Writer

Renu Kohli

27 posts

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Economic slowdown: The return of inflation fears

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Renu Kohli Typically, tax increases are one-off, and not considered inflationary because of a one-time increase in costs. RBI sent markets into a shock by deciding not to cut the policy rate last week. Overturning consensus expectations of further easing, the ... More »

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Investor anxiety: Private investment in the doldrums

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Renu Kohli In the financial sector, capital support for public banks has been universally assessed to be deficient to cover provisioning and growth. India’s preoccupation with reviving investment goes back to over five years now. Since 2014, much fiscal-moneta... More »

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NPA ailment: Financial sector fragility persists

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Renu Kohli These counters could keep the lid on NPAs, preventing a full-blown reversal of the cycle. Is the non-performing asset cycle beginning to reverse after a brief spell of improvement? Nascent signs have appeared, even though an enduring setback is not ... More »

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Explained: Why corporate tax cut is no brahmastra

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Renu Kohli RBI Governor Das, too, had communicated this, in no uncertain terms, to the market a week before. (File photo) Last Friday’s corporate tax rate cut elicited a euphoric response from the stock market, compelling several analysts to revise their short... More »

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Budget 2019: Modi 1.0 exhausted all fiscal space

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Renu Kohli Budget 2019: A decisive political mandate and a fragile economy have raised expectations for a power-packed FY20 budget. This is anticipated to be significantly different from the interim one. As Modi government 2.0 prepares to reshape revenue param... More »

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Bad loans: Is the NPA fire spreading?

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Renu Kohli India’s NPA cycle appears relentless. In 2014, bad loans were confined to the nonfinancial corporate sector. But now, the NPA fire seems spreading to micro, small and medium businesses (MSMEs), even drawing some retail loans into its fold. On the le... More »