India: Modi's Charisma Set to Overcome the Headwinds of Incumbency and Electoral Pacts
If the election were to be held at the end of last week, we estimate that the BJP would have won just 213 seats, and the NDA it leads 265 --...
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India: Weaker Growth, Benign Inflation Implies Continued Monetary Easing
The weak January industrial production data and benign inflation data for February reinforce the belief that the economy has hit a soft patch. With...
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India: Outlook on Capex Recovery Continues to Brighten
As per the CSO, gross fixed capital formation (GFCF) has grown above nominal GDP for 4 consecutive quarters now (latest data for September...
470 Views
The RBI Duly Caves in to Reality; Tame Inflation Implies a Further Rate Cut in Six Weeks
The RBI (Reserve Bank of India) cut its policy rate by 25bp, with the MPC (monetary policy committee) voting 4-2 in favour of the move. It also...
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India: Monetary Policy Review - One More Rate Cut Likely
At the first monetary policy meeting of the new RBI Governor, the MPC reduced the policy rate by 25bps to 6.25% and changed the stance of monetary...
429 Views