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We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations...
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Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the...
The Reserve Bank of India (RBI) has played a key role in leading India’s pandemic policy response. While elevated inflation has taken rate cuts...
States are starting to relax lockdown measures as the second wave of Covid infections is showing signs of plateauing. As a result, national...
India’s new lockdown strategy, which is being led by states, seems to be working. The sustained decline in the daily coronavirus cases at a...
As we feared, the second coronavirus wave is playing havoc with India’s health system and more states have adopted stricter measures to contain...
The rapidly swelling second wave has taken a big toll on the country’s health infrastructure. The health system has collapsed in the worst hit...
The coronavirus resurgence in India is raising concerns that the recovery could be derailed. With state governments reluctant to reintroduce...
The heady cocktail of stronger global recovery prospects, surging prices for crude oil and other commodities, supply-side disruptions, and rising...
Expectations of a supportive macro policy environment have underpinned our positive 2021 outlook for India for some time. Despite the impressive...
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