India Rapid Response India Consumer Prices (May 2025) India’s headline consumer price inflation fell to a 75-month low of 2.8% y/y in May. Inflation may now have bottomed out, but we think it will rise only very gradually back towards the Reserve Bank’s... 12th June 2025 · 2 mins read
India Rapid Response India GDP (Q1 2025) GDP figures for Q1 2025 show that India’s economy grew at a robust pace at the start of the year and we think that growth may remain strong over the coming quarters as lower interest rates filter... 30th May 2025 · 2 mins read
India Rapid Response India Consumer Prices (Apr. 2025) The slight fall in India’s consumer price inflation in April, which pushes it further below the Reserve Bank of India’s (RBI’s) 4% target, supports our view that the central bank will press ahead with... 13th May 2025 · 2 mins read
India Rapid Response India Consumer Prices (Mar. 2025) The larger-than-expected fall in Indian consumer price inflation in March, which pushes it further below the Reserve Bank of India’s (RBI’s) 4% target, reinforces our view that the central bank will... 15th April 2025 · 2 mins read
India Rapid Response India Consumer Prices (Feb. 2025) The larger-than-expected fall in Indian headline consumer price inflation to below the RBI’s 4% target in February supports our view that the central bank will continue to loosen monetary policy over... 12th March 2025 · 2 mins read
India Rapid Response India GDP (Q4 2024) GDP figures for Q4 2024 show that India’s economy remained fairly soft by its own standards at the end of last year. But with policy now decisively turning more supportive, economic growth should pick... 28th February 2025 · 2 mins read
Emerging Europe Rapid Response US-Russia talks don’t signal near-term end to the war The decision by the US and Russia to “lay the groundwork” to end the war in Ukraine marks a potentially significant turning point after three years of conflict. Negotiations will take time and the... 18th February 2025 · 2 mins read
India Rapid Response India Consumer Prices (Jan. 2025) The sharp fall in Indian headline consumer price inflation in January reinforces our view that the RBI will continue to loosen monetary policy over the coming months to support the economy. 12th February 2025 · 2 mins read
India Rapid Response RBI Policy Announcement (Feb. 25) The Reserve Bank of India’s (RBI’s) decision to cut the repo rate by 25bps today to 6.25% confirms that, under new leadership, its priorities have tilted from containing inflation to providing more... 7th February 2025 · 2 mins read
India Rapid Response India Consumer Prices (Dec. 2024) The further moderation in Indian headline consumer price inflation in December supports our view that the monetary easing cycle will kick off at the RBI’s next policy meeting in February. 13th January 2025 · 2 mins read
India Rapid Response India Consumer Prices (Nov. 2024) The fall in headline consumer price inflation to back within the RBI's target range in November, along with the change of leadership at the central bank into a seemingly less hawkish direction, mean... 12th December 2024 · 2 mins read
India Rapid Response India’s government appoints new RBI governor India’s government has just appointed Revenue Secretary Sanjay Malhotra as the new governor of the Reserve Bank of India (RBI). He will replace the Shaktikanta Das following six years at the helm. The... 9th December 2024 · 2 mins read
India Rapid Response Reserve Bank of India Policy Announcement (Dec.) 6th December 2024 · 2 mins read
India Rapid Response India GDP (Q3 2024) GDP figures show the economy slowed sharply last quarter, and we expect economic activity to struggle over the coming quarters. That bolsters the case for policy loosening, but the recent jump in... 29th November 2024 · 2 mins read
