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Siddhartha Sanyal

Budget 2014: Spade-work for a reboot

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 ......

Surprise is the name of the game

General

20 September, 2013

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 ......

Capital flows mitigating wider current account gap pressure

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 ......

Q3 GDP growth weak; further deterioration in private consumption

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%). ......

September inflation moves higher, reflecting a diesel price hike

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%; ......

India: July inflation at sub-7%! Too good to be true?

General

14 August, 2012

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 ......

RBI continues to spring surprises - holds repo rate, cuts SLR

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 ......