INDRANIL SEN GUPTA
GDP growth to be back at 6-7% by Sept: Indranil Sen Gupta, BofA Securities
There is a worry that credit demand is weaker than before, says Indranil Sen Gupta.
FY20 fiscal deficit would easily slip to 3.8%: Indranil Sen Gupta
Indranil Sen Gupta, India Economist, BofA-ML, says the possibility of the g...
Monetary policy can't solve structural problems, it can only address cyclical shocks: Viral Acharya
Financial stability is a pre-requisite for money policy to get transmitted to real economy, he said.
Time for a rethink on monetary policy: Has inflation targeting failed?
CPI climbing to a 64-month high has brought back the question: is monetary policy suited to tackle inflation?
Contrarian economist sees 35 basis-point rate cut
Gupta sees inflation reaching 3.3 per cent in May -- well within the RBI’s target range.
Dwindling forex pile may limit India's rupee defence: BofAML
From a record $426 billion in mid-April, reserves have fallen by $32 billion till October.
Higher oil prices will widen CAD, RBI may issue NRI bonds: BofA-ML
Oil strategists from BofA have raised their Brent crude forecasts to $71.8 per barrel in FY19.
Retaining the incremental CRR and cutting rates defeats the purpose: Indranil Sen Gupta, BofA-ML
We have cut down FY18 forecast because clearly there is an adverse wealth effect which is hurting demand in first half, says BofA-ML India chief economist.
Inflation targeting: Surge in prices of onion & sugar has brought back bad memories
A surge in prices of onion and sugar has brought back the bad memories of farm economy roiling the rest.
Lending rates set to fall as liquidity improves
Strong signals are emerging in the bond market that rates of interest on home, car and consumer durable loans are likely to fall soon.
Expect 50 bps rate cut by RBI between April & June: Indranil Sen Gupta, BofAML
We think that we are on a slow recovery to 6% level growth next year -- 6.3 is our number.
See no pick-up in growth till lending rates come down: Indranil Sen Gupta, BofAML
"IIP number had a boost because of base effects in the last few months. But that has now gone. So, they have gone back to their usual range."
Rains will be key to RBI's August 4 rate cut, says BofA-ML
The possibility of a rate cut by RBI in its August 4 policy meet is "fading", unless rains resume "convincingly" next week, a BofA-ML report says.
Fed rate hike, earnings, Bihar polls to drive Indian markets: BofA
Moreover, even if the Fed delays, the RBI is unlikely to wait until December as deflationary pressures are picking pace, the report added.
Forex cushion makes rupee more resilient to global shocks
The country’s foreign exchange reserves now stand at $354.5 billion, making India one of the top nine holders of forex reserves in the world.
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