:00July 8th, 2020|Guest Columns - India Global Business, Insight - India Global Business|

        The government and RBI have addressed the supply side by providing adequate liquidity support to the non-banking finance company sector. But with cash flows drying up, many borrowers may be forced to default. Addressing the demand side now will complete the circle and facilitate the smooth flow of credit through the system once again.

          Re-balancing the trilemma: Reserve Bank of India bats for growth, at last

          2019-02-15T14:39:10+00:00February 15th, 2019|2019, Global Edition – February 2019|

          Keeping the currency stable, inflation muted and growth high is an unenviable three-way challenge faced by India’s banking chief. The Reserve Bank of India (RBI) governor has an unenviable job. Apart from being India’s chief banking regulator, he has to ensure that the Indian currency remains stable, inflation muted and growth high. These last three have often been referred to as the Indian central banker’s trilemma. On the face of it, all three are highly desirable outcomes and ideally, the [...]