Sep07
2011
 

Indian Inflation: Populism, Politics and Procurment Prices

Surjit S BhallaSeptember 7, 2011
 

Aggregate demand is not even close to being as strong as the RBI claims – in fact, demand is weak, and weakening.

India’s excess inflation is mostly due to the high populist minimum support prices for agri-culture.


Inflation has peaked, and yes, so has the RBI’s repo rate.


PS: No justification for recent RBI rate hikes.

 
Mar18
2011
 

All you wanted to know about inflation in India

Surjit S BhallaMarch 18, 2011
 

Barring unusual and unexpected international shocks, inflation in India should decline to the 5 percent range in the next 6 months, if not sooner. Inflation appears to have peaked in late 2009.

 
Jun10
2000
 

Whiter Indian Stock Market? Towards 6000 by March 2001

Surjit S BhallaJune 10, 2000
 

DT contends that Indian stock market is significantly undervalued, even at 4700. Inevitable corrections notwithstanding, and irrespective of NASDAQ, the Sensex should reach 6000 by March 2001.


 
Feb24
2000
 

Start of India's Decade

Surjit S BhallaFebruary 24, 2000
 

A shift from an administered interest rate regime to interest rate targetting in India is the key to achieving a sustainable GDP growth in excess of 8%.

 
Aug31
1999
 

India Elections '99 - Voting with the Economy

Surjit S BhallaAugust 31, 1999
 

It pays to know about the election results before they happen. Which is why market players go to great lengths to derive information about who is going to win...

 
 
Indian Inflation: Populism, Politics and Procurment Prices Aggregate demand is not even close to being as strong as the RBI claims
Developing Trends
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