Asia Economics Weekly India set to lift rates again later this month India data released last week showed industrial production growth slowed sharply in late 2010 while the annual gain in wholesale prices picked up. The Reserve Bank (RBI) will respond to the latter by... 17th January 2011 · 1 min read
Asia Economics Update India's monetary policy tightening to resume soon India’s Reserve Bank (RBI) kept its repo rate unchanged today at 6.25%, as was widely expected. Nevertheless, the monetary policy tightening is not over. The upswing will stay strong in coming... 16th December 2010 · 1 min read
Asia Economics Weekly India's Reserve Bank to pause, not stop The Reserve Bank (RBI) will probably keep the repo rate unchanged at 6.25% on Thursday, while the cash reserve ratio will almost certainly be held steady at 6.0% given ongoing tight liquidity... 13th December 2010 · 1 min read
Asia Economics Update Should we worry about India's widening external deficit? The current account shortfall in India has climbed quickly to the equivalent of almost 4% of GDP while the composition of foreign financing has deteriorated. Nevertheless, we judge that this should... 6th December 2010 · 1 min read
Asia Economic Outlook Asia's slowdown to bottom soon (Q4 10) The post-recession rebound in most of Latin America is showing signs of slowing but growth is likely to remain fairly strong over the coming quarters. We still expect the region to expand by around 4... 1st December 2010 · 1 min read
Asia Economics Update India's upswing will stay in good shape Q3 GDP data in India, published today, showed that the economy continued to expand at a rapid pace. The upswing will probably stay strong and slowing inflation will remain the top policy priority. We... 30th November 2010 · 1 min read
Asia Economics Weekly India's upswing to stay in good shape This week’s Q3 GDP data in India will probably show that growth slowed in y/y terms to 8.6%. Nevertheless, our estimate of the GDP trend in q/q seasonally-adjusted terms suggests that growth... 29th November 2010 · 1 min read
Asia Economics Update India's upswing set to stay strong Industrial output growth slowed sharply in September while the annual gain in wholesale prices eased a little in October. The Reserve Bank (RBI) has already made it clear that policy rates will almost... 15th November 2010 · 1 min read
Asia Economics Update India's tightening cycle is just about finished The Reserve Bank of India (RBI), as expected, today lifted both the repo rate and reverse repo rate by 25bp. However, inflation will probably slow soon and the RBI is increasingly concerned about high... 2nd November 2010 · 1 min read
Asia Economics Weekly India's tightening cycle looks nearly over The Reserve Bank of India (RBI) will probably lift its two policy rates by another 25bp this week. Inflation remains too high while the economic upswing, although losing some momentum, is likely to... 1st November 2010 · 1 min read
Asia Economics Update Tightening cycle in India nearly over Inflation data published today in India showed that price pressures are still high while the recent weakness in the industrial production figures is probably overstated. We expect that the Reserve... 15th October 2010 · 1 min read
Asia Economics Update Can high growth in India survive the state sector problems? India got there just in time and yesterday’s opening ceremony for the Commonwealth Games proved to be a big success. Nevertheless, the poor preparation for the Games does highlight the growing... 4th October 2010 · 1 min read
Asia Economics Update Asia's industrial slowdown to level out soon Manufacturing PMIs for emerging Asia and Australia declined further in September. Factory output across the region will continue to adjust as the global upswing stays on a weak track. Nevertheless... 1st October 2010 · 1 min read
Asia Economic Outlook Asia is re-balancing and will continue to lead (Q3 10) The global upswing is now regaining some traction and the threat of renewed financial crisis has diminished. However, the world recovery will stay weak and vulnerable to other risks such as deflation... 23rd September 2010 · 1 min read
Asia Economics Weekly Indian rupee on a roll which will likely continue India’s currency has climbed sharply against the US dollar since the beginning of September, and the appreciation will probably continue. Capital inflows are likely to stay strong as investors... 20th September 2010 · 1 min read
Asia Economics Update India's Reserve Bank set to tighten further The Reserve Bank of India (RBI) today raised the repo rate by 25bp, which was in line with expectations. It lifted the reverse repo rate by 50bp as well, which surprised the consensus but matched our... 16th September 2010 · 1 min read
