Positive news on India's economy continues to roll in and that is being reflected in the performance of the stock market. But amid the optimism, this week we published an in-depth report highlighting...

Whether you’re a monetarist or not, it’s hard to ignore that the surge and plunge in the money supply preceded the surge and plunge in inflation. An imminent rebound in the money supply supports the...

The RBI kept the repo rate on hold at 6.50% today as expected but the more interesting aspect was the slight dialling down of its hawkish rhetoric. With inflation grinding down towards the central...

The minutes of the RBA’s March meeting revealed that the Board has now dropped its tightening bias. However, we suspect it will be a while before the Bank can be confident it has broken the back of...