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India Treasury (INDIA GOVT)
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bearish
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Macroeconomics
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28 Apr 2021 05:21
India: 2nd Covid Wave Will Delay (Not Halt) The Strength of the Economic Rebound
Underweight India near-term amid Covid uncertainty. But real GDP still to grow 12% in FY2021/22, with output growth aided by ultralow base in Apr...
Prasenjit K. Basu
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183 Views
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bullish
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Macroeconomics
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28 Feb 2021 22:08
India: Easing Inflation Will Oblige RBI to Cut Policy Rates in the Next Half Year
Nominal GDP was up 5.3%YoY in Oct-Dec 2020, although real GDP rose only 1%YoY. But CPI inflation will likely be below 3%YoY by June, forcing a 50bp...
Prasenjit K. Basu
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220 Views
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bullish
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Macroeconomics
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04 Feb 2021 04:57
India: Public Investment, Privatization & Bank Reform Set the Stage for Faster Growth
Turbocharged by 34% surge in capex, a growing privatization & asset monetization program, & a credible mechanism for cleaning up banks' bad assets,...
Prasenjit K. Basu
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228 Views
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bullish
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Macroeconomics
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31 Jan 2021 23:42
India: Incredible Fiscal Responsibility Amid the Economic Devastation of Covid
Excise duty (mainly petrol) was up 54%YoY in Apr-Dec 2020, but rebounding income (+25%YoY) and corporate tax (+35%YoY) revenues in Oct-Dec2020...
Prasenjit K. Basu
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235 Views
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bearish
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Thematic (Sector/Industry)
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13 Jan 2021 04:24
Reserve Bank of India – Continued Bank Waterboarding
RESERVE BANK OF INDIA: India’s financial sector needs to prepare for even more challenging times. If the RBI is correct, FY 2022 will see continued...
Thomas J. Monaco
225 Views
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