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Monetary policy has an inflation dilemma

Faced with low core inflation and high food inflation, RBI will likely tilt towards a longer disinflationary stance, to achieve the 4% CPI rate

Samiran Chakraborty

Building the backdrop for lower interest rates

Focus on fiscal consolidation, moderate capex push and eschewed pre-election populism define the interim budget

Samiran Chakraborty

Is there more room for competitive populism?

Higher than expected tax revenues provide a cushion for the government. However, concerns remain about the medium-term fiscal deficit

Samiran Chakraborty