Ajay Shah writing for the mass media (2026)
- Automatic stabilisation of the macroeconomy, 16 March 2026. kw = INR depreciation helps India in the Iran war; this works in reverse for good times also; the right corner of the impossible trinity is floating exchange rate, open capital account, inflation targeting.
- Indian services exports in the AI challenge, 2 March 2026. kw = AI impact on exports by India of IT and IT enabled services.
- Interpreting the India-US Trade Agreement, 16 February 2026. kw = gains from trade, USTR document, Trump caprice, the gains from exporting, policy coherence.
- Understanding Budget 2026, 2 February 2026. kw = industrial policy, fiscal dynamics.
- The value of the Mauritius treaty by Renuka Sane and Ajay Shah, 19 January 2026. kw = residence based taxation, tax policy for GDP growth, Mauritius route.
- Gains from decontrol, 5 January 2026. kw = FDI into financial firms, capital account decontrol.
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