Emerging Europe Rapid Response US-Russia talks don’t signal near-term end to the war The decision by the US and Russia to “lay the groundwork” to end the war in Ukraine marks a potentially significant turning point after three years of conflict. Negotiations will take time and the... 18th February 2025 · 2 mins read
India Rapid Response India Consumer Prices (Jan. 2025) The sharp fall in Indian headline consumer price inflation in January reinforces our view that the RBI will continue to loosen monetary policy over the coming months to support the economy. 12th February 2025 · 2 mins read
India Rapid Response RBI Policy Announcement (Feb. 25) The Reserve Bank of India’s (RBI’s) decision to cut the repo rate by 25bps today to 6.25% confirms that, under new leadership, its priorities have tilted from containing inflation to providing more... 7th February 2025 · 2 mins read
India Rapid Response India Consumer Prices (Dec. 2024) The further moderation in Indian headline consumer price inflation in December supports our view that the monetary easing cycle will kick off at the RBI’s next policy meeting in February. 13th January 2025 · 2 mins read
India Rapid Response India Consumer Prices (Nov. 2024) The fall in headline consumer price inflation to back within the RBI's target range in November, along with the change of leadership at the central bank into a seemingly less hawkish direction, mean... 12th December 2024 · 2 mins read
India Rapid Response India’s government appoints new RBI governor India’s government has just appointed Revenue Secretary Sanjay Malhotra as the new governor of the Reserve Bank of India (RBI). He will replace the Shaktikanta Das following six years at the helm. The... 9th December 2024 · 2 mins read
India Rapid Response Reserve Bank of India Policy Announcement (Dec.) 6th December 2024 · 2 mins read
India Rapid Response India GDP (Q3 2024) GDP figures show the economy slowed sharply last quarter, and we expect economic activity to struggle over the coming quarters. That bolsters the case for policy loosening, but the recent jump in... 29th November 2024 · 2 mins read
India Rapid Response India Consumer Prices (Oct. 2024) Another bigger-than-expected jump in headline consumer price inflation last month will be enough to convince a majority of MPC members that conditions are not yet right to begin easing policy. We now... 12th November 2024 · 2 mins read
India Rapid Response India Consumer Prices (Sep. 2024) The jump in India’s headline CPI inflation in September was larger than had generally been expected including by the RBI, so it raises the chances of the central bank proceeding with more caution. But... 14th October 2024 · 2 mins read
India Rapid Response India Consumer Prices (Aug. 2024) The slight rise in India’s headline CPI inflation in August reinforces our view that the Reserve Bank will proceed with a bit of caution and keep rates unchanged in its next meeting in October. But it... 12th September 2024 · 2 mins read
India Rapid Response Growth slowing, but economy still strong GDP figures for Q2 show a sharper-than-expected slowdown in India’s economy. Looking ahead, we expect economic activity to moderate a bit further over the coming quarters. But the big picture is that... 30th August 2024 · 2 mins read
India Rapid Response India Consumer Prices (Jul. 2024) The drop in headline consumer price inflation to a one-year low in July should reassure the RBI that June’s surprise jump was a one-off and that the disinflationary trend remains intact. We therefore... 12th August 2024 · 2 mins read
India Rapid Response RBI Policy Announcement (Aug. 2024) The recent market turmoil didn’t move the needle for the MPC today: it continued to strike a hawkish tone as the majority of members voted to keep the repo rate unchanged at 6.50%. But with inflation... 8th August 2024 · 2 mins read
India Rapid Response India Consumer Prices (Jun. 2024) The surprise jump in headline consumer price inflation last month will be enough to convince any MPC members who may have been leaning toward rate cuts at the August policy meeting that conditions are... 12th July 2024 · 2 mins read
