Author name: Saurabh Pingle

Against majority expectation, MPC paused on rate hikes in a unanimous decision. All except Prof. Varma chose to persist with […]

Although we’d just done a detailed macro and strategy note recently, much has been happening in the world to merit

The FY24 union budget, presented on 1st February 2023, pegged india’s fiscal deficit at 5.9% of GDP in FY24, after

India’s November CPI printed 5.9% y/y, well below consensus, driven by faster-than-expected disinflation in vegetables. In our note last month

“I know delusion when I see it in the mirror”                    

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The MPC hiked repo rate by 25 bps to 6.50% as was widely expected. It did so with a 4

The Set-Up Most of the year so far has been about trying to find policy rate peaks in major developed

Given the current global financial market volatility, data can fuel the frenzy. September US headline CPI printed 8.2% y/y, down

The RBI / MPC raised repo rate by 35 bps to 6.25%, as was widely expected. There was one dissent