Welcome Inertia: Monetary Policy December 2020
The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of […]
The MPC decided to keep all rates unchanged as expected. In a welcome relief at least to certain quarters of […]
In our recent note we looked at how India’s external debt addition has slowed over the years led by both
The lockdown measures taken around the world in response to the Coronavirus early this year, were akin to a master
The government has executed a re-think on the outstanding GST compensation issues by announcing intent to borrow itself under the
The monetary policy decision was largely expected to be a non-event with market participants expecting unchanged policy rate amidst higher
After weeks of intense market volatility, and with participants (including ourselves) bemoaning a premature tightening of financial conditions even as
One of the major reasons EMs are forecasted to register less negative growth in 2020, vs. AEs, is the higher
Despite the mammoth bond supply being given on a weekly basis and the huge quantum that still lies ahead, the
The July CPI number continues the recent run of persistently high and upwardly surprising prints. Food inflation had started to
India’s July 2020 headline CPI (Consumer Price Index) grew 6.9% year-on-year (y/y), above expectations, on the back of an upward-revised