BUSINESS
GDP data points towards weak growth patches ahead
Even as recovery in domestic economic activity is yet to be broad-based, protracted global drags in the form of still-elevated prices, shrinking corporate profitability, demand-curbing monetary policies and diminishing global growth prospects weigh on output
BUSINESS
A global recession is necessary to pull back inflation. How should you invest then?
The new global regime needs a new investing approach, now that a multi-decade period of stable growth and inflation is over. The conventional playbook of “buy the dip” or “time rallies” that worked during the sustained bull markets of the Great Moderation needs a re-watch ahead
BUSINESS
Monetary Policy | MPC frontloads to play catch-up
The sharp inter-meeting repo hike of 40 bps reflects increased policy urgency with heightened inflation uncertainties and the need to do policy catch up with the Fed and other EM Asian peers. June may see another frontloaded hike of 25 bps or more, FY23 could see overall rates go up by 125 bps
