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...
97 Views
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...
396 Views
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
India - Overweight
We reiterate our overweight call on Indian equities. Our December Austrian Stress Indicator update suggested that the business cycle was still...
453 Views