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  • Jan 15, 2021

    India Core Inflation - Assessing COVID Sensitivities

    Drawing from Shapiro (2020), we assess effects of COVID-19 on India's core inflation.

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  • Jan 12, 2021

    Nov 20 IIP - Growth Pangs

    Growth in India's Industrial production slipped into a contraction of 1.9%YoY in Nov-20 (vs. Bloo...

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  • Jan 12, 2021

    Dec 20 CPI - What goes up, must come down

    The calendar year 2020 ended on a comforting note as far as India's retail inflation is concerned.

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  • Jan 05, 2021

    India Macrobook - FY22 Economic Outlook

    The healthcare crisis triggered by the COVID pandemic has a ray of hope as FY21 draws to a close ...

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  • Dec 30, 2020

    Q2 FY21 BoP - The problem of plenty

    India's current account balance improved to a surplus of 2.4% of GDP in Q2 FY21 from a deficit of...

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  • Dec 14, 2020

    Nov 20 CPI - Eases from peak but outlook complicated

    CPI inflation eased in line with our expectation from a 6-year high in Oct-20 to 6.93%YoY in Nov-...

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  • Dec 11, 2020

    Oct 20 IIP - Reaffirms a gradual recovery

    After bottoming out at -57.3% YoY in Apr-20, annualized growth in India's industrial production h...

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  • Dec 04, 2020

    India Monetary Policy - A dovish RBI maintains focus on growth for now

    The MPC voted unanimously to leave the policy repo rate unchanged at 4%.

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  • Nov 27, 2020

    India Q2 FY21 GDP - Arresting the free fall

    India's GDP growth, while still in contraction, registered a positive surprise with a shallower c...

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