Blogs

There has been a sharp repricing in policy rate hike expectations by central banks in many major markets since the […]

In a surprising turn of events, RBI / MPC made an intermeeting decision to hike repo rate by 40 bps

The government announced a series of steps aimed at providing some relief against the unprecedented commodity price shocks being felt

Our reading of RBI’s characterisation from the last two policies was that it considered the total monetary and fiscal responses

The February policy review kept all rates unchanged as well as the accommodative stance maintained, with the usual one dissent.

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

Union Budget – 2022-23 largely revolves around the financial system where the overall, macro-economic stability indicators suggest that the Indian

Continued Policy focus on infrastructure spend supported with sharp increase in budgeted capital outlay Union budget 2022-23 underlined continuation of

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

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