Panorama – February 2024

Panorama February 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: The increase in…

RBI Monetary Policy February 2024

In the February 2024 meeting, the RBI Monetary Policy Committee (MPC) decided to hold the repo rate at 6.5% and retained the policy stance. The monetary policy remains ‘actively disinflationary’ to ensure durable alignment of headline inflation to the 4%…

Union Budget (Interim) 2024-25: Analysis & Insights

We are pleased to present an analysis of the Union Budget (Interim) 2024-25. The report provides insights into budgeted revenue, expenditure, fiscal deficit, and financing sources for the central government in FY25. Additionally, the report explores the implications on various…

Panorama – January 2024

Panorama January 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. The latest edition explores the key trends in India’s current account….

Macro Outlook 2024: Exploring the Big Picture

We are pleased to introduce the 360 ONE Asset Macro Outlook for 2024. This outlook explores the key themes expected to shape the macroeconomic landscape in 2024. We discuss various facets of the Indian economy, offering our perspectives on economic…

Trends & Tides – Balance of Payments Q2FY24

In Q2FY24, India’s Current Account Deficit (CAD) marginally narrowed to 1.0% of GDP in Q2FY24 from 1.1% in the previous quarter. The current account was broadly stable as an improvement in services exports offset the higher merchandise trade deficit. Higher…

Panorama – December 2023

Panorama December 2023 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 GDP growth…