India
India’s inflation and production numbers remain subdued
Further rate cuts are to be expected.
RBI refrains from lowering rates amid quiet disinflationary trend
And lack of material changes in the fiscal outlook.
Risks of a front-loaded rate cut loom amid India’s easing inflation
And more central banks jumping the easing bandwagon.
Inflation expectations see sharpest decline in 6 years
Amid the plunge in crude oil prices.
Indian markets stumble on external triggers
The main benchmark SENSEX is down 3%.
Indian stock markets down 5%
Investment and production cycle are slow to turn around.
India’s Nov CPI inflation eases as one-off factors drag production
Gradual disinflation is underway.
Gradual recovery underway for India’s economy
With a structural boost over the next two or three years.
First time in 4 years: India’s deposits outpace credit growth
Amid wary banking system and subdued demand conditions.
India deregulates diesel prices, increases natural gas prices
Effectively eliminating subsidies.
India’s industrial production disappoints with 0.4% YoY
Capital goods output was a factor.
Expect India's CPI readings to swing significantly near-term
Inflation could have a volatile trend, meanwhile.
India dead set on reviving its manufacturing sector
Hopefully 'Make in India' campaign does the trick.
India's July industrial output eases 3.4% MoM
The slowdown is payback for previous rise.
Why baby steps in India reforms are the prudent things to do
And there's been progress on most fronts.
Will Indonesia central bank focus on the easing GDP growth momentum?
Consumption growth in the country remains resilient.