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

The last three months or so have been very notable for global macro. The US Fed has executed a spectacular

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

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

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

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