ENTITY

India Treasury (INDIA GOVT)

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Analysis
India
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bullishMacroeconomics
01 Dec 2023 17:35

India: Real GDP to Sustain 8%+ YoY Growth over the Next 18 Months

India stays world's fastest-growing economy with 7.7%YoY RGDP growth in H1FY24. Exports & GFCF will enable >8%YoY growth in H2. Labour reform to...

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bullishMacroeconomics
18 Dec 2024 04:02

India: Policy Rate to Decline 75bp by Jun'25 as Inflation Recedes

​WPI inflation at 1.9% implies +4.6% real policy rate. Strong winter harvest to lower food prices, enabling CPI moderation below 4%YoY by Apr'25....

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bearishMacroeconomics
07 Dec 2024 04:03

India: RBI Extends Rate Policy Error Despite Slow Growth and Prospect of Low Inflation

RBI policy error constrains growth prospects in FY25, but food inflation is likely to moderate sharply with the strong harvest, allowing 75bp of...

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bearishMacroeconomics
25 Jul 2024 01:17

India: Inflation Setback in June Pushes Out Prospect of Rate Cuts to Later in the Year

​Headline CPI rose to 5.08%YoY in Jun'24 due to food inflation (9.36%YoY). Despite the high base from Jul-Aug'23, CPI inflation will be near 5%YoY...

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bullishMacroeconomics
24 Jul 2024 05:12

India: Mild Near-Term Negative for Stocks; Solidly Positive for Medium Term Growth

FY25 Budget advanced reforms, notably in fiscal consolidation, employment, farm productivity and rationalising LTCG. But the latter (and higher STT...

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