Asia 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 faces sustained pressure as weak capital inflows and elevated oil prices strain the balance of payments. Despite RBI interven...

The 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'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...

India’s GDP growth outlook for FY26 and FY27 is improving, supported by strong post-GST data, resilient consumption, public capex recovery ...

Despite global uncertainty, India's economy shows resilience. Rahul Bajoria notes strong domestic indicators like good monsoons and improve...

BofA's Rahul Bajoria anticipates India's headline inflation around 3%, with core inflation exceeding it at 4.2%. Improved supply and stable...

"We have seen more domestic participation on the equity and the debt market fronts. We think this particular trend is likely to strengthen ...

"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...

"With the government’s fiscal position in a much better shape, there is a lot of room for intervention if things get too bad."

We are also seeing some signs of production not being cut at the pace you would normally expect it to at these pricing points.

Beyond the budget and the next couple of inflation trends, we cannot really discount the risk of another intermeeting cut before the April ...

'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.'

'Till the time the strong data continues, there will probably be a fairly decent momentum in asset prices.'

"Equity markets are where the sentiment is going to be the most robust in the next three to six months."

'There is obviously a global element at play...However, in terms of performance, INR is one of the worst performers,' says Rahul Bajoria, B...

ET Now talks to Rahul Bajoria, Economist, Barclays Capital to get a global perspective of how Asian markets look poised for 2011.