Blogs

We had previously highlighted our higher expected-CPI trajectory, for Q3 and Q4 of FY22, vs. the RBI’s December estimates (click […]

The Good The budget exercise over the past few years has undertaken the important initiative to progress along the path

The intent of the FY23 union budget is to nurture growth, primarily through public investment, as private investment is yet

The RBI / MPC kept all rates unchanged while the stance was retained as accommodative as well with the same

India’s November CPI (Consumer Price Index) at 4.9% y/y was below consensus and our expectation, although it picked up from

We have discussed in detail before the global and local factors that have led us to take a very conservative

The December monetary policy review contained a somewhat more dovish than expected assessment of the growth-inflation trade-off (https://idfcmf.com/article/6431 ). Thus

“It’s your face I’m looking for On every street”.                      

We had written recently (https://idfcmf.com/article/6269 ) on the somewhat worrying inflation dynamics that have been evolving, particularly in the US

While we remain in steady state for now, it is stating the obvious that some sort of central bank normalization