Gujarat Election Setback: Modi Needs a Growth Revival Well Before May 2019
The Gujarat election results will be declared later today (18 December). All the exit polls suggested that the BJP would romp to victory there --...
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Chart of the Day: Down The Rabi Hole
India's Q3 GDP data showed a welcome re-acceleration in growth after five successive quarters of slowdown. But, at 6.1% y/y, Â gross value added...
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RBI: Hawkishly Neutral
RBI's Monetary Policy Committee (MPC) kept its key policy rate - the repo rate - unchanged at 6% as widely expected in a 5-1 split vote. While the...
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Chart of the Day: Cementing The Recovery
India's Q3 GDP data were better, but still some way from good. Gross Valued Added (GVA) growth picked up to 6.1% y/y from Q2's desperately...
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India: Making The (Up)Grade
Moody's decision to upgrade India's sovereign rating is long overdue given India's superior medium-term growth prospects and its impressive tempo...
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