Dhananjay Sinha

Rural India's Wage "Boom" That Wasn't

India's rural wages just "jumped" 17%. The number is specious; a sampling change, not a wage boom. The actuality is the weakest in years, just as...
Jun 22•AlphaEcon

India's Capital Deepening Problem: When the Official Story Finally Catches Up

Jun 14•AlphaEcon

When Good News Becomes Bad News: The US Tech Sell-Off and What It Signals

Jun 7•AlphaEcon

RBI Deploys an Enhanced 2013 Playbook: Can It Address India’s Macro Challenges?

India's central bank is once again reaching for its 2013 Fragile Five playbook—this time with greater intensity—as it seeks to navigate mounting...
Jun 5•AlphaEcon

From Denial to Data: Evidence of RBI’s Gold Drawdown in May 2026

A controversy has erupted around India’s central bank after data-driven analysis suggested the Reserve Bank of India (RBI) reduced its gold holdings in...
Jun 4•AlphaEcon

Modi’s “Decade of Disasters”: A Belated Wake‑Up Call for India

Modi’s warning about a “decade of disasters” is overdue: the shocks he cites largely unfolded during his own tenure and have exposed deep, persistent...
May 17•AlphaEcon

India's Stagflationary Moment: Reality is Overtaking Official Optimism

The April 2026 inflation data leaves little room for optimism, or for the comfort of benign official projections.
May 15•AlphaEcon

Epic Fury Ends, but the Geopolitical Storm Is Far From Over

The United States’ unilateral declaration ending “Operation Epic Fury” marks a clear inflection point in the recent Iran–U.S.
May 6•AlphaEcon