India Twin Deficit Watch: Fiscal Deficit to Shrink to 4% of GDP in FY26, CAD to 0.2%
India's total exports hit $1trn in 2024, despite declining refined-oil exports. CAD to shrink to 0.1% of GDP in FY26 and fiscal deficit to 4% of...
387 Views
India: RBI Turns Accommodative; Expect Another 100bp of Rate Cuts by Dec'25
RBI cuts policy rate 25bp, shifts to accommodative stance. We expect sharp moderation in inflation to 3% in FY26, and 100bp rate cuts by Dec'25 to...
224 Views
US: Policy Volatility Generates Inflation Setbacks, but Recession Fears Overblown
Policy uncertainty caused inflation spikes, but M2 growth tame at 4.4%YoY. Reciprocal tariffs to increase inflation 0.4pp, but mutual tariff...
232 Views
US Reciprocal Tariff Scheme Is Likely to Boost US Manufacturing in Time; Positive
US imposes 10%-54% 'reciprocal' tariffs, hitting China hard but benefiting UK, Korea, Japan, India. Reshoring of manufacturing to boost US...
197 Views
India: Inflation Likely Averaging 3.2%YoY in Apr-Dec'25 Will Allow 100bp of Rate Cuts
Feb'25 CPI inflation at 3.6%YoY due to lower food prices, expected to stay below 3.5%YoY for next 6 months. Policy rate to decline by 100bp in Apr...
218 Views