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Sourav Majumdar

Sourav Majumdar has been a financial journalist for over 18 years. He has worked with leading business newspapers and covered the corporate sector and financial markets. He is based in Mumbai.

Sep 12, 2013

IIP up 2.6%: Huge relief but it’s time for Rajan-Chidu to bring in reforms

With industrial production showing signs of a turnaround, this is the best time to push through further structural reform. Will Raghuram Rajan also join the party on 20 September? #CPI #IIP #Inflation #Numbers #P. Chidambaram #Raghuram Rajan #RBI #WhatNext

Sep 12, 2013

Are we celebrating the ‘Rajan effect’ too soon?

The stockmarkets have begun yo-yoing, the rupee has stabilized, the green shoots theorists are back. But it will be prudent to wait before we can call it a turnaround #Barack Obama #Currency #Economy #P. Chidambaram #Raghuram Rajan #Syria

Sep 11, 2013

Forget rupee stress, demand slowdown is biggest worry for India Inc

Farm sector seen lifting GDP on back of bountiful monsoon, finds CRISIL study #CRISIL #Demand #India Inc #Indian rupee #Slowdown

Sep 5, 2013

‘Rockstar’ Rajan begins well, but it’s going to be a very long haul

Firm, reformist and like a breath of fresh air, the new Reserve Bank governor has made more than the right noises. Now will come the real test, that of execution #Current Account Deficit #Duvvuri Subbarao #Economy #India #PolicyWatch #Raghuram Rajan #Raghuram Rajan speech #RBI #Reserve Bank of India

Sep 4, 2013

No magic wand: Raghuram Rajan, welcome to the RBI tightrope walk

How Rajan takes his first steps as governor could go a long way in deciding how India will tackle what is quickly turning out to be the most challenging period the country has witnessed in a long time. #Economy #Governor D Subbarao #Growth #policies #Raghuram Rajan #RBI #RBI Governor #Reserve Bank of India #WhatNext

Sep 3, 2013

Dear UPA, reforms and Food Bill cancel each other out

With all major parameters showing that the economy is in serious trouble, the government is talking of tougher reforms. But the reality on the ground is different. #ConnectTheDots #Economy #Food Security Bill #GDP #GST #Manmohan Singh #P. Chidambaram #UPA

Aug 30, 2013

Not just ‘Relatively flat': Why Q1 GDP at 4.4% is a major slowdown

Unless manufacturing picks up over the next few quarters, the India story looks in serious trouble. #GDP growth rate #GDP slows down #HowThisWorks #India Economy #Q1 FY2014 GDP

Aug 29, 2013

Rupee nears 70: Why Chidu’s 10-point plan will be a flop

A government eyeing elections will have little resolve to implement true reforms; India most vulnerable among emerging markets. #2014 Lok Sabha Elections #ConnectTheDots #Deutsche Bank #Food Security Bill #Indian rupee #P. Chidambaram #Syria crisis #UPA

Aug 23, 2013

Rupee at 65: UPA’s plumbing won’t bring about recovery

The government is missing the big picture as it stays busy trying to douse the fire in the forex market and points to global headwinds. #CAD #ConnectTheDots #Economy #Indian rupee #P. Chidambaram #RBI

Aug 22, 2013

CAD pain: With rupee at 65, it’s raining bad news for UPA

The rupee shows no signs of halting its slide and all eyes are on the US Federal Reserve for signals about when the tapering of its quantitative easing (QE) program will begin. #CAD #Chidambaram #Deustche Bank #Economy #HowThisWorks #India #Investing #RBI #Rupee #UPA