Dashboard
Discussions
Watchlists
Collections
Tools
More
Events
SIGN UP
SIGN IN
ENTITY
India Treasury (INDIA GOVT)
Watchlist
68
Analysis
India
more
Watchlist
All
Insights
Broker
Sponsored
Syndicated
Podcast
Buy side
Refresh
Focused
Suggested
bullish
•
Macroeconomics
•
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...
Prasenjit K. Basu
Follow
430 Views
Share
bearish
•
Macroeconomics
•
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...
Prasenjit K. Basu
Follow
190 Views
Share
bullish
•
Macroeconomics
•
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...
Prasenjit K. Basu
Follow
255 Views
Share
bullish
•
Macroeconomics
•
21 Mar 2024 00:05
India: Merchandise and Services Both Help Toward a CA Surplus in CY24
Goods exports grew 7.5%YoY in Jan-Feb24, leading to a decline in the merchandise deficit. With the services surplus up 20%YoY, a swing to a...
Prasenjit K. Basu
Follow
220 Views
Share
bullish
•
Macroeconomics
•
07 Dec 2023 11:34
EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
Steno Research
Follow
399 Views
Share
1
2
3
4
Next
Last
Copyright © 2022 Smartkarma Innovations Pte Ltd. All Rights Reserved. v3.34.5
x