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Quote on US Election by Anitha Rangan, Economist, Equirus Below the Quote on US Election by Anitha Rangan, Economist, Equirus   "The early results suggest that Donald Trump is leading the race (95-35), although any winning candidate would need at least 270 seats to call it a day. Going by the early results DT’s victory could likely result in more spending in the US, which could translate into inflation remaining somewhat elevated. At the same time, it would also mean stronger dollar but more trade barriers. However more than wh...
Quote on US Election by Anitha Rangan, Economist, Equirus
Quote on US Election by Anitha Rangan, Economist, Equirus
Source: PR Agency
2024-11-06 11:09:52 am
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus Below the Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus   "As a first step towards getting closer to rate accommodation, RBI changes its stance to “neutral” from withdrawal of accommodation. The policy is however unchanged at 6.5%. Nevertheless, the vote was 5-1 for keeping policy unchanged.  RBI noted that current and estimated dynamics of growth-inflation balance is driving the change in stance. Within this RBI&rs...
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Source: PR Agency
2024-10-09 11:36:47 am
Reaction on US Fed rate cut announcement by Anitha Rangan, Economist at Equirus Below the Reaction on US Fed rate cut announcement by Anitha Rangan, Economist at Equirus   "While the debate on whether the move will be 25 or 50 bp has been answered, the move itself has left more questions than answers. The first being, if the economy is so strong (as Powell reiterated multiple times, why was there a need for 50 bp. May be to compensate for the cut they did not do in July. Nevertheless, Fed is also not in a rush (again as per Powell) – then why the ru...
Reaction on US Fed rate cut announcement by Anitha Rangan, Economist at Equirus
Reaction on US Fed rate cut announcement by Anitha Rangan, Economist at Equirus
Source: PR Agency
2024-09-20 04:45:41 pm
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus Below the Quote on Reaction  on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus   Status Quo for Seventh Time in a Row – Growth gives the elbow room for pause RBI in its 2nd monetary policy for FY25, maintained policy rate at 6.5% as expected and maintaining withdrawal of accommodation. The key takeaway is a) shift in voting pattern from 5-1 to 4-2 (Dr. Ashima Goyal and Prof. Jayant Varma) are likely the dissenters b) Upwards revision in growth for ...
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Reaction on today`s RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Source: PR Agency
2024-06-07 12:08:09 pm
Reaction on today's RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus Below the Reaction on today's RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus   As expected, RBI has maintained its pause on policy rates and keeping intact its withdrawal of accommodation. Alongside the growth and inflation estimates for FY25 have also been maintained at 7.0% and 4.5% respectively. Notably, this is despite stronger than expected advance estimates of GDP of 7.6% for FY24. The voting stance also remains unchanged at 5-1. Notably, RBI has a view...
Reaction on today's RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Reaction on today's RBI Monetary Policy by Ms. Anitha Rangan, Economist, Equirus
Source: Equirus
2024-04-05 11:05:53 am
Perspective on IIP CPI by Ms. Anitha Rangan, Economist, Equirus Below the Perspective on IIP CPI by Ms. Anitha Rangan, Economist, Equirus?A meaningful easing in CPI inflation to 5.02% though not broad based is comforting after the heightened two months of high single digits. Notably, the thrust is from fuel and light, which is negative (government?s easing of LPG prices), and vegetables which eased to just 3.4% from the 26% levels of August. Edible oil also contributed to the decline. On the other side, cereals (11%), pulses (16%), spices (23%) maintain t...
Perspective on IIP CPI by Ms. Anitha Rangan, Economist, Equirus
Perspective on IIP CPI by Ms. Anitha Rangan, Economist, Equirus
Source: PR Agency
2023-10-13 09:24:58 am
RBI MPC reaction : FY 24 GDP growth rate remains unchanged at 6.5% by Ms. Anitha Rangan, Equirus Below the Quote on?RBI MPC reaction from industry leaders?Ms. Anitha Rangan, Economist, EquirusDespite global uncertainties which warrant a close monitoring, RBI chose to keep policy rate unchanged at 6.5% and maintaining its ?withdrawal of accommodation? stance. Surprisingly RBI has retained its inflation estimates for FY24 at 5.4% despite marginally increasing Q2 estimates to 6.4% (6.2%) and taking down Q3 to 5.6% (5.7%). FY 24 GDP growth rate remains unchanged at 6.5%. Notably RBI highligh...
RBI MPC reaction : FY 24 GDP growth rate remains unchanged at 6.5% by Ms. Anitha Rangan, Equirus
RBI MPC reaction : FY 24 GDP growth rate remains unchanged at 6.5% by Ms. Anitha Rangan, Equirus
Source: PR Agency
2023-10-06 12:23:17 pm