Siddhartha Sanyal
Others
Budget 2014: Spade-work for a reboot
The recently elected National Democratic Alliance (NDA) government will present its first budget on 10 July. In February 2014, the previous ......
General
Surprise is the name of the game
The Reserve Bank of India (RBI) sprung a huge surprise today in its mid-quarter review of monetary policy. The central ......
General
Capital flows mitigating wider current account gap pressure
India’s current account deficit remains challenging ($22.3 billion or ~5.4 per cent of GDP in Q3 12), but stronger capital ......
General
Q3 GDP growth weak; further deterioration in private consumption
India's Q3 GDP grew 5.3% y/y, a tad better than our expectation (5.0%) but in line with the consensus (5.3%). ......
General
September inflation moves higher, reflecting a diesel price hike
India's wholesale price index (WPI)-based inflation came in at 7.81% y/y for September, broadly in line with expectations (Barclays: 7.9%; ......
General
India: July inflation at sub-7%! Too good to be true?
India's wholesale price index (WPI) based inflation, at 6.87% y/y for July, sprang a major surprise as it turned out ......
General
RBI continues to spring surprises - holds repo rate, cuts SLR
The Reserve Bank of India (RBI) continues to spring surprises. In today's policy announcement, the headline policy rate - the ......
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