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

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

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

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

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

We have discussed in detail before the global and local factors that have led us to take a very conservative

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

The RBI Governor in his August policy address noted “The robust outlook for agriculture and rural demand would continue to

Introduction The narrative on global reflation has been shifting as the year has progressed. In the first few months of