Notes from Vijay Gaba's Diary

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Showing posts with label Indian Economy. Show all posts
Showing posts with label Indian Economy. Show all posts
Wednesday, July 30, 2025

Elephant not in a mood to dance

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The current results season (1QFY26) has been rather underwhelming so far. The market expectations for this quarter were already muted. The c...
Wednesday, June 11, 2025

The Indian economy – disconnect in growth statistics

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  While the 7.4% GDP growth number for 4QFY25, and claims of continuing strong growth momentum in April 2025 are encouraging, the RBI assess...
Tuesday, June 3, 2025

The state of the Indian economy

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The National Statistical Office (NSO) released provisional estimates (PE) of the annual growth statistics for the Indian economy, last Frida...
Wednesday, March 5, 2025

Growth normalizing in a lower orbit

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As per the latest national accounts data released last week, the economic growth of India appears to be normalizing in 6.5% +/- 0.3% band. O...
Tuesday, December 3, 2024

Growth slowdown may be structural

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India’s real GDP grew by 5.4% yoy during 2QFY25 (July-Sep); the slowest growth rate recorded since 3QFY23. The Reserve Bank of India had for...
Wednesday, September 25, 2024

State of the economy

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The Reserve Bank of India (RBI) has issued its latest assessment of the state of the economy . The paper notes the marked slowdown in the gl...
Tuesday, January 9, 2024

USD five trillion in 2029

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Last week the National Statistical Office (NSO) released its first advance estimates (FAE) of the national income for the current financial ...
Friday, October 20, 2023

Some notable research snippets of the week

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WPI in Contraction for the Sixth Month; core inflation higher (Centrum) WPI inflation witnessed a yet another contraction in the month of ...