Curator's Cut: Sentiment Shifts in India, Racking Up in Singapore & Gaming Across Borders
This Curator's Cut highlights changing sentiment in Indian equities, Singapore data centres, and global gaming industry. Share your theme...
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Priced in Barrels, But Bringing in Billions- Short USD/INR into the FCNR Window
US CPI is later this week, payrolls were poor and Friday's RBI reserves data showed that FX reserves were back near 700bio. This reduces the need...
268 Views
India: 50bp Rate Cut, 100bp of CRR Cuts Pave the Way for Faster RGDP Growth
We forecast 8.5% real GDP growth in FY26, with another 75bp of rate cuts by Dec'25 (after 100bp cuts in Feb-Jun'25) boosting fixed investment,...
722 Views
India: Clear Policy Error Despite Food-Driven Spurt in Sep'24 Inflation
Veg prices can't be controlled by monetary policy, so RBI should've cut rates in Aug & Oct'24, with core & headline inflation below target. Policy...
443 Views
EM by EM #43: Rand’s Reckoning?
Just as the markets were speculating about which spring month would see the first Fed rate cut of the cycle, a surprisingly high CPI report from...
448 Views