Economy

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

Price pressures started to dim in October, despite the continued rise in year-on-year measures. Wholesale price inflation - India's benchmark price reading - actually fell 0.5% m-o-m... 2009-11-26

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.... 2009-11-26

The key risk facing Pakistan's real GDP growth outlook, in our view, is a downturn in domestic demand caused by the escalation in violent unrest. Against a backdrop of weak global... 2009-10-29

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.... 2009-10-29

The Indian rupee made significant gains in November, strengthening from INR48.74/US$ on September 7 to INR47.01/US$ on October 26. This movement is in line with our market call that... 2009-10-29

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.... 2009-10-28