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...
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India - Overweight
We reiterate our overweight call on Indian equities. Our December Austrian Stress Indicator update suggested that the business cycle was still...
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Fiscally-Prudent Budget Benefits Farmers, Informal Workers; Lower Policy Rate to Spur Faster Growth
India's finance minister, Piyush Goyal (standing in for Arun Jaitley, who was hospitalised for cancer treatment just 8 days ago) delivered a...
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India: Budget 2019 - Hello Populism
The NDA Government presented its 5th and final budget before they face elections in a few months’ time. This budget should have been a non-event...
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