India Data Response Manufacturing PMI (Dec.) The slump in India’s manufacturing PMI reading in December highlights that, despite the recent strength of the hard activity data, local manufacturers continue to face significant structural headwinds... 4th January 2016 · 1 min read
India Data Response Consumer Prices (Nov.) The rise in Indian consumer price inflation in November doesn’t put the RBI’s inflation target for January 2016 under threat, but it does highlight that the central bank cannot be certain of meeting... 14th December 2015 · 1 min read
India Data Response Wholesale Prices (Nov.) Wholesale price inflation picked up in November and, looking ahead, we think that it will rise further over the coming months and return to positive territory by Q1 2016. 14th December 2015 · 1 min read
India Data Response Industrial Production (Oct.) India’s industrial sector performed well in October and favourable cyclical factors should help to sustain healthier growth in coming months. But structural headwinds are likely to hold back local... 11th December 2015 · 1 min read
India Data Response Manufacturing PMI (Nov.) The fall in India’s manufacturing PMI reading in November highlights that, despite recent signs of a recovery in the hard activity data, local industry continues to face significant headwinds. 1st December 2015 · 1 min read
India Data Response GDP (Q3) GDP figures for Q3 suggest that India was the world's fastest-growing major economy last quarter. But the official data remain inconsistent with numerous other indicators which suggest the economy is... 30th November 2015 · 1 min read
India Data Response Wholesale Prices (Oct.) Wholesale price inflation picked up in October and, looking ahead, we think that it will rise further over the coming months as the base effects that have helped to keep down food and fuel inflation... 16th November 2015 · 1 min read
India Data Response Consumer Prices (Oct.) & Industrial Production (Sep.) The increase in India’s consumer price inflation in October doesn’t put the RBI’s inflation target for January 2016 under threat, but it underlines that policymakers cannot be certain that they will... 12th November 2015 · 1 min read
India Data Response Manufacturing PMI (Oct.) The fall in India’s manufacturing PMI reading in October highlights that, despite recent signs of a recovery in the hard activity data, local industry continues to face significant headwinds. 2nd November 2015 · 1 min read
India Data Response Wholesale Prices (Sep.) Wholesale price inflation rose in September after falling a record low in August. Looking ahead, we think that WPI inflation will accelerate further over the coming months as the favourable base... 14th October 2015 · 1 min read
India Data Response Consumer Prices (Sep.) & Industrial Production (Aug.) Indian consumer price inflation rose in September. Looking ahead, while theRBI’s inflation target for January 2016 isn’t under threat, meeting the medium term target will be difficult. Given this, we... 12th October 2015 · 1 min read
India Data Response Manufacturing PMI (Sep.) The fall in India’s manufacturing PMI reading in September highlights the fact that, despite recent signs of a recovery in activity, local industry continues to face significant headwinds. 1st October 2015 · 1 min read
India Data Response Consumer Prices (Aug.) The weakness of consumer price inflation in August should be the clinching factor in determining whether or not the Reserve Bank cuts interest rates at its meeting later this month. 14th September 2015 · 1 min read
India Data Response Wholesale Prices (Aug.) Wholesale price inflation dropped sharply in August to its lowest rate since the series began. The WPI rate may not have as much of a bearing on policymaking as the CPI rate, but the fact that it has... 14th September 2015 · 1 min read
India Data Response Industrial Production (Jul.) India’s industrial production outperformed most expectations in July but there remainsignificant headwinds to a sustained recovery. 11th September 2015 · 1 min read
India Data Response Manufacturing PMI (Aug.) India’s manufacturing PMI edged down in August, highlighting that conditions are still subdued by past standards. Looking ahead, with progress on creating a favourable business environment remaining... 1st September 2015 · 1 min read