Suvodeep Rakshit

Economist | Views personal, not official

[ET NOW @ETNOWlive]

#OnETNOW | "Impact from tariffs is expected to be at 0.5% of GDP on an annualised basis; Long-term implications on the economy depend on the tariffs levied," says Suvodeep Rakshit, Kotak Institutional Equities

Full Interview: https://t.co/p5UuTORgeF

@AyeshaFaridi1 @SrishtiSharma_ @SuvodeepR

[Suvodeep Rakshit @SuvodeepR]

@kirubaakaran Your travel planning is almost what one shouldn’t do when visiting Ladakh! Seems ignorance is not always bliss 🤦🏻‍♂️

[The Indian Express @IndianExpress]

#ExpressOpinion | Union Budget 2024 will need to focus on fiscal consolidation while maintaining capex and welfare spending, writes @SuvodeepR
https://t.co/J57j3gAzeb

[Suvodeep Rakshit @SuvodeepR]

@HindolSengupta Sustaining creativity requires spending ability of audience. AP, TN, TS are much ahead on that metric— and we know the economic/political reasons for that. Plus, near monopoly of production houses stifles even existing creativity.

[Suvodeep Rakshit @SuvodeepR]

As the RBI MPC meets for the October policy, macro risks have increased. This backdrop should keep the RBI cautious and focused on maintaining macro stability.

My article for the Mint.

#RBI #monetaryPolicy #India

[Mint @livemint]

#RBI likely to maintain policy rate at 6.5% and keep liquidity tight as global and domestic risks increase, says @SuvodeepR of Kotak Institutional Equities.

https://t.co/i1e7h1Dqkg

[Suvodeep Rakshit @SuvodeepR]

@harshmadhusudan Households’ number seem to be only for banking sector. BIS pegs it at 36% (Dec-22). RBI pegs it at 35% (Mar-22).

(Doesn’t take away the fact that runway remains)

https://t.co/rf8YS4MBDz

https://t.co/uMltKFI18c

[Suvodeep Rakshit @SuvodeepR]

@ashubhargava123 Unorthodox economic theory becoming mainstream

https://t.co/9qAHrK6S7z

[Suvodeep Rakshit @SuvodeepR]

Inflation could ease in March, but policymakers have their work cut out

My article for the Indian Express.

https://t.co/tUIJRRDfHO

[NDTV Profit Alpha @NDTVProfitAlpha]

CPI Inflation Eases; Industrial Output Rebounds. Will The Trends Sustain? Kotak Institutional Equities' @SuvodeepR Speaks To @PallaviNahata. #BQLive https://t.co/nUQW3h0jVX

[Suvodeep Rakshit @SuvodeepR]

@vinayaravind Congrats Vinay! And all the best!

[Suvodeep Rakshit @SuvodeepR]

@TamalBandyo @RBI Regulation 7 (as referenced in the press release) mentions calling for a separate meeting to discuss and draft the report to be sent to the central government for failure to maintain the inflation target.

[Suvodeep Rakshit @SuvodeepR]

@dugalira Regulation 7 specifically asks for a separate meeting to discuss and draft the report to be sent to the Central Government.

[Suvodeep Rakshit @SuvodeepR]

The RBI, even without any change in decisions, should use the April policy to shape expectations for an imminent turn in the policy cycle and providing adequate time for the markets to absorb any shocks.
My pre-policy article for Financial Express
https://t.co/CHtlBTc58n

[Suvodeep Rakshit @SuvodeepR]

@anuproy05 Congratulations Anup!

[Pooja Sarkar @SarkarMania]

Why does disinvestment matter to you and me? Very simply @kaul_vivek says in the end! For that read the story! Also @SuvodeepR says govt is now becoming realistic in targets! Loved writing this small piece!

[Suvodeep Rakshit @SuvodeepR]

@thoughtsum @hereforcontent_ @covid19indiaorg Check this https://t.co/c7C2FtG6gH

[Suvodeep Rakshit @SuvodeepR]

@datta_science @BhramarBioStat @ghoshd @veerab @bandipu Congratulations!!

[Suvodeep Rakshit @SuvodeepR]

@thoughtsum 😂😂😂

[Harish Krishnan,CFA @hktg13]

Capex chronicles - a thread on India Inc Capex across last 2 decades and 4 key trends

1. Trend#1- headline capex flatlining....Listed India Inc capex (incl M&A) has flatlined across most of last decade, with capex to sales falling to 6-7% from 11%.