Rahul Bajoria

Others

03 July, 2014

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

07 January, 2013

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

30 November, 2012

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

15 October, 2012

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

31 July, 2012

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 ......