RBI Raises Rates, but Will Likely Look Foolish when Inflation Moderates
The main impact of today's policy rate hike will be to bolster the rupee, and dampen the impact of fuel prices on headline inflation in June-July...
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The Investment-Led Rebound Accelerates to 7.7% Real GDP Growth
India's real GDP accelerated to 7.7% YoY growth in 1Q 2018 (from 7% in the previous quarter), led by a spectacular surge to 14.4% YoY growth in...
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Karnataka "Victory" A Mixed Blessing for Modi, Especially in the Context of 2019
After "winning" in Karnataka, Modi's BJP is stronger nationally, with the main opposition Congress party no longer ruling any state with more than...
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India Economy And Banks - It Ain't Over Yet
India is getting harder and harder to analysis as an economist. Macroeconomic data quality has always been poor at the best of times, but half...
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The Investment-Led Recovery Has a Broader Base, and Corporate Earnings Are Gaining Too
The world’s fastest-growing large economy has regained its momentum, with real GDP likely to exceed 8% YoY in the current quarter, and to...
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