India: Looking Underneath, Inflation Still a Threat

RBI Offers No Surprises, Keeps Policy Rate on Hold at 6%

India: CPI Inflation Eased in Mar'18, but Upside Risks to Inflation Continue to Loom

India: Is Fear Of "Impacting Recovery" Driving RBI, Will 'Growth over Inflation' Gamble Pay Off?

India: So Much Has Changed on Inflation and Growth, Has RBI Really Done What It Should Have?

RBI Holds Rates & Stance: Overlooks Minor Fiscal Slip; Yields May Taperoff @ Margin Till Next MPC

Associate Economist, Japan Macro Advisors

Naman Mishra

Associate Economist

Concise and Insightful Analysis on Japan Economy

Japan Macro Advisors

Our mission is to provide a concise and timely analysis on the Japanese economy for the benefit of global audiences. Communication, especially in foreign languages, has always been a weakness for the Japanese, which was fine when Japan's economic might attracted foreign media and various other institutions to study and report on Japan - such days are long gone. In the last two decades, we saw foreign institutions reallocating their resources from Japan to other more exciting parts of the world. As a result, when we read reporting on Japan in foreign media, we sense a subtle but noticeable decline in the depth of understanding what is actually happening in Japan.

Macroeconomics

Recovery in growth, strong inflationary pressures- Room for a rate hike!!A better than expected growth recovery in Oct-Dec’17 might have shaved off some concerns over growth for the Monetary Policy Committee (MPC). The real GDP grew at a pace of 7.2% year on year (YoY), the fastest in the last five quarters. The bright spot was that the growth was led by a rebound in investment demand which grew by a multi-quarter high growth of 12% YoY.Investment propels GDP growth to a five-quarter high of…

Recovery in growth, strong inflationary pressures- Room for a rate hike!!A better than expected growth recovery in Oct-Dec’17 might have shaved off some concerns over growth for the Monetary Policy Committee (MPC). The real GDP grew at a pace of 7.2% year on year (YoY), the fastest in the last five quarters. The bright spot was that the growth was led by a rebound in investment demand which grew by a multi-quarter high growth of 12% YoY.Investment propels GDP growth to a five-quarter high of…

India: RBI Should Act Sooner than Later to Curb Inflation!