India Rapid Response India Consumer Prices (Jul. 2025) The larger-than-expected fall in India’s headline inflation rate in July, to an eight-year low, raises the prospect of the RBI cutting interest rates further this year. But with inflation set to... 12th August 2025 · 2 mins read
India Rapid Response Trump’s 25% tariff on India may not be the end point The 25% tariff that President Trump has announced will be applied to imports from India starting Friday would undermine India’s attractiveness as an alternative manufacturing hub to China, if it... 30th July 2025 · 2 mins read
India Rapid Response India Consumer Prices (Jun. 2025) The larger-than-expected fall in India’s consumer price inflation to 2.1% y/y in June raises the prospect of the RBI cutting interest rates further at its policy meeting next month. But given the RBI... 14th July 2025 · 2 mins read
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
