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Ananth Narayan, Head-Financial Markets, Standard Chartered Bank said changing the stance from accommodative to neutral was a surprise and not expected by the market and so one is likely to see a sell-off in bond markets
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Economist, Jahangir Aziz, Asia Economic Research, JPMorgan thinks the government will stick to the path of fiscal consolidation of around 3.2 to 3.3 percent.
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Both V Srinivasan of Axis Bank and Ashish Parthasarthy of HDFC Bank agree that the withdrawal limit could extend beyond December 30 because the limit depends on the availability of currency.
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A major challenge with demonetisation is the absence of a comparable template from other country where such a radical reform was passed says Jahangir Aziz, Asia Economic Research at JP Morgan.
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Speaking to CNBC-TV18 Jahangir Aziz of JPMorgan said that whatever the outcome of the US elections may be, US growth in 2017 is unlikely to be affected. The only caveat Aziz adds to his view is if there is a large investor confidence shock, then things will be different.
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RBI is operating in an inflation targeting framework and they will decide on rate cuts with an eye on their 4-percent inflation target, says Jahangir Aziz, Asia Economic Research, JPMorgan.
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Keeping exchange rate undervalued is a dangerous strategy and can have unintended consequences, says Jahangir Aziz, Chief Emerging Asia Economist at JP Morgan sharing his view with CNBC-TV18 on news the commerce ministry is considering rupee devaluation to support exports.
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In the India Investor Summit 2016, CNBC-TV18 will get you an exclusive access to the JP Morgan top team that includes names like Kalpana Morparia, Adrian Mowat, Sunil Garg, James Sullivan, Jahangir Aziz and Sajjid Chinoy.
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Governor Rajan, in effect, believes what the RBI act says that the role of the central bank and the governor is to protect the value of the rupee, to ensure that it does not inflate more than the limit allowed by the parliament. So inflation control is willy-nilly the foremost on the new governor's agenda. What else is on his to do list?
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Speaking to CNBC-TV18 Jahangir Aziz of JPMorgan said that there should be a decline in the prices of manufacturing goods from GST rollout.
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Inflation should continue to be the main focus of RBI going forward. It is unlikely that inflation target is changes as the current target has blessing of the government, Jahangir Aziz of JPMorgan says.
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Jahangir Aziz of JPMorgan said that it is too premature for the markets to take cues from the frenzy surrounding RBI governor's reappointment. It all depends on who replaces him, he said.
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With only a few days to go for RBI's credit policy meet, it is anybody's guess as to what would be the rate cut. But bankers and bond dealers are sure of one thing: banks should have more liquidity.
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Interviews for the position of RBI deputy governor were held earlier this month. Two RBI EDs are said to have applied for the job besides Patel. Several economists such as Jahangir Aziz, Kalpana Kochhar and Eroll D-Souza too were interviewed
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Economists say the key takeaway from the RBI monetary policy would be the inflation target by Governor Rajan.
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Jahangir Aziz, Asia economic research, JPMorgan, says it is very hard to see a monetary policy committee where the governor doesn't have a veto power, but is responsible for monitoring inflation.
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A CNBC-TV18 poll pegs May IIP at 4.4 percent, higher than 4.1 percent seen in the preceding month. But two eminent economists —Jahangir Aziz of JP Morgan and Indranil Sengupta of BoFA-ML remain cautiously optimistic of IIP result in May.
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Aziz said the RBI would take a long pause on rates after tomorrow's cut.
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April consumer price index (CPI) inflation is likely to see flattish momentum MoM. It is expected to be in 4.8-4.9 percent range, says Jahangir Aziz, JP Morgan.
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In a discussion on subject, Rangarajan said the inflation targeting arrangement gives RBI the flexibility to use any tool it deems fit to bring inflation under control
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The Economic Survey for 2014-15 has projected a growth of 8.1- 8.5 percent for FY16, and said there was scope for big bang reforms. It sees growth rate for the current fiscal at 7.4 percent.
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Jahangir Aziz, chief economist at JP Morgan, in order to make it to the projected 7.4 percent, India has to grow at 8 percent in the current quarter.
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In an interview to CNBC-TV18, Jahangir Aziz, Chief Economist, JP Morgan said if 4.1 percent appears to be a big target to meet despite a 50 percent decline in oil prices and all-time high equity market, there is something seriously wrong with the way the government estimated direct and indirect tax collection
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RBI on January 16 announced the first rate cut after a gap of 20 months. The guessing game now is how many more rate cuts we can expect. Dr Rangarajan, Former RBI Governor, Jahangir Aziz, Chief Economist at JP Morgan and Eswar Prasad, Professor of Economics from Cornell University, discuss on the same.
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According to Jahangir Aziz, chief economist, JPMorgan low crude prices would be a massive positive for Indian current account deficit, even if it were to trade at USD 80/barrel.
