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January
A Tale of Two BanksChina’s Impact on Global MarketsBoP Data: Numerator and DenominatorBudget and infrastructure investment
February
Some thoughts on inflation targetingThe resource curseA Strange New WorldExporting the Exchange Rate?
March
The Budget: A few question marksBasle III and “Bail-in”sA Pre-emptive bid?Chinese economy: some macro issuesAdvancing Asia Conference — I
April
“The Global Monetary Non-System”“The Global Monetary Non-System” – IIThe Global Political EconomyThe Panama Papers and Tax avoidance/evasion
May
Tax avoidance/evasion and rational expectationsP2P: Old wine in new bottles?Second term for Dr. Rajan?Second term for Dr. Rajan? — II
June
More on Basle IIIBanking regulation and model riskFiscal Austerity and NPAsDelhi’s basic mistakeRepercussions of BREXIT
July
January
Fiscal Deficit: A holy cow?“Make in India” and the Exchange Rate
February
“Maintaining Growth in India”European (dis)Union?
March
The Two Values of MoneyIMF’s Report on India
April
Trade Policy and ExportsChina: The Global Economic Superpower?
May
Central Banks as SaviorsThe Impossible Trinity and CAC
June
CAC and Financial CrisesCAC and Economic Growth
July
CAC, Growth and Exchange RatesGreek Crisis: Resolved or Postponed?Capital Account Convertibility and China
August
External Account and SovereigntyCapital Flows and Exchange Rates
September
Growth and EmploymentA “Bullet Proof” Balance Sheet?Exchange Rate Flexibility
October
Unhedged foreign currency exposuresMonetary Transmission, Base Rates and ALMEMEs and Capital FlowsBasle III: A Progress Report
November
The External Account: UK and IndiaNet External Liabilities and Output LossPower and MoralityEfficient Markets and Exchange Rates
December
Economics of Trade and Prospects for the Exchange Ratethe Yuan’s Long MarchThe End of the 2007-08 CrisisA Week After the Rate RiseSome end-of-the year thoughts
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January
Inflation A heretic’s viewsThe GINI Coefficient and IndiaThe Pilgrimage to Davos
February
The Two Values of MoneyInternational Monetary Co-operation
March
The politics of distributionFinancial Markets and Geopolitics
April
The End of HistoryPublic sector banks’ NPAs
May
International Monetary Co-operationMonetary Policy, Interest Rates and Inflation
June
Growth, Inflation and Fiscal DeficitMonetary Policy and Asset Prices
July
A Dis-united Union?Budget and the twin deficitsRegulating banks: the number fixation
August
The BRICS BankCorporate Governance and NPAs of PSBs
September
One Year and a Hundred DaysChina and India: The odd couple?
October
“Make in India”Monetary policy and inflation
November
“Is the rupee fairly valued?”Seventy years of the IMF
December
January
Monetary Policy The Only Game in townIndia Approaching a BoP CliffA Currency War
February
The Culture of the “City”The economic history of gold _NOT PUBLISHED_
March
April
Current Account and the Exchange RateEuro zone and Austerity
May
Monetary Policy and InflationChina and India
June
Slow growth and Exchange RateCross-border trade, investment & immigration
July
Private Profits, Public LossesRe-balancing the Chinese Economy
August
Monetary Policy and the Exchange RateThe task before the incoming GovernorThe Original Sin
September
Economists and the Exchange RateFinancial and Real Economies
October
Governance in democracies privilege and responsibility
November
Market Efficiency and Floating Exchange RatesG20 and Global Imbalances
December
January
Democratic CapitalismThe Political Economy
February
The gathering of the faithfulThe Globe’s Second Super-power
March
BoP, inflation and growth prospects for 2012-13Sovereign bonds no longer risk-freeThe more things change ….
April
The Imbalance of Payments and the Exchange RateThe End of History
May
Learning from the pastUPA II’s Third Anniversary
June
Morgan’s loss and bank regulationThe last act of a Greek tragedy
July
Lies, Dammed Lies and Investment BanksBoP Problem of Liquidity or Structural
August
Public Sector Banks and the MoFThe 66th year of Independence“Dictum meum pactum”
September
The CEAs and the exchange rateSo far so good
October
November
A Prosperous New Year for IndiaFiscal Austerity and the IMF
December
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January
The rupee Not too strongBreathtaking ComplacencyFirst World Debt CrisisThe US and ChinaInflation, Growth and Monetary PolicyChina the world’s largest economy
February
China the financial super-powerInternalisation of the Chinese yuanSome global perspectives on the political economyGrowth Vs Social Justice
March
Exchange rate and the current accountThe U.S. dollar changing statusThe current accountGlobal Uncertainties and Currencies
April
The Rise & Fall of Great PowersThe year of sovereign defaultsspecial-The Political OrderBeijing and the International Monetary System
May
A New G7 and global imbalancesMarket Determined Exchange RatesMarket Determined Exchange Rates – IIThe real exchange rate and deficitsThe impossible trinity and the exchange rate policy
June
BoP Prospects for 2011-12A new IMF MD and the capital accountGlobal Economy Heading into a Perfect StormA Vacuum of Leadership and Governance
July
The IMF’s ideological bias_NOT PUBLISHED__NOT PUBLISHED_
August
The “Committees” that ruined — U.S
September
Chaos theory and the two largest democraciesThe haven is safe for how longSpecial — The Future of the rupeeGovernance and Growth
October
November
Revolt of the ProletariatWhere are we headed
December
The Two Values of Domestic CurrencyThe euro Exit or devalue internally
January
From the Atlantic to the Pacific“Export Sops”, the Exchange Rate and Capital FlowsThe East is East …
February
Narrower BankingTrading, market-making and price volatilityRegulation financial and real economiesDemocracies and fiscal deficits
March
The Greek Crisis and the Future of the EuroFiscal Deficits and Financial “Innovations”Complexity and Modern EconomiesWords and their true meaningsInterest rates, exchange rates and inflation
April
The dollar yuan exchange rateFinancial Stability ReportExchange Rates, Capital Flows, etcExchange Rate Policy
May
Exchange Rate Policy – IIThe Greek RescueThe $ 1 trn package less than meets the eyeIMF Research on Capital FlowsIMF Research on Capital Inflows – II
June
Vicious CirclesNervousness in Financial MarketsGod’s WorkBhopal and Our Governance The Sins of Omission
July
Timid China, Brave IndiaFinancial Markets 1, Europe 0The neta babu raj and governanceAutonomy of regulators the central bank
August
Inflation, growth, money supply some issuesComplex DerivativesAnglo-Saxon, not Asian, IndiaGlobal Economy and Exchange RatesThe reality beyond numbers
September
The reality beyond numbers – IIThe Long MarchThe G-20 AgendaGold Standard and the Impossible Trinity
October
Till the music stops…Intriguing _and dangerous_ ComplacencyCurrency co-operation or currency warsReal and Financial Economies, and Exchange Rates
November
The G-20 Finance Ministers CommuniquéThe politics of distribution — IThe Politics of Distribution IIThe G20 Summit — IThe G20 Summit – II
December
Managed Exchange RatesEurozone the second domino fallsThe Balance of PaymentsGovernance and Growth