Smaller y/y declines in a food and energy prices meant that both CPI and PPI deflation eased last month, a trend that we think will continue over the coming quarters. But concerns about low inflation...

While the economic data released this week suggest that the case for tighter policy is diminishing, inflation is set to rebound and wage growth will strengthen again before long. Accordingly, we still...

Inflation fell sharply in November and while the quarterly CPI due later this month will show that it was still above 4% in Q4, monthly prints should soon start with a 3. With the unemployment rate...

Air quality levels in India have been the worst on record in recent weeks and the country's reliance on coal suggests that this will remain an economic headwind for a long time to come. That doesn't...