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12th Aug 2024 18:01Emerging AsiaDaily Monitor

  • The July collapse in inflation in India below the key 4.0% mark, alone, won’t matter to RBI policy.
  • A tepid bounce in August, however, with vegetable prices now correcting, would support calls for a cut.
  • We also think that this month’s Q2 GDP will disappoint heavily; our final forecast is 6.0%

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Keywords for: 14 August 2024 Emerging Asia Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence