Amitabh Dubey

Director of India Research
+91 99999 10781

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Recent India research

* India: Strong economic growth to remain local, Shumita Sharma Deveshwar, 15 Jun 2017
* India: Return of cash bodes ill for tax revenues, Amitabh Dubey, 1 Jun 2017
* India: GST rollout threatens supply disruptions, Shumita Sharma Deveshwar, Amitabh Dubey, 25 May 2017
* India: Political decisions will disrupt reform, Amitabh Dubey, 18 May 2017
* India: Headline GDP obscures unbalanced growth, Shumita Sharma Deveshwar, 4 May 2017

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Dealing with the capital surge

Overview

The flood of liquidity released by quantitative easing in the West will continue to pour into India and other emerging markets during 2010. But the biggest driver of India’s monetary policy over the next 12 months is likely to be accelerating WPI inflation, which is expected to exceed 6.5 per cent year on year by March 2010. The resulting political pressure on a government wary of angry voters could lead to faster-than-expected appreciation of the...

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