India: RBI Obliged to Tighten Amid Global Headwinds but Only One More Hike Likely
RBI's hawkish tone is overdone. Inflation will undershoot RBI forecasts, as animal proteins (not rain-dependent veg/cereals) are the main inflation...
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Primer: iShares MSCI India Index ETF (INDIA SP) - Aug 2026
The iShares MSCI India Index ETF offers targeted exposure to large and mid-capitalization companies in India, providing a convenient vehicle for...
106 Views
India Twin Deficit Watch: Export Strength to Keep CAD Low; Revenue Supports Lower FD
Depreciated INR boosted exports (+22.9%YoY in Jul-Aug'26). Despite oil price surge, FY27 CAD likely to edge up only to 0.8% of GDP. Strong direct &...
90 Views
India Twin Deficit Watch: CAD Small; Strong Corp-Tax & GST Revenue Boosts Fiscal
CGST revenues rose 16.9%YoY in Q1FY27, suggesting robust PCE. Corporate tax revenue rose 19.7%YoY signalling a rebound in earnings. Exports of...
114 Views
India: 8.2%YoY Growth in Q2FY26; to Accelerate to 9%YoY in Oct'25-Sep'26
Expect real GDP growth of 8.5% in FY26 and 8.2% in FY27 as 2pp lower GST and strong farm incomes boost private consumption, while low inflation...
253 Views