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Feb 01, 2021FY22 Union Budget - Tour de force
The Union Budget has prioritized growth with prudence and transparency.
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Jan 25, 2021
FY22 Budget Preview - A budget to reconstruct
Emerging from a fiscal shock in FY21, the FY22 Budget must prioritize both - Fiscal consolidation...
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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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