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SUVODEEP RAKSHIT
GST cut a near-term cushion, but tariff uncertainties and global risks keep India’s growth outlook delicately poised: Suvodeep RakshitGST rate cuts could cushion India’s economy against 50% US tariffs, supporting GDP by 0.3–0.5%. Consumption, income tax relief, and festive...
Average inflation for FY26 seen at 3.5%; urban consumption to pick up over next 2 quarters: Suvodeep RakshitKotak Institutional Equities' Chief Economist, Suvodeep Rakshit, anticipates headline inflation to remain between 3-3.5% for a prolonged pe...
New RBI Governor charts vision for inclusive financial growth: Suvodeep RakshitAnd I think that that is kind of a first step that he wanted to take. And it has come off well in the sense that it paints a broad picture ...
Q3 GDP growth at 4.4% as expected, indicates slowdown: Suvodeep Rakshit“The good part is that investment growth is quite decent and to that extent, we should be positive about the fact that the investments are ...
India's Q1 balance of payments surplus surprise an anomaly - economistsThe Reserve Bank of India data on Thursday showed the country's balance of payments came at a surplus of $4.6 billion for the quarter, comp...
Viewpoint: Analysts' take on India's trade deficit easing in August from record high"Though the August print marks a moderation from July's record trade deficit, the deficit remains at unsustainably high levels, and is like...
India’s budget target breach signals further blowout this yearThe government racked up a budget deficit of 4.6% of GDP in the fiscal year that ended in March.
Govt plus RBI measures needed to support borrowing for this year: Suvodeep Rakshit‘The base case scenario is an overall growth of around minus 2 per cent .’
India needs sector-focused demand stimulus, not income-tax cut: Suvodeep RakshitCredit channels through the banking sector or NBFCs have to clear up.
Divestments should not be targeted at domestic investors only: Suvodeep RakshitMarket conditions are transient, but for a long-term impact, this kind of vision plays out perfectly.
Kotak’s Suvodeep Rakshit on what is causing rupee appreciationRecent money flow is not due to VRR but because of other local and global factors, says Rakshit.
Rupee to range between 63-66.55 per dollar for FY18: Suvodeep Rakshit, Kotak Institutional EquitiesSuvodeep Rakshit, Economist, Kotak Institutional Equities says that CAD FY18 will be seen at $50 billion and balance of payment surplus at ...
Expect CPI to maintain trajectory despite temporary price rise in veggies: Suvodeep Rakshit, Kotak Institional EquitiesLet us hold on for few more weeks before sounding the alarm bells
In comparison with other DMs and EMs, India a safer bet: Suvodeep Rakshit, Kotak Institutional EquitiesWhether the bond party is over or not, we will know in time but most of the gains in the bond market is over, says Rakshit.
IIP growth expected to see some uptick in January: KotakIndustrial production contracted to a four-month low of 0.4 per cent in December, largely due to decline in production of capital goods and...
IIP growth expected to see some uptick in January, says a Kotak reportThe report said the situation is likely to have improved since demonetisation and IIP growth should see some uptick in January.
CPI could go up in Oct but will fall in Nov-Dec: Suvodeep Rakshit, Kotak Institutional Equities“Inflation continues to be on the lower side which again translates into some space for the RBI to cut rates possibly in February rather th...
Government capex less than last year: Suvodeep Rakshit, Kotak Institutional Equities“The delta from the Seventh Pay Commission might not be huge, definitely not comparable to the Sixth Pay Commission. So one shouldn’t expec...
We will be okay with crude price reaching $60: Suvodeep Rakshit, Kotak Institutional EquitiesIn case we are going to exceed that $50 mark and closer to a $60, ramifications in the form of excise duty manipulation will come in
Is the economy really growing? Five things that can derail India's growthFrom 7.4 per cent to 7.75 per cent, India’s GDP growth is likely to be flat this financial year, said Suvodeep Rakshit, Economist at Kotak ...