INSIGHT PROVIDER
Prasenjit K. Basu

Prasenjit K. Basu
Chief Economist & Political Strategist
CrossASEAN Research

448
Insights
142.3k
Views
186
Followers
Multi-Asset Macroeconomics Cross Asset Strategy
Refresh
bullishMacroeconomics
11 Feb 2025 02:09

India: RBI to Cut 75bp More, and BJP Delhi Win to Spur 8% RGDP Growth Post Tax Cuts

​RBI's 25bp cut likely to be followed by 75bp more by Aug'25 as inflation recedes. Delhi election to boost urban governance, and income tax cuts...

Share
bullishMacroeconomics
03 Feb 2025 09:54

India: A Budget to Revive PCE, Labour-Intensive Exports & Urban Governance

​Tax rate reduction and customs duty rationalization will boost PCE in FY26, FDI & exports medium-term. Measures to reduce public debt, support...

Share
bullishMacroeconomics
01 Feb 2025 05:36

India Twin Deficit Watch: CA Surplus, and a Lower-Than-Estimated Fiscal Deficit

​Fiscal deficit on track to be below FY25 target, revenue growth robust in PIT, CGST and customs. CAD likely to turn into surplus for FY25. EPS...

Share
bullishMacroeconomics
30 Jan 2025 05:18

Singapore: Early to Ease Amid Receding Inflation, Helped by Productivity Rebound

Strong productivity growth reduces ULCs & inflation. ​S$NEER likely to depreciate further, inflation to stay below 2% in 2025, with RGDP growth of...

Share
bullishMacroeconomics
15 Jan 2025 19:57

India: Still on Track for Rate Cuts to Begin in Feb'25; Continue at Next 2 MPC Meetings

​High real policy rates are hindering the economy. But with core inflation low and the bountiful winter harvest, food inflation should ease...

Share
x