Can further rate cuts revive investor sentiment?
As the economy weakens, pressure is building on the central bank for another rate reduction
September 11, 2019
Is it the right time to buy real estate stocks?
After battling waning demand and a liquidity crunch, real-estate stocks recover thanks to the GST rate cut and sops
April 11, 2019
The current 50 basis point reduction, if passed on entirely by lenders, will benefit some companies disproportionately
Jitendra Kumar Gupta - October 06, 2015
Why rate-sensitive stocks aren't attractive yet?
There is disagreement on whether RBI’s latest rate cut can revive demand
Jash Kriplani - October 01, 2015
Raghuram Rajan's growth gamble
A harangued RBI goes all-in to re-ignite demand
September 29, 2015
What should spur a repo rate cut
Not 7% GDP, but 7% real interest rate may drive rate cut
Deep Narayan Mukherjee - September 02, 2015
Why the RBI should not reduce the interest rate
The return of rate cut cacophony does not make sense and is more supported by theory than data
Deep Narayan Mukherjee - July 24, 2015