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Concerns about a global growth slowdown and recession in parts of the world are rising. The current focus of monetary […]

The policy was along expected lines in terms of action with the MPC delivering a 50 bps hike, taking the

1.  The defining feature of the post Covid  global macro cycle was the staggeringly large fiscal and monetary stimulus administered

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

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 dramatic geopolitical developments of the past couple of weeks, and the consequent commodity price shock to the world, represent

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

MPC hiked repo rate by 50 bps to 4.9% as was widely expected by the market. However given that recent

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