We are pleased to present a comprehensive analysis of the Union Budget 2025-26. This report analyses the budget’s shift towards consumption revival as the pace of capital expenditure slows. It assesses the credibility of tax revenue projections and disinvestment targets,…

The US Federal Open Market Committee (FOMC) keeps the Federal Funds Rate steady at 4.25%-4.50% in the January 2025 meeting. In the post-policy press conference, Federal Reserve Chair Jerome Powell stated that the Fed is not rushing to lower interest…

Panorama January 2025 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: The momentum factor…

We are pleased to present the 360 ONE Asset Outlook 2025, offering an in-depth exploration of key factors shaping the economy and financial markets in 2025. The report provides a detailed analysis of the contrasting rural and urban consumption patterns,…

India’s Consumer Price Index (CPI) inflation eased to 5.22% YoY in December 2024 from 5.48% in the previous month. The decline in headline inflation was largely driven by a fall in food inflation to 7.7% YoY in December 2024 from…

The first advance estimates peg India’s FY25 GDP growth at 6.4% YoY, down from 8.2% YoY in FY24 and below the RBI’s latest projection of 6.6% YoY. The manufacturing sector drags down GDP growth in FY25. Growth in the manufacturing…

We are excited to introduce the latest report in our Spotlight series: The Indian Advantage. This report compares Indian equity markets with other key global markets, examining parameters such as economic growth trajectory, market capitalisation trends, risk-adjusted performance, sectoral composition,…

India’s current account recorded a deficit of 1.2% of GDP in Q2FY25, compared to 1.1% in the previous quarter and 1.3% in Q2FY24. The higher merchandise trade deficit was offset by an improvement in the services surplus and an increase…

Panorama December 2024 edition is out now! Here are the key insights from the report: India’s GDP growth slowed to a seven-quarter low of 5.4% YoY in Q2FY25. The manufacturing sector dragged down GDP growth in Q2, while services remained…

The US Federal Open Market Committee (FOMC) cuts the federal funds rate range by another 25 basis points (bps) to 4.25-4.50% in the December 2024 meeting. The FOMC Dot Plot projects 50 bps of rate cuts in both 2025 and…