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MacroSutra

India wants rupee to go global, but low appetite for the currency & rise of Chinese Yuan obstacles

Radhika Pandey - 21 July, 2023

Not just tomatoes. Pulses, cereals & spices behind India’s food inflation — 3.35% in May to 4.7% in June

With banking sector upbeat & fresh pvt investments emerging, India’s economy is getting back on track

Heatwave & heavy rainfall or typical annual spike? What’s causing tomato prices to skyrocket

India-US trade ties deepening, but Modi may need to commit to easing protectionist policies

Radhika Pandey - 23 June, 2023

Both India & US will benefit from trade diversification initiatives and their common concerns about China’s coercive actions could further strengthen their economic and strategic relations.

Fiscal health check — how India’s 4 big poll-bound states stack up

Radhika Pandey - 16 June, 2023

Ahead of assembly polls in Rajasthan, MP, Telangana & Chhattisgarh, analysis of metrics like committed expenditures, additional spending, etc, reveals their fiscal strengths & weaknesses.

Inflation eased, but here’s why RBI’s unchanged policy repo rate is likely to stay for some time

Radhika Pandey - 9 June, 2023

While status quo on rates was expected, there was difference of opinion on stance, which was also left unchanged to focus on withdrawal of accommodation to ensure inflation aligns with 4% target.

Manufacturing revival, agriculture & construction expansion — what’s behind 7.2% GDP growth

Radhika Pandey - 2 June, 2023

Better-than-expected GDP growth in FY23 made possible by 6.1% jump in January-March quarter. Private consumption revival, sustained investment growth key to maintaining momentum.

Inflation may be easing, but near-future upside risks mean RBI should leave interest rates unchanged

Radhika Pandey - 26 May, 2023

Factors like unfavourable weather, uncertainty over oil prices, demand from China’s re-opening & intensification of geo-political conflicts could pose upside risks to inflation outlook.

US debt ceiling troubles could tarnish dollar’s image as safe currency, impact emerging economies

Radhika Pandey - 19 May, 2023

Central banks have been turning away from dollar, shifting to gold. Stalemate on debt ceiling in US could push countries like Japan, China to use their own currencies for foreign trade.

How hyperinflation, economic turmoil is pushing people to adopt crypto in several emerging economies

Radhika Pandey - 12 May, 2023

Such substitution from fiat currencies can make monetary policy less effective, pose threat to nations' financial stability. Policymakers must improve trust in banking systems, currencies.

Despite tepid core sector growth, new FY brings reasons to be optimistic about India’s economic revival

Radhika Pandey - 5 May, 2023

Though production of 8 core infrastructure sectors slowed to a 5-month low in March, other manufacturing and services indicators paint an optimistic picture of the economy.

Subdued earnings & rising interest cost burdens — what early bird Q4 corporate results are telling us

Radhika Pandey - 28 April, 2023

Apart from RBI rate hike, uncertainty in banking, insurance & financial services in North American markets have resulted in weak Q4. We look at 59 non-finance & non-oil companies.

Are Adani, Ambani & other biggies behind inflation across sectors? Metal segment shows this isn’t the case

Radhika Pandey - 21 April, 2023

A paper by ex RBI official says dominance of 'Top-5' firms lets them excessively raise prices, but analysis of metal sector shows it's down to raw material costs, global inflation, etc.

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MacroSutra

India wants rupee to go global, but low appetite for the currency & rise of Chinese Yuan obstacles

Not just tomatoes. Pulses, cereals & spices behind India’s food inflation — 3.35% in May to 4.7% in June

With banking sector upbeat & fresh pvt investments emerging, India’s economy is getting back on track

Heatwave & heavy rainfall or typical annual spike? What’s causing tomato prices to skyrocket

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