Articles by Latha Venkatesh
Jun 03, 2015
Raghuram Rajan's no-more-RBI-rate-cuts stance is a strong message; govt should take heedHopefully the government will take on board all the three suggestions rather than simply harp on rates
Feb 11, 2015
Markets shouldn't fear AAP win: Modi will not buckle under just one defeatAre the markets cheap even at 8,300? That should be the question that should worry the markets more than the impact of AAP on the budget. The bigger worry: Are the economy's problems too intractable to be answered in one budget or even in one year?
Feb 03, 2015
RBI policy: Forget rate cut, watch out for its views on rupee, food inflation, revised GDPThe market and the business community will focus more on the RBI's stance in the statement and in the governor's press conference
Jan 05, 2015
Bankers' meet: PM statement on autonomy clear signal of coming reformsIf Modi can ensure the legal changes, then one can be bullish on public sector banks for longer term
Dec 15, 2014
Oct IIP contracts: Industrial slowdown not so bad but low inflation may hurtInflation still needs a careful eye while the industrial output is not a great picture, can't be tuned up with interest rates.
Sep 22, 2014
What Modi should have raised with Xi: Why can't India decrease trade deficit with China?So the question is, why are we not able to export to china when we can to the US?
Feb 16, 2014
It's been a rocky year and you shouldn't take interim budget 2014 lightlyAn ugly deficit and uncertainty on growth can have disastrous consequences on the external front
Oct 10, 2013
CAD crisis squashed for now as exports rise; focus must shift to fiscal deficitThe current account deficit in the second quarter may well be zero. The year could end with a 2.5 percent CAD. The focus must now shift to the fiscal deficit.
Oct 04, 2013
Correcting CAD: Let rupee fall and stop doling out sops for foreignersA slower depreciation of the rupee is better way to strengthen the country's exports, lower competitive imports and give a boost to Indian industry all round. The enforced appreciation of the rupee cuts this boost to industry.
Sep 23, 2013
If govt doesn't do its bit, Rajan's attack on inflation will hurtThe decision to track CPI can mean a much more hawkish RBI that we are prepared for. Not only is headline CPI at 9.5%, non-food CPI has been sticky at 8.7%. So even assuming food inflation drops rapidly in the last quarter of 2013, headline CPI may remain well above 8%. In which case RBI may go for 2 more rate hikes.<br /><br />