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RAHUL BAJORIA
RBI MPC: Iran war puts Malhotra & Co in razor-edge policy bind over inflation, growth and rupeeThe Reserve Bank of India faces a difficult interest-rate decision this week as rising oil prices from the Iran conflict, a record-low rupe...- Rupee to hit 99, fiscal deficit at 5%: Rahul Bajoria sees deeper pain ahead for IndiaIndia's economy faces ongoing challenges. Inflation is embedded, impacting prices and financing. The fiscal deficit is projected to widen. ...
- India's April consumer inflation likely rose to 3.8% as higher fuel costs weigh: Reuters pollIndia’s retail inflation likely rose to 3.8% in April from 3.4% in March as higher fuel and LPG costs linked to the US-Iran conflict starte...
- Asia heat waves spell double trouble for economies hit by oilAsia faces a new inflation threat from El Niño as rising temperatures and dry weather are all set to increase food costs. This comes on top...
- India’s rupee defence faces tough test as capital flows stallIndia’s rupee faces sustained pressure as weak capital inflows and elevated oil prices strain the balance of payments. Despite RBI interven...
- Rupee at risk? BOP pressure, oil shock and capital flows hold the key, says Rahul BajoriaThe Indian rupee faces potential weakening to 94 against the US dollar by mid-2026 due to rising oil prices and a widening current account ...
- India-US trade deal boosts economic outlook: GDP growth could hit 7%: Rahul BajoriaIndia's economy is set for a major boost. A new trade deal with the United States will lower tariffs significantly. This makes India more c...
- Why is BofA more bullish on India for FY26–FY27? Rahul Bajoria answersIndia’s GDP growth outlook for FY26 and FY27 is improving, supported by strong post-GST data, resilient consumption, public capex recovery ...
- India’s macros show resilience: Rahul Bajoria sees green shoots amid tariff fearsDespite global uncertainty, India's economy shows resilience. Rahul Bajoria notes strong domestic indicators like good monsoons and improve...
- What will drive CPI lower in FY26? Rahul Bajoria explainsBofA's Rahul Bajoria anticipates India's headline inflation around 3%, with core inflation exceeding it at 4.2%. Improved supply and stable...
- Improving macros will fuel markets in 2016; rupee likely to remain top EM currency pick: Rahul Bajoria, Barclays"We have seen more domestic participation on the equity and the debt market fronts. We think this particular trend is likely to strengthen ...
- PBOC move to weaken yuan a surprise for markets; expect more rate cuts: Rahul Bajoria, Barclays"Activity numbers are generally expected to a be bit muted. So all in all, we can expect more easing on the policy side from the central ba...
- Returns this year may be much higher, led by public investment in H1: Rahul Bajoria, Barclays"With the government’s fiscal position in a much better shape, there is a lot of room for intervention if things get too bad."
- India stands out among other EMs; oil price decline a positive: Rahul Bajoria, BarclaysWe are also seeing some signs of production not being cut at the pace you would normally expect it to at these pricing points.
- Expect RBI to hold on rates in Feb 3 meet: Rahul Bajoria, BarclaysBeyond the budget and the next couple of inflation trends, we cannot really discount the risk of another intermeeting cut before the April ...
- Expect RBI to start cutting rates from next year onwards: Rahul Bajoria, Barclays'We are expecting 50 basis points of cuts in the first two policy meetings and beyond that, the risk is that the RBI does a bit more.'
- Macros will be challenging for Indian Govt in 2014: Rahul Bajoria, Barclays'Till the time the strong data continues, there will probably be a fairly decent momentum in asset prices.'
- Expect rupee to be in the range of 61-63 over 6-12 months: Rahul Bajoria, Barclays"Equity markets are where the sentiment is going to be the most robust in the next three to six months."
- Expect food security to be a problem from next fiscal year: Rahul Bajoria, Barclays Capital'There is obviously a global element at play...However, in terms of performance, INR is one of the worst performers,' says Rahul Bajoria, B...
- 2011, expect equities to outperform fixed income mkts in Asia: Barclays CapitalET Now talks to Rahul Bajoria, Economist, Barclays Capital to get a global perspective of how Asian markets look poised for 2011.
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