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India

Macroeconomy

Finance & Banking

Geostrategy

Key Indicators

India SENSEX
Index Price Level
18345.03, 18137.35, 18086.2, 18141.4, 18326.09 18,326.09
Cpi % Change
India
13.33, 13.91, 13.73, 11.25, 9.88 9.88
Cash Surplus / Deficit [1-2-31 = 1-2
Budgetary Central Governement - Billions Of Indian Rupee - India
-3.29, -2.34, -2.69, -5.86, -7.19 -7.19
Dollar exchange rate
Indian rupees/USD - India
44.36, 44.44, 44.4, 44.45, 44.43 44.43
Central Bank Balance Sheet
Bank Credit to Commercial Sector, INR - India
3458612, 3472531, 3558423, 3606610, 3601091 3,601,091
BOP
Current account, Total, Net, Million USD - India
-8773, -12187, -12998, -13732, -38383 -38,383
IND GDP
Constant Prices, Growth rate same period previous year, SA, % - India
3.94, 5.08, 6.19, 7.52, 11.26 11.26
data by Factset

India Outlook: Investment-Led Recovery

We expect India’s growth rate to improve from that of Q3 FY2013, led by a pickup in investment. The impetus will come from increased capital expenditure under the 12th Five-Year Plan. Political realities will force the government’s hand in trying to ensure the success of fiscal consolidation, which will be the key to sustainable long-term growth. Inflation has peaked and base effects will ensure easing pressure. However, potential tailwinds, such as a hike in oil prices and electricity tariffs, and rising indirect taxes, will slow the decrease. Core inflation is now below 6%, which will persuade the Reserve Bank of India (RBI) to make its first easing move in April.

Read the latest India Outlook

Market Strategy

Emerging Markets Quarterly

India: Q1 2012

By Kunal Kumar Kundu, Natalia Gurushina and Ibrahim Gassambe Jan 26, 2012

Market Strategy

EM Currencies: Start Taking Profits on INR Shorts

By Natalia Gurushina, Kunal Kumar Kundu and Adam Wolfe Nov 23, 2011

Cross Asset Monthly

Emerging Markets: Between Scylla and Charybdis

By Natalia Gurushina Nov 7, 2011

Emerging Markets Quarterly

Equity: Beware of Momentum

By Gina Sanchez Oct 24, 2011

Emerging Markets Quarterly

Rates/Currencies: In Defense of the Defensive

By Natalia Gurushina Oct 24, 2011

Emerging Markets Quarterly

Asia: Hot Shots! Part Deux

By Adam Wolfe and Michael Manetta Oct 24, 2011

Cross Asset Monthly

Emerging Markets: A Defensive Stance Is Justified

By Natalia Gurushina Oct 7, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead, but We See Opportunities

By Natalia Gurushina Sep 6, 2011

Market Strategy

Hunkering Down for a Recession

By Gina Sanchez, Ibrahim Gassambe and Dayna Goodwin Sep 1, 2011

Cross Asset Monthly

Emerging Markets: Damocles' Sword(s), Black Sheep and Weaker Growth

By Natalia Gurushina Aug 3, 2011

Emerging Markets Quarterly

Equity: Credit Growth Boosts Earnings

By Gina Sanchez Jul 28, 2011

Emerging Markets Quarterly

Commodities: EMs Steer Auto Sector Growth

By Shelley Goldberg Jul 28, 2011

Emerging Markets Quarterly

Asia: Low Real Rates, Diverging Results

By Adam Wolfe and Michael Manetta Jul 28, 2011

Market Strategy

Measuring EM FX Appreciation Pressures (Part I)

By Natalia Gurushina and Tsolmon Enkhbayar Jul 14, 2011

Market Strategy

ROSI and the Oil Rollercoaster

By Natalia Gurushina and Tsolmon Enkhbayar May 13, 2011

Emerging Markets Quarterly

The Here and Now: Finding the Right Middle Ground

By Arnab Das Apr 21, 2011

Emerging Markets Quarterly

Credit: Oil, Rate Hikes, Revolutions—Oh My!

By David Nowakowski Apr 21, 2011

Emerging Markets Quarterly

Emerging Market Scorecard

By the RGE Economic Research Team Apr 21, 2011

Emerging Markets Quarterly

Fixed Income/Foreign Exchange: Taming Inflation—Mission Impossible?

By Natalia Gurushina Apr 21, 2011

Emerging Markets Quarterly

Asia: A Reminiscence of 2008

By Arpitha Bykere Apr 21, 2011

Market Strategy

Asset Classes: Historic Correlations to Oil Prices

By David Nowakowski, Natalia Gurushina and Tsolmon Enkhbayar Apr 5, 2011

Cross Asset Monthly

Emerging Markets: There May Be Trouble Ahead

By Natalia Gurushina Mar 1, 2011

Cross Asset Monthly

Global Equity: Balancing Risks With Fundamentals

By Gina Sanchez & Ibrahim Gassambe Mar 1, 2011

Market Strategy

Why Are EM Corporate Bonds Trading at a Premium Over DM's?

By Tsolmon Enkhbayar and David Nowakowski Feb 15, 2011

Emerging Markets Quarterly

Asia: Time to Tackle Inflation

By Arpitha Bykere Jan 19, 2011

Emerging Markets Quarterly

India: A Replay of 2007?

By Arpitha Bykere Jan 19, 2011

Market Strategy

Coal's Bright and Dirty Future in the U.S.

By Shelley Goldberg, Gary Clark and Rachel Ziemba Dec 1, 2010

Market Strategy

Emerging Markets Quarterly, October 2010: A Tale of Two Worlds

By the RGE Macroeconomics and Strategy Teams Oct 22, 2010

Emerging Markets Quarterly

India: Domestic Demand Set for a Bull Run

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Asia: V-Shaped Recovery, With Tsunami of Hot Inflows

By Arpitha Bykere Oct 22, 2010

Emerging Markets Quarterly

Commodities: Rising From the Ashes

By Shelley Goldberg Oct 22, 2010

Emerging Markets Quarterly

Credit: If You Issue, They Will Come

By David Nowakowski Oct 22, 2010

Emerging Markets Quarterly

Equity: Liquidity Creates Bigger Imbalances

By Gina Sanchez Oct 22, 2010

Emerging Markets Quarterly

Appendix: Emerging Markets Scorecard

By The RGE Strategy Team Oct 22, 2010

Market Strategy

Cotton: The Next 'Luxury' Fiber?

By Shelley Goldberg Sep 21, 2010

Market Strategy

Gold: There's Something About September

By Shelley Goldberg Sep 16, 2010

Cross Asset Monthly

Credit: Who Gets Their Pound of Flesh?

By David Nowakowski Aug 31, 2010

Cross Asset Monthly

Equities: Über Competitive Germany

By Gina Sanchez Aug 31, 2010

Cross Asset Monthly

Executive Summary: States of Flux: Stay Risk Averse

By Arnab Das Aug 31, 2010

Market Strategy

The History of Risk—Correlations, Volatilities and Z-Scores

By David Nowakowski and Natalia Gurushina Aug 25, 2010

Market Strategy

Q3 2010 Scenario Analysis: Macroeconomic Factors & Asset Class Investment Implications

By Christian Menegatti, Rachel Ziemba, Arnab Das, Arun Motianey, Gina Sanchez, Natalia Gurushina and David Nowakowski Aug 2, 2010

Economic Research

Asia Weekly

Asia’s Trade Data Still Look Ugly in April

By Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu May 10, 2012

Central Bank Watch

Reserve Bank of India: Repo Rate Cut Sends a Strong Signal

By Kunal Kumar Kundu Apr 19, 2012

Asia Weekly

Asia’s Early Q1 GDP Numbers Show Strengths, Hide Weaknesses

By Adam Wolfe, Michael Manetta, Ayoti Mittra and Abby Zwick Apr 19, 2012

Economic Research

India’s Challenge: Harnessing Demographics for Long-Term Growth

By Kunal Kumar Kundu and Dev Ashish Apr 16, 2012

Asia Weekly

No EZ Solution to Weak Asian Exports

By Michael Manetta, Kunal Kumar Kundu, Ayoti Mittra and Adam Wolfe Apr 12, 2012

Asia Weekly

India, South Korea, Indonesia and Australia Outlook Highlights

By Ayoti Mittra, Michael Manetta, Kunal Kumar Kundu and Adam Wolfe Mar 22, 2012

Global Economic Outlook

Asia Outlook: Quantum of Solace

By Michael Manetta, Adam Wolfe, Ayoti Mittra and Kunal Kumar Kundu Mar 20, 2012

Global Economic Outlook

India Outlook: Investment-Led Recovery

By Kunal Kumar Kundu Mar 16, 2012

Asia Weekly

Asian Central Banks Stay on Hold Despite Imminent Chinese Slowdown

By Adam Wolfe, Kunal Kumar Kundu and Ayoti Mittra Mar 8, 2012

Asia Weekly

Asia Shows Signs of Change We Can Believe In

By Ayoti Mittra, Adam Wolfe and Michael Manetta Mar 1, 2012

Asia Weekly

China Leads Regional Easing Trend

By Michael Manetta, Adam Wolfe, Ayoti Mittra and Kunal Kumar Kundu Feb 23, 2012

Economic Research

What’s on Nouriel’s Mind: Why I’m Still Bearish

By Nouriel Roubini Feb 14, 2012

Asia Weekly

Can We Believe the January Numbers?

By Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu Feb 9, 2012

Economic Research

Introducing RGE’s Financial Conditions Index for India

By Dev Ashish and Kunal Kumar Kundu Jan 31, 2012

Asia Weekly

India Monetary Policy; Japan Exports and Inflation; Singapore IP and Inflation

By Adam Wolfe, Michael Manetta, Kunal Kumar Kundu and Ayoti Mittra Jan 19, 2012

Economic Research

Optimism Meets Realism: Takeaways From Meetings With Senior Indian Policy Makers

By Nouriel Roubini and Kunal Kumar Kundu Jan 18, 2012

Asia Weekly

China IP and Inflation; Malaysia IP and Exports; India Inflation

By Adam Wolfe, Kunal Kumar Kundu and Ayoti Mittra Jan 5, 2012

Central Bank Watch

Reserve Bank of India: December Update

By Kunal Kumar Kundu Dec 15, 2011

Global Economic Outlook

Asia Outlook: The World Is Not Enough

By Adam Wolfe, Michael Manetta, Ayoti Mittra and Kunal Kumar Kundu Dec 9, 2011

Asia Weekly

China, Japan and India Outlook Highlights

By Michael Manetta, Adam Wolfe and Kunal Kumar Kundu Dec 8, 2011

Global Economic Outlook

India Outlook: Deficit and Global Factors to Pull Down Growth

By Kunal Kumar Kundu Dec 2, 2011

Economic Research

Sharp Slowdown in the Offing For India As Deficit Concerns Loom

By Kunal Kumar Kundu Nov 28, 2011

Asia Weekly

Thailand Monetary Policy and Inflation, Philippines Monetary Policy, India GDP

By Adam Wolfe, Michael Manetta, Ayoti Mittra, Derrick Metriyakool and Kunal Kumar Kundu Nov 24, 2011

Economic Research

BRICs in Africa: After More Than Just Resources

By Maya Senussi and Rachel Ziemba Nov 22, 2011

Central Bank Watch

Overview: The Next Cycle

By Michael Manetta Nov 17, 2011

Central Bank Watch

Reserve Bank of India: November Update

By Kunal Kumar Kundu Nov 17, 2011

Asia Weekly

India Inflation; Malaysia GDP

By Kunal Kumar Kundu, Ayoti Mittra and Adam Wolfe Nov 10, 2011

Asia Weekly

Vietnam and Australia Inflation; India Monetary Policy; Singapore Industrial Production

By Michael Manetta, Mikka Pineda, Adam Wolfe and Ayoti Mittra Oct 20, 2011

Global Economic Outlook

Asia Outlook Update: You Only Live Twice

By Adam Wolfe, Michael Manetta and Mikka Pineda Sep 19, 2011

Global Economic Outlook

India Outlook Update: Domestic Demand Destruction + Gloomy Global Growth

By Adam Wolfe and Kunal Kumar Kundu Sep 16, 2011

Economic Research

India's Persistent Fiscal Challenge

By Kunal Kumar Kundu Aug 26, 2011

Asia Weekly

India and Philippines GDP; Japan Industrial Production; Thailand Inflation

By Michael Manetta, Mikka Pineda, Kunal Kumar Kundu and Adam Wolfe Aug 25, 2011

Central Bank Watch

Summary Table: RGE Policy Rate Forecasts and Market Interbank Rate Expectations

By Michael Manetta and the RGE Economic Research Team Aug 19, 2011

Central Bank Watch

Reserve Bank of India: August Update

By Adam Wolfe Aug 19, 2011

Global Economic Outlook

India Outlook Update: Demand Destruction

By Adam Wolfe Aug 8, 2011

Mena Focus

MENA Looks for New Markets: Trade Ties Shifting Slowly

By Maya Senussi, Rachel Ziemba and John Prosser Aug 5, 2011

Asia Weekly

Singapore, Vietnam and Australia Inflation; India and Philippine Monetary Policy; Thailand Manufacturing

By Michael Manetta, Mikka Pineda and Adam Wolfe Jul 21, 2011

Asia Weekly

Australia and Malaysia Monetary Policy; Malaysia Exports; India Fiscal Policy

By Michael Manetta, Mikka Pineda and Kunal Kumar Kundu Jun 30, 2011

Asia Weekly

Outlook Updates for Hong Kong, India, Indonesia, Japan, New Zealand, Philippines and Thailand

By Arpitha Bykere, Michael Manetta, Derrick Metriyakool, Mikka Pineda and Adam Wolfe Jun 16, 2011

Global Economic Outlook

India Outlook Update: Growth Slowdown a Blessing in Disguise

By Arpitha Bykere Jun 16, 2011

Asia Weekly

China Inflation; India and Philippines Monetary Policy; Singapore Exports

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Jun 9, 2011

Economic Research

Central Bank Watch: The Shifting Tides of Global Monetary Policy

By James Mason and the RGE Economic Research Team Jun 8, 2011

Economic Research

Current Account Deficit Alert: Domestic Policies, not Foreign Capital, Will Shield Brazil, India, Turkey and South Africa

By Arpitha Bykere, Juan Lorenzo Maldonado, David Rogovic, Rachel Ziemba and Maya Senussi Jun 2, 2011

Asia Weekly

Japan Industrial Production, Australia and India Growth, Thailand Monetary Policy

By Mikka Pineda, Michael Manetta and Arpitha Bykere May 26, 2011

Economic Research

Commodity Correction: What Drove Down the Price of Oil?

By Gary Clark May 12, 2011

Economic Research

Overheating Asia Yearns for Policy Coolants

By Arpitha Bykere, Michael Manetta and Adam Wolfe May 9, 2011

Asia Weekly

Indonesia and Philippines Inflation; Australia and India Monetary Policy Meetings

By Mikka Pineda, Michael Manetta and Arpitha Bykere Apr 28, 2011

Economic Research

Japan's Earthquake: Can the Growth Impact on EM Asia Be Discounted?

By Michael Manetta, Arpitha Bykere and Adam Wolfe Apr 12, 2011

Economic Research

South Africa: When BRIC Became BRICS…

By Maya Senussi and Rachel Ziemba Apr 12, 2011

Asia Weekly

India Inflation, China GDP, Indonesia Monetary Policy, Philippines Exports

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Apr 7, 2011

Economic Research

India’s Growth-Inflation Dilemma

By Arpitha Bykere Apr 7, 2011

Global Economic Outlook

Asia/Pacific Outlook: Dreaming of Decoupling

By Arpitha Bykere Mar 18, 2011

Global Economic Outlook

India Outlook: Hype Meets Reality

By Arpitha Bykere Mar 17, 2011

Asia Weekly

China, Japan and India Monetary Policy; Singapore Industrial Production

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Mar 10, 2011

Economic Research

Are Loose Policies or Supply Shocks to Blame for India’s Inflation?

By Arpitha Bykere Mar 10, 2011

Economic Research

'Chindia': Putting the Emerging Market Giants Into Perspective

By Arpitha Bykere, Adam Wolfe and Arnab Das Feb 16, 2011

Asia Weekly

Is Food the Only Culprit Behind Asia's Inflation?

By Michael Manetta, Arpitha Bykere, Adam Wolfe and Mikka Pineda Feb 10, 2011

Economic Research

India: No Respite From Inflation

By Arpitha Bykere Feb 10, 2011

Asia Weekly

Will Asia Heat Up as Winter Ends?

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Feb 3, 2011

Economic Research

Can Capital Controls Resolve Asia's Policy Trilemma?

By Adam Wolfe, Arpitha Bykere, Michael Manetta and Mikka Pineda Jan 24, 2011

Asia Weekly

Economic Momentum Puts Pressure on Inflation and Trade Balances

By Mikka Pineda, Michael Manetta, Adam Wolfe and Arpitha Bykere Jan 6, 2011

Asia Weekly

Inflation Risks Persist Among Asia's Heavyweights

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Dec 9, 2010

Economic Research

Slowing Inflation Unlikely to Make India Less Hawkish

By Arpitha Bykere Dec 9, 2010

Global Economic Outlook

Global Overview: 2011 Outlook

By Christian Menegatti, Nouriel Roubini and the RGE Macroeconomics Team Dec 7, 2010

Global Economic Outlook

India: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

Asia/Pacific: 2011 Outlook

By Arpitha Bykere Dec 7, 2010

Global Economic Outlook

Macro Forecasts: 2011 Outlook

By the RGE Macroeconomics Team Dec 7, 2010

Asia Weekly

Asia/Pacific Central Banks Chart the 2011 Course

By Mikka Pineda, Adam Wolfe, Arpitha Bykere and Michael Manetta Nov 25, 2010

Economic Research

India: Behind the Curve in Curbing Overheating Risks

By Arpitha Bykere Nov 25, 2010

Asia Weekly

Shifting Economic Cycle Constrains Monetary Tightening

By Arpitha Bykere, Mikka Pineda and Michael Manetta Nov 11, 2010

Asia Weekly

Blazing Real Estate Markets Call for Regulatory Cooldown

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Oct 21, 2010

Economic Research

Can Home Demand in India Catch Up With Rising Prices and Investment?

By Arpitha Bykere Oct 21, 2010

Asia Weekly

Gradual Slowdown Calls for Policy Normalization

By Arpitha Bykere, Adam Wolfe and Mikka Pineda Oct 7, 2010

Global Economic Outlook

India: September 2010 Outlook Update

By Arpitha Bykere Sep 10, 2010

Global Economic Outlook

Global Overview: September 2010 Outlook Update

By Nouriel Roubini, Christian Menegatti and the RGE Macroeconomic Team Sep 10, 2010

Asia Weekly

Parsing Fiscal and Monetary Policies in Asia

By Arpitha Bykere, Michael Manetta, Adam Wolfe and Mikka Pineda Sep 9, 2010

Economic Research

Asia Week Ahead: Growth Concerns Outweigh Inflation Risks

By Arpitha Bykere, Michael Manetta, Mikka Pineda and Adam Wolfe Aug 26, 2010

Economic Research

Asia Week Ahead: Waxing Inflation, Waning Growth

By Adam Wolfe, Mikka Pineda, Michael Manetta and Arpitha Bykere Aug 12, 2010

Economic Research

Asia Week Ahead: Private Demand an Unlikely Antidote for Export Ailments

By Arpitha Bykere, Adam Wolfe, Michael Manetta and Mikka Pineda Aug 5, 2010

Economic Research

Asia Week Ahead: Gradual Monetary Tightening to Continue Despite Signs of Slowdown

By Arpitha Bykere, Mikka Pineda, Michael Manetta and Adam Wolfe Jul 22, 2010

Global Economic Outlook

Asia/Pacific: Q3 2010 Outlook

By Arpitha Bykere Jul 12, 2010

Global Economic Outlook

India: Q3 2010 Outlook

By Arpitha Bykere Jul 10, 2010

Economic Research

With Limited Options, EM Asia Turns to Prudential Measures to Tame Inflows

By Arpitha Bykere and Adam Wolfe Jul 6, 2010

Economic Research

Asia Week Ahead: Central Banks Weigh Tightening With G3 on Hold and Global Growth Slowing

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jul 1, 2010

Economic Research

Asia Week Ahead: Vulnerabilities to the EU Are Here to Stay

By Arpitha Bykere and Mikka Pineda Jun 17, 2010

Economic Research

Asia Week Ahead: Regional Divergences in Growth and Inflation Risks

By Arpitha Bykere and Mikka Pineda Jun 10, 2010

Economic Research

Asia Week Ahead: Signs of Easing Growth Challenge Monetary Policy

By Arpitha Bykere, Mikka Pineda, Adam Wolfe and Rachel Ziemba Jun 3, 2010

Global Economic Outlook

India: Q2 2010 Outlook

By Arpitha Bykere Apr 12, 2010

Global Economic Outlook

India: Q1 2010 Outlook

By Arpitha Bykere Jan 30, 2010

Economic Research

Comparing 2010 Growth Forecasts for Major Economies

By Rachel Ziemba, Elisa Parisi-Capone, Christian Menegatti, Arpitha Bykere, Bertrand Delgado and Mikka Pineda Jan 21, 2010

Economic Research

India Economic Outlook, Q4 2009

By Arpitha Bykere Oct 7, 2009

Economic Research

Will India Get Back to 9% Growth?

By Arpitha Bykere Sep 8, 2009

Economic Research

India Economic Outlook, Q3 2009

By Arpitha Bykere Jul 24, 2009

Economic Research

BRICs in the Monitor

By RGE Analyst Team Jun 16, 2009

Economic Research

U.S.-India Nuclear Accord: Nonproliferation Disaster or Landmark Deal?

By Kavitha Cherian Oct 3, 2008

EconoMonitors

Asia Channel

India on a Roll?

Anantha Nageswaran May 11, 2012

Geostrategy Channel

Investing in a G-Zero World

James Picerno May 8, 2012

Asia Channel

India: Treaties that Gave Away the Store

Kavaljit Singh May 1, 2012

Asia Channel

India: Drama of the Outlook Downgrade

Anantha Nageswaran Apr 30, 2012

RGE Analysts

India: Taxing Time for Foreign Investors

Kunal Kumar Kundu Apr 4, 2012

RGE Analysts

Financial Repression – Indian Style

Kunal Kumar Kundu Mar 30, 2012

RGE Analysts

Indian Economy – Beware the Nones and Ides of March, or Thereabouts

Kunal Kumar Kundu Mar 23, 2012

Global Macro Channel

Is Risk in Emerging Economies Less Than Developed Economies?

Prieur du Plessis Mar 13, 2012

Geostrategy Channel

Sistema Threatens to Invoke Bilateral Investment Treaty

Kavaljit Singh Mar 2, 2012

Emerging Markets Channel

Innovation, RIP

Anantha Nageswaran Feb 27, 2012

Global Macro Channel

India-EU FTA: Where Is Europe’s Trade Agenda Headed?

Kavaljit Singh Feb 24, 2012

Emerging Markets Channel

Why This Kolaveri, Di?

Anantha Nageswaran Feb 16, 2012

Asia Channel

For a Fair, Free Trade Pact with Europe

Kavaljit Singh Feb 14, 2012

Emerging Markets Channel

‘Power’less in India

Anantha Nageswaran Feb 13, 2012

RGE Analysts

RGE's Arnab Das - Rupee Will Underperform, Not Bullish on it

Arnab Das Feb 10, 2012

RGE Analysts

India’s Supreme Court Nails the Guilty, but Steps into Policy Making

Kunal Kumar Kundu Feb 3, 2012

Asia Channel

RBI’s CRR Cut

Anantha Nageswaran Jan 25, 2012

RGE Analysts

Backdoor Fiscal Stimulus in India

Kunal Kumar Kundu Jan 19, 2012

Emerging Markets Channel

India: Conflation and clarity

Anantha Nageswaran Jan 11, 2012

Ed Dolan's Econ Blog

Best Economics News Story of 2011: Dickens Meets Hayek in a Mumbai Slum

Ed Dolan Dec 31, 2011

Asia Channel

Shekhar Gupta Spots Recession in India

Anantha Nageswaran Dec 12, 2011

Asia Channel

Should India Establish a Sovereign Wealth Fund?

Kavaljit Singh Nov 23, 2011

Emerging Markets Channel

India: A (WTF) Downgrade

Anantha Nageswaran Nov 9, 2011

Asia Channel

India: Backdoor Monetization

Anantha Nageswaran Nov 2, 2011

Asia Channel

Burying India

Anantha Nageswaran Oct 30, 2011

Emerging Markets Channel

India: Linked or De-linked From the Global Economy?

Anoop Singh Oct 25, 2011

Last Days of Rome

India and Pakistan: Ten Years Later, Did America Back the Wrong Horse?

Michael Moran Oct 12, 2011

RGE Analysts

India and the U.S.: A Tale of Two Ineffective Monetary Policies

Kunal Kumar Kundu Sep 29, 2011

RGE Analysts

Why RBI Should Be on Hold

Kunal Kumar Kundu Sep 14, 2011

RGE Analysts

India's Manufacturing Sector: Feeling the Heat

Kunal Kumar Kundu Aug 31, 2011

Asia Channel

Vignettes from RBI Annual Report 2010-11

Anantha Nageswaran Aug 30, 2011

Dan Alpert's Two Cents

Speaking to the Emerging Markets: India

Daniel Alpert Aug 22, 2011

Asia Channel

India: Pegging Back

Anantha Nageswaran Aug 4, 2011

Last Days of Rome

Sick as a BRIC

Michael Moran Jul 15, 2011

Asia Channel

Capital Flows to Asia Revisited: Monetary Policy Options

Anoop Singh Jun 2, 2011

Geostrategy Channel

Pakistan’s Obsession

Marvin Zonis May 15, 2011

Geostrategy Channel

Not Pre-Ordained

Anantha Nageswaran May 12, 2011

Geostrategy Channel

Poverty Economics

Anantha Nageswaran May 2, 2011

Geostrategy Channel

Economic Freedom in the States of India

Ajay Shah Apr 7, 2011

Asia Channel

India-EU Free Trade Agreement: Rethinking Banking Services Liberalization

Kavaljit Singh Mar 24, 2011

Emerging Markets Channel

India - Roadmap for Growth: RGE's Arnab Das with Harsha Subramaniam

Arnab Das Mar 3, 2011

Geostrategy Channel

Problems in Trade Talks with EU

Kavaljit Singh Feb 18, 2011

Asia Channel

India-EU FTA: Grave Implications of Unrestrained Investments

Kavaljit Singh Feb 1, 2011

Asia Channel

Bark Sharper than the Bite

Anantha Nageswaran Jan 30, 2011

Geostrategy Channel

Turkmenistan-Afghanistan-Pakistan-India Gas Pipeline Gets Official Four-Way Go-Ahead

Robert M. Cutler Jan 24, 2011

Asia Channel

Can Asia Remain the World's Locomotive?

David Smith Jan 20, 2011

Geostrategy Channel

Taming the 'Wild West' of Microfinance

Kavaljit Singh Dec 28, 2010

Nouriel Roubini's Global EconoMonitor

Bloomberg Interview - Roubini Says India Growth May Beat China’s in 10 Years

Nouriel Roubini Dec 9, 2010

Geostrategy Channel

Seeing Inflation and Growth Through a 3D Prism

Mohammad Shahidul Islam Oct 7, 2010

RGE Analysts

RGE Wednesday Note: Too Soon to Call for Asian Decoupling

Arpitha Bykere Sep 22, 2010

Geostrategy Channel

BRIC Justice

Walter Molano Sep 1, 2010

Don't Shoot the Messenger

Is There a Global Economic Slowdown in the Works?

Edward Hugh Jul 14, 2010

Geostrategy Channel

Window of Opportunity for South Asia

Mohammad Shahidul Islam Jul 12, 2010

Asia Channel

Continuing the Momentum—Asia’s Updated Economic Outlook

Anoop Singh Jul 12, 2010

Asia Channel

Hours of Operation of Indian Retail Firms

Ajay Shah Jun 21, 2010

Geostrategy Channel

Microfinance: Profiting from Poor

Kavaljit Singh May 5, 2010

Asia Channel

Currency Futures: An Example of How India Changes

Ajay Shah Apr 22, 2010

Geostrategy Channel

The Aftermath of the Kyrgyz Revolution - The Lesser Players

John Daly Apr 15, 2010

Asia Channel

Asia in the New Decade

Mohammad Shahidul Islam Apr 12, 2010

Nouriel Roubini's Global EconoMonitor

Optimism over India, but Is It Sustainable?

Nouriel Roubini Apr 8, 2010

Geostrategy Channel

Where Is a Spectacular Implosion Most Likely?

Barry Ritholtz Apr 8, 2010

Nouriel Roubini's Global EconoMonitor

India, China, and V vs. U

Nouriel Roubini Apr 7, 2010

Nouriel Roubini's Global EconoMonitor

Roubini Discusses Exit Strategies and Growth in Emerging Markets

Nouriel Roubini Apr 2, 2010

Nouriel Roubini's Global EconoMonitor

To Catch China, India Needs Human and Physical Capital, Says Dr. Roubini

Nouriel Roubini Mar 31, 2010

Geostrategy Channel

India's Finance Minister Plays It Safe with 2010 Budget

Rajeev Mantri Mar 7, 2010

The Wilder View

Two BRICs: India vs. Brazil

Rebecca Wilder Jan 10, 2010

Geostrategy Channel

Consequences of Exposure to Violence

Ajay Shah Dec 16, 2009

The Wilder View

India: FDI and Saving are Key....

Rebecca Wilder Dec 8, 2009

Geostrategy Channel

Looking back at Indira Gandhi

Ajay Shah Nov 4, 2009

Geostrategy Channel

The Dragon in the Alphabet Soup

Rumi Malott Morales Oct 26, 2009

Asia Channel

Interpreting Recent Movements of the Rupee-Dollar Rate

Ajay Shah Oct 12, 2009

Asia Channel

The Remarkable Indian Automobile Industry

Ajay Shah Oct 7, 2009

Asia Channel

Currency Futures Liquidity ahead of the Forward Market?

Ajay Shah Sep 30, 2009

Asia Channel

The Scope of Central Bank Independence, and the Accountability Mechanisms that go with This

Ajay Shah Sep 16, 2009

RGE Analysts

Will India Get Back to 9% Growth?

Arpitha Bykere Sep 8, 2009

Asia Channel

Uncovering the Monetary Policy Rule in India

Nirvikar Singh Aug 31, 2009

Geostrategy Channel

Where is India in Internet adoption?

Ajay Shah Aug 24, 2009

Geostrategy Channel

Impressive Piece of Work

Ajay Shah Aug 12, 2009

Daily Digest

News

India Inflation Poses Dilemma for Central Bank

Wall Street Journal  May 14, 2012

News

India Inflation Unexpectedly Quickens, Curbing Rate-Cut Room

Bloomberg  Unni Krishnan May 14, 2012

News

Surprise jump in Indian inflation

Financial Times  James Fontanella-Khan May 14, 2012

News

RBI steps in to shore up rupee

The Hindu  K. T. Jagannathan May 11, 2012

News

RBI steps in to arrest rupee fall

livemint.com  Asit Ranjan Mishra and Anup Roy May 11, 2012

News

RBI takes measures to ease foreign currency flows

Reserve Bank of India  Jaya Mohanty May 11, 2012

News

Exchange Earner's Foreign Currency (EEFC) Account

Reserve Bank of India  Rashmi Fauzdar May 11, 2012

News

March IIP at -3.5% Vs 4.1% in Feb

Moneycontrol.com  May 11, 2012

News

IIP in March drops 3.5%: Experts' view

Economic Times  May 11, 2012

News

India Factory Output Unexpectedly Shrinks as Rupee Slides

Bloomberg  Kartik Goyal May 11, 2012

News

HSBC India Manufacturing PMI (April 2012)

HSBC/ Markit  May 11, 2012

News

QUICK ESTIMATES OF INDEX OF INDUSTRIAL PRODUCTION AND USE- BASED INDEX FOR THE MONTH OF MARCH, 2012

MINISTRY OF STATISTICS AND PROGRAMME IMPLEMENTATION CENTRAL STATISTICS OFFICE  May 11, 2012

News

Tehran Sets Trade Deals With India Amid Curbs .

Wall Street Journal  Debiprasad Nayak and Biman Mukherji May 09, 2012

News

Clinton warns India over Iranian oil

Financial Times  James Fontanella-Khan May 08, 2012

News

Nigeria, India Trade Relations Hit $16.4bn

This Day (Nigeria)  Yemi Akinsuyi May 03, 2012

News

Fall in Indian exports owing to slow demand

Financial Times  James Fontanella-Khan May 02, 2012

News

Indian Exports Shrank in March for First Time Since 2009

Bloomberg  Kartik Goyal May 02, 2012

News

India's exports fall for the first time since 2009

Reuters  Matthias Williams May 02, 2012

News

India’s Foreign Trade: March, 2012

Press Information Bureau  May 02, 2012

News

Five big facts about S&P’s India outlook

NDTV Profit  Apr 25, 2012

News

S&P's rating action timely warning: Pranab

Indian Express  Apr 25, 2012

News

India Investment Grade Rating at Risk as S&P Cuts Outlook

  Kartik Goyal and Unni Krishnan Apr 25, 2012

News

India allows FDI from Pakistan

Deccan Herald  Apr 18, 2012

News

India agrees to allow direct investment from Pakistan

DAWN  Jawed Naqvi Apr 18, 2012

News

India Cuts Key Rate for First Time Since 2009

Bloomberg  Kartik Goyal Apr 17, 2012

News

RBI Surprises With Repo Rate Cut, CRR Unchanged

BusinessWorld  Apr 17, 2012

News

RBI surprises market with 50 bps rate cut; CRR unchanged

Moneycontrol.com  Apr 17, 2012

News

Expert views on March inflation data

www.moneycontrol.com  Apr 16, 2012

News

India’s Inflation Slows Less Than Economists Estimates

Bloomberg BusinessWeek  Unni Krishnan Apr 16, 2012

News

March inflation at 6.89% versus 6.95% in February

Economic Times  Apr 16, 2012

News

India's Inflation Battle Isn't Won

Wall Street Journal  Harsh Joshi Apr 16, 2012

News

QUICK ESTIMATES OF INDEX OF INDUSTRIAL PRODUCTION AND USE- BASED INDEX FOR THE MONTH OF FEBRUARY, 2012

MINISTRY OF STATISTICS AND PROGRAMME IMPLEMENTATION CENTRAL STATISTICS OFFICE  Apr 12, 2012

Analysis

HSBC India Manufacturing PMI (March 2012)

Markit Economics  Leif Eskesen and Sarah Bingham Apr 02, 2012

News

Expert views on Feb industrial output data

Reuters  Apr 12, 2012

Blogs

India production: up, down, changed

Financial Times  Neil Munshi Apr 12, 2012

News

South Africa: Insight and Strategy - EM10 and Africa: Currencies spearhead BRICS multi-polar agenda

Standard Bank  Jeremy Stevens and Simon Freemantle Apr 11, 2012

Blogs

India and Africa: Towards Greater Cooperation and Growth

Africa at LSE  Raj Verma Apr 11, 2012

Analysis

Asian Development Outlook 2012: Confronting Rising Inequality in Asia

Asian Development Bank  Apr 11, 2012

Opinions

BRICS Alliance Looking for Cement

YaleGlobal  Ashok Malik Apr 02, 2012

Blogs

China & India: reading the PMI runes

FT - beyondbrics  Neil Munshi Apr 02, 2012

News

February exports up 4.3 pct y/y to $24.6 bln

Reuters  Apr 02, 2012

News

India’s Foreign Trade: February, 2012

MINISTRY OF COMMERCE & INDUSTRY  Apr 02, 2012

Research

Goodwill and Hard Bargains: The DRC, China and India - SAIIA Occasional Paper No 114

South African Institute of International Affairs  Gregory Mthembu-Salter March 2012

News

BRICS Group Eyes Joint Development Bank

Caijing  Mar 29, 2012

Blogs

The BRICS India Summit: Beyond Bricolage?

Council on Foreign Relations  Stewart M. Patrick Mar 28, 2012

News

Exclusive: Brazil to rally BRICS against rich countries

Reuters  Brian Winter Mar 28, 2012

Analysis

Change in Growth Mix Inevitable

Morgan Stanley Global Economic Forum  Chetan Ahya, Derrick Kam and Jenny Zheng Mar 27, 2012

Analysis

India budget: still optimistic

DBS Group Research  Mar 19, 2012

News

Budget: Santa Claus comes to town

The Financial Times  Neil Munshi Mar 16, 2012

Opinions

Views | Budget lacks a sense of urgency

Live Mint  V Anantha Nageswaran Mar 16, 2012

News

Govt to make full provision of food subsidy from 2012-13

Business Standard  Mar 16, 2012

News

Experts see Budget as populist and modest

Business Standard  Mar 16, 2012

News

Budget 2012-13: Analysts' take

The Economic Times  Mar 16, 2012

News

Opposition calls budget ‘anti-people’

Live Mint  Liz Mathew Mar 16, 2012

News

Govt sets modest deficit reduction target

Live Mint  Mar 16, 2012

News

Union Budget 2012-13: Highlights

The Financial Express  Mar 16, 2012

Analysis

Economics Markets Strategy - Q2 2012

DBS  Mar 15, 2012

News

RBI resists pressure and holds rates

The Financial Times  James Lamont Mar 15, 2012

News

Economic Survey sees eco growth @7.6%

The Financial Express  Mar 15, 2012

News

India Inc unhappy over RBI move

The Financial Express  Mar 15, 2012

News

Economic Survey: Inflation to moderate

The Financial Express  Mar 15, 2012

Opinions

Why this will be a reform Budget

The Financial Express  Surjit S. Bhalla Mar 15, 2012

News

'RBI is not dovish as expected, it cautioned on inflation'

Business Standard  Mar 15, 2012

News

RBI holds rates, flags inflation risks

Business Standard  Mar 15, 2012

Analysis

Mid-Quarter Monetary Policy Review: March 2012

Reserve Bank of India  Alpana Killawala Mar 15, 2012

News

Inflation picks up, muddling rate cut picture

Reuters  Rajesh Kumar Singh Mar 14, 2012

Analysis

Analysts' take on February India inflation data

The Economic Times  Mar 14, 2012

News

India Inflation Rises, Crimping Scope for Interest-Rate Cut

Bloomberg BusinessWeek  Mar 14, 2012

News

Zimbabwe: India Boosts Local Diamond Industry

The Herald (Zimbabwe)  Golden Sibanda Mar 13, 2012

News

India to boost science collaboration with Africa

Science and Development Network (SciDev Net)  T. V. Padma and Ochieng' Ogodo Mar 09, 2012

News

There's definitely room for a 50-bp policy rate cut: Pratip Chaudhuri

Business Standard  Abhijit Lele Mar 12, 2012