RBI Monetary Policy December 2023

In the December 2023 meeting, the RBI Monetary Policy Committee (MPC) decided to hold the repo rate at 6.5% and retained the policy stance. The RBI Governor noted that monetary policy remains ‘actively disinflationary’ to ensure anchoring of inflation expectations…

Trends & Tides – India Q2FY24 GDP

In Q2 FY24, India’s GDP growth posted a robust expansion of 7.6% YoY. The growth was primarily driven by a strong manufacturing sector, as a fall in raw material costs led to an improvement in operating margins. However, the agriculture…

Panorama – November 2023

Panorama November 2023 edition is out now! Panorama is a meticulously crafted report that offers a comprehensive view of the macro factors and market trends shaping the economic landscape of India. Here are the key insights from the report: Small-cap…

Trends & Tides – India CPI October 2023

In October 2023, India’s Consumer Price Index (CPI) inflation eased to 4.87% YoY, primarily due to a steady decline in core inflation. Core inflation decreased to 4.25% YoY in October from 4.56% in the previous month. Refined measures of core…

Spotlight: India’s Manufacturing Renaissance

We are excited to introduce the first report of our Spotlight series: India’s Manufacturing Renaissance. The report presents a comprehensive comparison among the beneficiaries of the China+1 strategy, which includes India, Vietnam, Thailand, Indonesia, Malaysia, and Mexico. This report offers…

Panorama – October 2023

Panorama October 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: An increase in…

Trends & Tides – India CPI September 2023

In September 2023, India’s Consumer Price Index (CPI) inflation eased to 5.0% YoY due to a correction in food inflation. The sharp decline in fuel inflation, driven by the reduction in LPG prices, also contributed to the fall in headline…