BasisPointInsight.com - Rebasing Reality Resets India’s Growth and Inflation Narrative by Sameer Narang MoSPI’s new GDP and CPI series redraw growth, inflation and policy signals, even as geopolitics clouds the near-term outlook. by Sameer Narang, BasisPointInsight.com

2/3 But the signal comes with a complication. Just as data becomes more reliable, geopolitics is making the outlook more uncertain. If oil shocks push inflation higher while growth slows, the RBI will be forced to balance better data with a noisier world.

#IndiaGrowth #InflationDynamics

BasisPointInsight.com - Are We in the Goldilocks Scenario? by Mridul Saggar India’s Goldilocks moment looks enticing, yet surging growth and vanishing inflation signal a fragile equilibrium, a lull before the storm. by Mridul Saggar, BasisPointInsight.com

1/2 Former MPC member Mridul Saggar warns that India’s so-called Goldilocks moment may actually be a lull before the storm.

Growth is surging, inflation has collapsed, data gaps persist and global financial risks are rising.

#Macroeconomics #GrowthOutlook #InflationDynamics #MonetaryPolicy