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Recent Publications

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  • Aug 06, 2021

    RBI Policy: A nuanced guidance

    In line with expectations, the RBI left key policy rates unchanged at its monetary policy review ...

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  • Jul 29, 2021

    QuantEco Shots Liquidity@10k

    Headline money market liquidity has averaged close to Rs 5.1 trillion in FY22 so far. In contrast...

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  • Jul 28, 2021

    QuantEco MACRO Tidings The return of stagflation?

    With GDP over FY21-22 likely to almost flatten out and CPI inflation being close to RBI's upper b...

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  • Jul 08, 2021

    Excise duty on fuel: Battle of fisc vs. inflation

    Against the backdrop of a no OPEC+ deal, crude oil prices could remain elevated in the near term ...

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  • Jul 05, 2021

    What India's Net IIP says about its FX Reserves

    India's net international investment position stood at -13.1% of GDP (USD -353 bn) in Q4 FY21, an...

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  • Jun 30, 2021

    India Q4 FY21 BoP: Gradual normalization in store

    India's current account balance deteriorated from a surplus of 0.1% of GDP in Q4 FY20 to a defici...

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  • Jun 24, 2021

    Assessing RBI's average dollar price of reserve accumulation

    RBI's holding of foreign currency assets currently stands at a record high of USD 563 bn. What is...

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  • Jun 11, 2021

    QuantEco Shots: Expanded expenditure unlikely to dislocate FY22 fiscal math

    India's FY21 fiscal deficit stood at 9.2% of GDP, better than the revised budget estimate of 9.5%...

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  • Jun 04, 2021

    RBI Policy: Accommodative stance reiterated

    In line with expectations, the RBI left key policy rates unchanged at its monetary policy review ...

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