Rohini Malkani

In terms of sector stance, Bharat Iyer, JP Morgan maintained the focus should remain on alpha, rather than beta.

Citi expects CPI to undershoot RBI's target, rate cut in Q1

Rohini Malkani, Citi expects CPI to undershoot RBI's 6 percent target through 2015 and average 5.5 percent, strengthening the case for monetary easing.

India remains favorite, to outperform in 2015: Citi

Following a strong market performance in 2014, most investors are of the view that the on-going cyclical and structural upturn could result in India continuing to outperform in 2015, albeit at a modest pace," says Rohini Malkani, Citi.

Expects FY14 CAD at 2% of GDP: Rohini Malkani

With the 9-month CAD at USD 31.1 bn, we maintain our full-year CAD estimates of USD 36.8 bn or 2 percent of GDP., says Rohini Malkani, Citi.

FY14 GDP estimate of 4.9% appear challenging: Malkani

We maintain our estimate of 5.6 percent GDP growth for FY15 led by agriculture returning to its trend growth of 3 percent, says Rohini Malkani of Citi.

EMs to see less inflows or even small outflows in '14: Citi

India, Indonesia, which were considered to be a part of fragile five economies, escaped big outflows due to lower CAD, Johanna Chua, head-APAC Eco and market analysis, Citi said.

Expect modest upturn in growth to 5.6% in FY15: Malkani

Given trends in core CPI, the rates are likely to remain higher for longer, says Rohini Malkani, Citi.

RBI surprised by keeping rates on hold: Rohini Malkani

Easing vegetable prices are likely to result in lower headline inflation, but given stickiness in core CPI, we expect a 25bps rate hike, says Rohini Malkani, Citigroup.

Expect RBI to hike repo by 25 bps on Dec 18: Rohini Malkani

We expect the repo rate to stabilise at 8 percent until more clarity emerges on the monetary policy framework from the Urjit Patel committee report, says Rohini Malkani, Citigroup.

CAD to remain moderate at 2.7% in FY15: Rohini Malkani

The compression in the trade deficit is likely to bring down CAD to 2.7 percent of GDP in FY14. This factors in the possibility of lower remittances in H2FY14 arising from the surge in FCNR deposits and rising un-official gold imports, says Rohini Malkani of Citigroup.

Rupee to trade in 60-63/USD: Rohini Malkani

We expect 10-year yields to soften to 8.5 percent levels and lower volatility in bonds, says Rohini Malkani, Citigroup.

RBI to cut rates by 50 bps in FY14: Citi India

The central bank will cut rates by 50 basis points this year based on falling inflation and a dip in growth, says Rohini Malkani, economist at Citi India.

Expect 25 bps cut in today's policy: Rohini Malkani

Lower interest rates could lead to a further diversion of financial savings into physical savings, which has resulted in deposit growth at historic lows, says Rohini Malkani, Citigroup.

Expects 50-75 bps rate cut call for the year:Rohini Malkani

May industrial production rose 2.4%, higher than ours and consensus estimates even as capital goods plunged to -16%., says Rohini Malkani, Citigroup.

Q4 GDP: Derailed economy has economists worried about FY13

Economists worry after India's economic growth grew at its weakest pace, slipping to 5.3% for the fourth quarter of FY12. The lowest growth in nearly nine years has them debating on what the factors are which led to this slowdown.

Rupee likely to be around 54.80/USD by March 2013: Malkani

With the rupee touching another all time high, the continuing trend of lower oil prices & lower gold demand will bode well for India's current account deficit & its external financing requirements, says Rohini Malkani, Citigroup.

Citi sees RBI cut rates Mar onwards, repo at 7.5% by yr-end

Rohini Malkani, chief economist at Citigroup expects the Reserve Bank of India (RBI) to cut repo rates only March onwards.

Why is Citigroup's GDP forecast at 8.1%, higher than RBIs?

On the sidelines of the Citi India Investor Conference, Rohini Malkani, the Chief India Economist, Citigroup spoke to CNBC-TV18's Latha Venkatesh about their India GDP forecast of 8.1% which was more than the RBI's forecast.

Citi sees India FY12 fiscal deficit at 5.1-5.5%

India's fiscal deficit in FY12 could rise to 5.1-5.5% of gross domestic product, above the government's target of 4.6%, due to subsidy burden and lower tax collection, Citigroup Global Markets said in a note on Thursday.