Emerging Markets: REER View Mirror
The BIS's estimates of real effective exchange rates (REERs) have long been the gold standard for longer-run FX valuation. Our analysis of the...
220 Views
Turkish Lira Levels and Contagion Risk
USD/TRY rally target at 3.75 has been met after breaking above descending wedge resistance as the US political dispute was used as an acceleration...
169 Views
RBI: Holding Pattern
The RBI's six-berth MPC kept the policy rate unchanged at 6% as widely expected with the 'dove', Dr. Dholakia, voting for a 25bp rate cut. The main...
77 Views
India: Return To Normalcy
CPI inflation continued to normalise in August, led by a continued acceleration in vegetable inflation but also further upticks in housing,...
80 Views
India: The Eye of the Beholder
Some people tend to view 'the glass' as half full; others as half empty. A further alternative is that the glass is simply twice as large as it...
118 Views