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bullish
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Macroeconomics
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07 Feb 2019 22:43
India: Monetary Policy Review - One More Rate Cut Likely
At the first monetary policy meeting of the new RBI Governor, the MPC reduced the policy rate by 25bps to 6.25% and changed the stance of monetary...
Ashutosh Datar
435 Views
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bearish
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Macroeconomics
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02 Feb 2019 00:57
India: Budget 2019 - Hello Populism
The NDA Government presented its 5th and final budget before they face elections in a few months’ time. This budget should have been a non-event...
Ashutosh Datar
340 Views
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bullish
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Macroeconomics
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09 Jan 2019 12:47
India: 2019 Outlook - Strong Growth but Growing Risk of Policy Mistake
The Indian economy is in a sweet spot currently. On one hand economic growth is strong and on the other hand, some of the risks have abated due to...
Ashutosh Datar
880 Views
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bearish
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Macroeconomics
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02 Jan 2019 21:03
India: Big Shortfall in Tax Collections, but Fiscal Deficit Likely to Be Contained
Tax revenues in India are running sharply lower than budget estimate. At current run rate, tax revenues would miss the budget estimate by almost...
Ashutosh Datar
600 Views
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bullish
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Credit
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24 Dec 2018 11:44
India: New Governor, New Hope
Shaktikanta Das has been appointed as the new governor of India’s central bank. The new appointment comes as a major boost to the economy and has...
Bondcritic
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1.1k Views
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