India Rapid Response RBI Policy Announcement (Oct. 2026) The Reserve Bank of India kicked off its tightening cycle with a 25bp hike today, vindicating our long-held view that policy would need to be tightened even as most analysts had initially expected the... 7th October 2026 · 2 mins read
India Rapid Response India Consumer Prices (August 2026) India’s headline consumer price inflation jumped to a 20-month high of 4.8% y/y in August and further rises are going to follow, with the renewed surge in oil prices a stark reminder that the risks... 14th September 2026 · 2 mins read
India Rapid Response India Consumer Prices (May 2026) India’s headline consumer price inflation picked up to a 15-month high of 3.9% y/y in May and further rises are going to follow. We think the RBI will start hiking interest rates soon. Consumer price... 12th June 2026 · 2 mins read
India Rapid Response India GDP (Q1 2026) The GDP data for Q1 (Q4 of FY25/26) show that India’s economy continued to grow at a very healthy clip, and more timely indicators point to resilience in the face of the energy shock. There is little... 5th June 2026 · 2 mins read
