JP Morgan has announced the inclusion of Indian G-secs in the GBI-EM Global index suite. This move holds significant structural benefits for cost of capital, the balance of payments, the Indian Rupee, and long-term growth. Explore the macro-implications by referring…

In Q1FY24, India’s current account deficit (CAD) rose to 1.1% of GDP, marking a significant increase from 0.2% deficit in the preceding quarter. CAD increased on account of a higher merchandise trade deficit and weaker services surplus. The rise in…

Panorama September 2023 edition is out now! Panorama is a meticulously crafted report that offers an overview of the macro factors and market trends influencing the Indian economic landscape. Here are the key insights from the report: 1. Government support…

The US FOMC held the Federal Funds Rate (FFR) in the target range of 5.25-5.50% as expected during the September 2023 meeting and signaled one more rate hike by the end of 2023. US economic growth continues to remain strong,…

In August 2023, India Consumer Price Index (CPI) inflation remained elevated at 6.83% YoY, but it eased from 7.44% in June. Headline inflation was largely driven by elevated food prices, while core inflation (which excludes food and fuel) continued to…