The rupee is still weakening against the US dollar, but at its slowest pace in history over the past two years.
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The RBI does not cut repo rates yet again. But is its calculus starting to change? Or are the risks of a rate cut simply too big to ignore?
The RBI is in a fix. Too much capital is flowing into India. And it turns out, you can have too much of a good thing – money included.
As part of our research, we recently analyzed India’s positioning among emerging market economies, a topic that continues to gain significant attention. In this blog, I will share insights from our analysis, comparing India to other key players such as Taiwan, Indonesia, Philippines, Brazil, Korea, Mexico, China, South Africa, Thailand, and Malaysia. We looked […]
People are using RuPay less often, but they’re spending much more. Food prices climb further, running up our inflation. And other stories.
If inflation rises, the RBI hikes interest rates. If it goes down, the RBI does nothing. Why? For that, you need to know the RBI’s real job.
We misunderstood 10 years of market behaviour. Valuations make no sense. Gold prices are absurd. China’s stuck. It’s an upside-down world!
In the final instalment of our China series, we trace the journey of the country’s real estate industry – from its heady rise to its sudden crash – and how China is trying to emerge from the ashes.
This week, we turn to the single defining characteristic of the Chinese economy in the eyes of the world – its status as the factory of the world. We’ll see why exports are no longer the engine for GDP growth they once were, and ask whether China’s own domestic markets could be its answer.
All is not well with China’s economy. Its problems come from the very strategies that brought it 40 years of growth. In our first post on China, we examine its addiction to investment-led growth.
