"RBI had thrown up a big surprise cut the last time. Nobody in the market was forecasting that kind of a move by the RBI. "

I do not think that the Fed will give us any clarity as to whether that rate hike could come in September or in December, said Neeraj Gambh...

Markets have had a lot of time to digest it and this story has evolved considerably over a period of time, says Neeraj Gambhir.

The rupee is certainly a little over valued and it is in many ways getting reflected in the way the Reserve Bank has been intervening in th...

'I hope that outcome of these state elections has not impacted the thinking of the Finance Minister as far as the fiscal deficit discipline...

'The sharp increase in the overnight interest rates and the resultant spike in the yields were being used to address the pressure on the cu...

'This RBI policy brings back the inflation fighting credentials of the central bank, which will prove positive for the economy'

We have domestic GDP data to watch out for towards the end of this month and that should tell us as to how strong or weak the economic grow...

'The right course of action is for the currency to adjust itself,' says Neeraj Gambhir, Nomura Capital India Pvt

"This is a very classical currency defence which basically is designed to make the cost of holding dollars very expensive. "

"I do not see at this point in time Reserve Bank spending too much of ammunition to control the depreciation."

"I do not think we can account for a significantly higher level of growth compared to last year. Maybe, we could go back towards 5.5% at th...

There could be some retracements between Feb middle to March end. We will see lower levels in the middle of Feb rather than the end of the ...

The chances of any rate cut are becoming lesser with this kind of inflation, which is higher than expectations.

It does look like so that liquidity picture once it tightens we will see the overnight rate taking up a little bit more from here: Neeraj G...

A lot of the fundamental factors which were driving the currency down have corrected, or are currently in the process of getting corrected,...

Global markets, commodities & capital flows are the factors which will decide how much more rupee will appreciate, says Neeraj Gambhir of N...