Year: 2024

Trends & Tides – India Q1FY25 GDP

India’s Q1FY25 Gross Domestic Product (GDP) growth was recorded at 6.7% YoY, down from 7.8% YoY in the previous quarter and below the RBI’s forecast of 7.1% YoY. However, Gross Value Added (GVA) recovered to 6.8% YoY from 6.3% in…

Panorama – August 2024

Panorama August 2024 edition is out now! Panorama is a meticulously crafted report that offers a comprehensive view of the macro factors and market trends shaping India’s economic landscape. Here are the key insights from the report: Many central banks…

Trends & Tides – US FOMC July 2024

The US Federal Open Market Committee (FOMC) held the Federal Funds Rate steady in the 5.25-5.50% target range at the July 2024 meeting. Federal Reserve Chair Jerome Powell signalled a possible rate cut in the September meeting. The US economic…

Panorama – July 2024

Panorama July 2024 edition is out now! Panorama is a meticulously crafted report that offers a comprehensive view of the macro factors and market trends shaping India’s economic landscape. Here are the key insights from the report: India’s banking sector…

Union Budget 2024-25: Analysis & Insights

We are pleased to present a comprehensive analysis of the Union Budget 2024-25. The report offers detailed insights into the central government’s projected revenues, expenditures, fiscal deficit, and financing sources for FY25. Additionally, the report delves into the implications of…

Trends & Tides – India CPI June 2024

In June 2024, India’s Consumer Price Index (CPI) inflation rose to 5.08% YoY from 4.80% YoY in the previous month. The rise in headline inflation was driven by the increase in food inflation to 8.4% YoY from 7.9% YoY in…

Trends & Tides – Balance of Payments Q4FY24

India’s current account turned to a surplus of 0.6% of GDP in Q4FY24 from a deficit of 1.0% in the previous quarter. The current account improved due to a steep correction in the merchandise trade deficit. The merchandise trade deficit…

Panorama – June 2024

Panorama June 2024 edition is out now! Panorama is a meticulously crafted report that offers a comprehensive view of the macro factors and market trends shaping India’s economic landscape. Here are the key insights from the report: In FY24, corporate…

Trends & Tides – US FOMC June 2024

The US Federal Open Market Committee (FOMC) held the Federal Funds Rate steady in the 5.25-5.50% target range at the June 2024 meeting. However, the FOMC dot plot revised rate cut projections for 2024 downward to one rate cut from…