Economy

Pakistan's current account deficit widened in December, to US$391mn from US$283mn in November. A key risk for the current account that we have previously highlighted is the potential... 2010-02-04

BMI View: India's central bank governor Duvvuri Subbarao has indicated there may be a slight increase in government borrowings in Fiscal Year 2010/11 (April-March) owing to upcoming... 2010-02-04

We maintain our 5.5% real GDP growth forecast for FY2009/10 (July-June) as the export-focused manufacturing sector has lost steam and agricultural growth is depressed by a high... 2010-02-03

We have revised up our real GDP growth forecast for 2010 from 4.4% to 5.4% after an estimated 3.3% economic expansion in 2009 on the back of expectations of higher government and... 2010-02-03

We maintain our 5.5% real GDP growth forecast for FY2009/10 (July-June) as the export-focused manufacturing sector loses steam and agricultural growth is depressed by a high base.... 2010-01-06

We have revised up our real GDP growth forecast for 2010 from 4.4% to 5.4% after an estimated 3.3% economic expansion in 2009 on the back of expectations of higher government and... 2010-01-06

Growing inflationary pressures will force the Reserve Bank of India (RBI) to tighten its repo rate in early 2010 - possibly as early as January. Consumer price inflation (for industrial... 2010-01-05

Macroeconomic forecast.

Pakistan's consumer price inflation (CPI) fell in October to 8.9% y-o-y from 10.1% in the previous month.

We are expecting real GDP growth in 2009 to come in at 3.3% after a 1.8% y-o-y expansion in H109. However, we maintain a below-consensus 4.4% real GDP growth forecast for 2010, believing... 2009-11-26