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...
874 Views
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...
593 Views
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...
434 Views
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...
459 Views
India: Slower Growth and Low Inflation Imply a 50bp Cut in Policy Rates over the Next Half Year
India's real GDP decelerated to 7.1% YoY growth in July-September 2018 (from 8.2% YoY in the previous quarter), primarily because net exports...
410 Views