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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

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

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

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

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

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