India: What Now After Urjit Patel's Resignation?
The RBI Governor resigned yesterday, only the second time that a sitting RBI Governor has resigned before his term has ended. The last time this...
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India: No Reversal in Interest Rate Trajectory Yet
As expected, the Monetary Policy Committee (MPC) kept the repo rate unchanged at its meeting yesterday. This was widely expected post the continued...
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This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
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India: Core Inflation Reverses Trajectory, but MPC Likely to Stay on Hold
Although headline CPI for October was fairly benign at jus 3.3% and well inside the MPC's target of 4%, the details of the data were not so benign....
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India: Benign September CPI, Improving Industrial Growth
Even as the headline CPI ticked up slightly in September, the uptick was modest and core inflation declined for the second consecutive month. More...
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