6 mins read 21 Apr 2026 09:35 AM IST
Business News›Dhananjay Sinha
Dhananjay Sinha
Co-Head of Equity & Research, Systematix Group
He comes with over 20 years of research experience in the areas of macro economies and financial markets research, including equities, fixed income, commodities and currencies. Sinha has successfully ...
Read MoreStories by the author
El Niño and geopolitical tensions cloud India’s rural economy: A somber 2026 outlook
Trump’s trade tweet hands India tariff relief, but at a strategic cost
6 mins read 03 Feb 2026 05:48 PM IST
India’s shrinking middle-class debate, why is it ruffling feathers?
5 mins read 29 Oct 2024 01:42 PM IST
RBI MPC: Hold your horses!!!
6 mins read 10 Oct 2024 12:22 PM IST
RBI’s steeplechase with cyclical and structural hurdles
5 mins read 09 Aug 2024 02:09 PM IST
A 60% fall! Does falling FDI call for policy recalibration?
7 mins read 14 Jun 2024 01:20 PM IST
General elections 2024: A weaker mandate to impel policy reset
8 mins read 05 Jun 2024 01:50 PM IST
Reality behind the 8.2% FY24 GDP growth is not as robust
7 mins read 03 Jun 2024 02:31 PM IST
The emerging fiscal constrictor knot & tightening logjam for market
7 mins read 28 May 2024 01:40 PM IST
Why is the Q3 GDP surprise not surprising?
6 mins read 03 Mar 2024 02:51 PM IST
RBI’s warning on exuberant retail lending has deeper dimensions
6 mins read 27 Jan 2024 03:57 PM IST
Decoded: RBI attacks possible evergreening of NPAs by lenders via the AIF route
5 mins read 21 Dec 2023 11:51 AM IST
Households in recession while the economy booms
7 mins read 12 Dec 2023 10:47 AM IST
RBI guards against contagion risk from exuberant retail lending. 5 key takeaways
5 mins read 23 Nov 2023 05:44 PM IST
RBI wakes up to the systemic risk from exuberant retail lending
7 mins read 17 Nov 2023 12:25 PM IST
The enervating Goldilocks presumptions: 7 takeaways for Indian markets
8 mins read 04 Oct 2023 01:14 PM IST
Is the fiscal heading for a Catch-22 logjam?
7 mins read 13 Sep 2023 10:57 AM IST
India sees FII inflow of USD 11.4 bn since March; will it sustain?
7 mins read 10 Jul 2023 11:06 AM IST
Fed unmoved by bank implosions, dashing fears of contagion
6 mins read 23 Mar 2023 03:04 PM IST
RBI joins other central banks to dislodge market complacency
6 mins read 14 Feb 2023 02:35 PM IST
Unrealistic targets? 6 reasons why Sitharaman's Budget may be too optimistic
7 mins read 02 Feb 2023 12:45 PM IST
Dollar weakening a short-term respite for INR; could depreciate to Rs 85-86
6 mins read 01 Feb 2023 08:15 PM IST
Is India back to managing macro-stability?
7 mins read 02 Jul 2022 04:17 PM IST
Is the market near capitulation? Here’s what 3 decades of data suggests
8 mins read 24 Jun 2022 03:58 PM IST
FOMC Review: What forced US Fed to adopt restrictive path
6 mins read 16 Jun 2022 12:37 PM IST
A decline in steel prices can imply de-rating of steel stocks
6 mins read 25 May 2022 01:51 PM IST
US Fed to carry out more rate hikes, RBI may need to follow suit
6 mins read 07 May 2022 11:34 AM IST
Fed’s steep rate normalisation path will push RBI also into action
6 mins read 18 Mar 2022 01:30 PM IST
Ukraine invasion compounds Fed task, raises threat of recession
6 mins read 27 Feb 2022 12:18 PM IST
Union Budget hopes for private sector capex revival: Will it fructify?
8 mins read 03 Feb 2022 01:13 PM IST
View: Why India’s illusory V-shaped rebound shouldn't prompt premature fiscal conservatism
12 mins read 23 Jan 2022 05:11 PM IST
Fed’s lift-off guidance shallow, trajectory may need to be recalibrated
6 mins read 16 Dec 2021 04:37 PM IST
Interest rates are headed higher despite RBI’s stance
6 mins read 08 Dec 2021 08:42 PM IST
India’s growth is still on a modest recovery path
5 mins read 02 Dec 2021 10:21 PM IST
How inflation control measures by the US may impact FII flows to India
4 mins read 12 Nov 2021 03:23 PM IST
How rising global inflation is hastening rise in risk-free rates
7 mins read 27 Oct 2021 09:11 PM IST
India’s blackout risk is rooted to supply management issues
5 mins read 13 Oct 2021 08:08 PM IST
Joe confirms QE tapering, but veils it with artful dovishness
6 mins read 28 Aug 2021 04:51 PM IST
RBI more convinced about transient inflation than others
6 mins read 06 Aug 2021 09:28 PM IST
Is India finally seeing emergence of private investments?
8 mins read 23 Jul 2021 09:38 PM IST
CPI, IIP prints improve hopes of a better H2
5 mins read 12 Sep 2019 09:38 PM IST
Expecting too much, too quickly! PSU banks told to regroup, revive & deliver at the same time
4 mins read 31 Aug 2019 11:55 AM IST
RBI worked hard to deliver the bonanza to govt & how!
3 mins read 30 Aug 2019 12:52 PM IST
RBI reserve bonanza a shortlived palliative unless accompanied by reforms
9 mins read 02 Jul 2019 02:50 PM IST
Falling risk-free yields show stocks rally won’t replicate 2014-15 bull run
6 mins read 05 Jun 2019 12:16 PM IST
GDP growth drops below 6%; can counter-cyclical response really help?
4 mins read 01 Jun 2019 10:27 AM IST
Mandate 2019 is for Modi 2.0 to deliver on unfulfilled promises
7 mins read 23 May 2019 06:19 PM IST
Why it may be premature to cheer the surge in April GST collection
3 mins read 02 May 2019 11:16 AM IST
