HeyJaredDhananjay Sinha
- Indexed articles, last 90 days
- 5
- Latest publication
- Sep 30, 2026
- Outlet visibility, for The Hindu BusinessLine
- Top 50K sites
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- Jul 7, 2026
Latest articles
GST numbers: Stronger on the surface, weaker underneath (opens the original)
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India’s GST collections for FY27 year-to-date look reassuring at first glance. Net collections for April-August came in at ₹8.9 trillion, up 9 per cent year-on-year — ₹6.4 trillion from domestic transactions (+2.7 per cent) and ₹2.4 trillion from imports (+30.4 per cent). August alone brought in ₹1.7 trillion, up 8.3 per cent. But scratch beneath the headline, and much of this growth turns out to be an artifact that overstates the revenue strength. The distortion traces back to a retrospective a
IT results and stock movements â dead cat bounce? (opens the original)
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Indian IT stocks have staged a rebound after deep underperformance in nearly two years. The Nifty IT index gained roughly 20 per cent from the July 2026 lows, its best monthly performance since the sectorâs prolonged slide began in February-March 2024. That correction, triggered by fears that AI models and hyperscaler-led infrastructure spending would cannibalise traditional IT services, had left the index down over 20 per cent year-to-date even after this bounce. The question worth asking is
Why the RBI canât afford cheap money (opens the original)
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The RBIâs latest policy decision to hold the repo rate at 5.25 per cent was unsurprising. What is more important is the message embedded in the pause: the central bank appears increasingly comfortable with a growth-inflation balance that, on closer inspection, is far less stable than it looks. The FY27 GDP growth forecast was nudged up to 6.7 per cent from 6.6 per cent, while the CPI inflation forecast was trimmed marginally to 5 per cent from 5.1 per cent. The market may read that as reassura
Indiaâs fraying household situation (opens the original)
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Indiaâs 7.7 per cent real GDP growth in FY26 tells a flattering story. But rural wages, urban confidence, and even the auto sectorâs post-GST-cut high are all pointing to the same underlying problem: households across the income spectrum are losing ground, and the policy toolkit used to paper over this â rate cuts, GST tweaks, income-tax relief â is running out of road. Demand-side indicators point to weakening consumer confidence as household incomes, employment prospects, and general e
VB-G RAM G: Reading the fine print (opens the original)
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India’s flagship rural jobs guarantee has been rewritten. VB-G RAM G replaces MGNREGA with a bigger headline promise — 125 guaranteed workdays instead of 100, at a higher wage — but a fundamentally different architecture: centrally capped funding instead of open-ended demand, panchayat plans tied to national infrastructure priorities, and a much steeper cost burden for States. We examine whether the more generous entitlement can survive its more centralised, fiscally constrained design. The Viks
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