Blogs

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

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

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

“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

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