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bullish
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Macroeconomics
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11 Dec 2018 13:57
India: What Now After Urjit Patel's Resignation?
The RBI Governor resigned yesterday, only the second time that a sitting RBI Governor has resigned before his term has ended. The last time this...
Ashutosh Datar
447 Views
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bullish
•
Macroeconomics
•
06 Dec 2018 13:31
India: No Reversal in Interest Rate Trajectory Yet
As expected, the Monetary Policy Committee (MPC) kept the repo rate unchanged at its meeting yesterday. This was widely expected post the continued...
Ashutosh Datar
464 Views
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bullish
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Thematic (Sector/Industry)
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19 Nov 2018 14:31
This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
Virgil Fernandez Esguerra
425 Views
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bullish
•
Macroeconomics
•
13 Nov 2018 10:34
India: Core Inflation Reverses Trajectory, but MPC Likely to Stay on Hold
Although headline CPI for October was fairly benign at jus 3.3% and well inside the MPC's target of 4%, the details of the data were not so benign....
Ashutosh Datar
333 Views
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bullish
•
Macroeconomics
•
13 Oct 2018 00:08
India: Benign September CPI, Improving Industrial Growth
Even as the headline CPI ticked up slightly in September, the uptick was modest and core inflation declined for the second consecutive month. More...
Ashutosh Datar
395 Views
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