- In one line: No reason for the RBI to resume hiking in these conditions.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Not enough to take 25bp off the table in April.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A glass that remains half-full.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Hot, but the details give reason for calm.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A reversal in Diwali effects; industry is now a two-speed sector.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Core inflation is still keeping the MPC on edge.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: IP growth remains lacklustre, Diwali effects aside; more space for the RBI to consider a February pause.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The RBI’s hiking cycle is over.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: The pivot is here… and actions speak louder than words.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Food inflation turns to friend from foe.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid finish, but the damage to Q3 is done.
Miguel Chanco (Chief EM Asia Economist)Global