Shumita Sharma Deveshwar

Director of India Research
+44 203 006 3102

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Recent India research

* The political consequences of Modi’s state election victory, Amitabh Dubey, 17 Mar 2017
India: On the road in Uttar Pradesh: Modi’s BJP set to win key election India: On the road in Uttar Pradesh: Modi’s BJP set to win key election, Shumita Sharma Deveshwar, 8 Mar 2017
* India: On the road in Mumbai and New Delhi: Investor optimism is high, despite the looming risk of economic disruption, Shumita Sharma Deveshwar, Jon Harrison, 16 Feb 2017
* India: On the road in Punjab ahead of crucial vote outcome, Amitabh Dubey, Shumita Sharma Deveshwar, 8 Feb 2017
* India: Cautious budget does little to stimulate growth, Shumita Sharma Deveshwar, Amitabh Dubey, 2 Feb 2017

See all our India research >>

Food inflation will be the key macro driver in 2010

Overview

Food price inflation exceeding 19 per cent year on year has led market participants to conclude that the Reserve Bank of India will increase interest rates earlier and more aggressively than anticipated. The price increases are due not only to supply issues like the weak monsoon but to deeper structural factors including rising incomes and demand growth in a fast-expanding economy. We believe the stubborn rise in food prices will force the government to take more initiatives than...

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