Acuite

Impact Analysis

Decision-makers must face the cruel reality of a fast-changing business environment today. Natural disasters, changes in government policy, raw material prices and competitive landscape among other things keep bankers and industry leaders on their toes. A team of analysts and economists at Acuité Knowledge Center aims to provide an independent and unbiased account of such events and their impact on businesses and the Indian economy. We believe such analysis and alerts can play a vital role in mitigating risks arising from such events.

18

Nov 24

India Steel Sector: Q2FY25: Structurally Strong

15

Nov 24

Oct-24: Higher trade deficits, higher risks to capital flows

13

Nov 24

Oct-24 Inflation: Food prices push headline beyond 6.0%

13

Nov 24

Sep-24 IIP: Pre festive reprieve

08

Nov 24

Festive push to Auto Sales

21

Oct 24

India Automobile Sector: Q2FY25 Snapshot

18

Oct 24

Sep-24 Trade Balance: Mean reverts

15

Oct 24

Sep-24 Inflation: Unsettling but hopefully transient

14

Oct 24

Aug-24 IIP: Unexpected slippage

10

Oct 24

RBI Monetary Policy : Shifts gears to Neutral

03

Oct 24

Q1 FY25 BoP: CAB in deficit yet again

18

Sep 24

Aug-24 Trade Balance: Gold imports drive surge in deficit

11

Sep 24

Jul-24 IIP: Steady state

13

Sep 24

Aug-24 Inflation: Expectedly benign

12

Sep 24

2W on the revival path, PV and CVs continue to lag

31

Aug 24

Q1 FY25 GDP: Growth on track despite slight moderation

17

Aug 24

Pickup in Two-Wheeler, Stock Concerns for Passenger Vehicle

16

Aug 24

Jul-24 Trade Deficit: Widens to a 3 Quarter High

13

Aug 24

Jun-24 IIP: Slips to a 5-month low

13

Aug 24

Jul-24 Inflation: The base case

09

Aug 24

RBI Monetary Policy: Comfort mixed with caution

07

Aug 24

Bangladesh crisis to have moderate impact on Indian Industry

29

Jul 24

Industry Pulse: Automobile

17

Jul 24

Jun-24 Trade: Deficit narrows as oil imports moderate

15

Jul 24

Preview of Union Budget FY 2024-25

13

Jul 24

May-24 IIP: Keepin’ up the pace

13

Jul 24

Jun-24 CPI: Headwinds to Disinflation

09

Jul 24

India's Bond Index Inclusion: New Era in Debt Markets

25

Jun 24

Q4 FY24 BoP: CAB in surplus as trade deficit narrows

15

Jun 24

May-24 Trade Deficit: Seven month high

15

Jun 24

Food Inflation – Higher for Longer?

13

Jun 24

May-24 Inflation: Headline comfort prevails

13

Jun 24

Apr-24 IIP: Good start to FY25

08

Jun 24

RBI Monetary Policy : Enough runway to wait and watch

04

Jun 24

Sectors in the Limelight Post Elections - May 2024

01

Jun 24

Q4 FY24 GDP: Big hits with few misses

21

May 24

Monthly Pulse: Automobile

17

May 24

Apr-24 External Trade: Oil and gold raising deficits

14

May 24

Apr-24 CPI Inflation: Resistance to further lower levels

13

May 24

Mar-24 IIP: Ends FY24 with a good note

17

Apr 24

Mar-24 External Trade: Lower deficits in FY24 despite headwinds

15

Apr 24

Mar-24 Inflation: Comforting Q4FY24, slightly cloudy outlook for FY25

13

Apr 24

Feb-24 IIP: Recovery in momentum driven by public investments

06

Apr 24

RBI Monetary Policy : Focused on durable disinflation

02

Apr 24

Q3 FY24 BoP: Continues to offer comfort

23

Mar 24

Feb-24 External Trade: Stronger exports may lower CAD

13

Mar 24

Jan-24 IIP: Gradual Moderation

13

Mar 24

Feb-24 Inflation: Has it bottomed out?

01

Mar 24

Q3 FY24 GDP: Positive surprise but check the fine print!

16

Feb 24

Jan-24 External Trade: Uptick in Services, Red Sea on Watch

14

Feb 24

Dec-23 IIP: Sequential recovery

13

Feb 24

Jan-24 Inflation: Core at a record low, risks remain

09

Feb 24

RBI Monetary Policy : No hurry for a pivot!

16

Jan 24

Dec-23 External Trade: Exports display year end strength

15

Jan 24

Dec-23 Inflation: Comfort despite sequential uptick

13

Jan 24

Nov-23 IIP: Weaker without festive support

08

Jan 24

FY24 GDP Advance Estimates: Way better than expectations

28

Dec 23

Q2 FY24 BoP: Improved Outlook

18

Dec 23

Nov-23 External Trade: Quick correction in deficit

14

Dec 23

Nov-23 Inflation: Moderate but not worrisome rise

13

Dec 23

Oct-23 IIP: Sturdy for now

11

Dec 23

RBI Monetary Policy: Less Hawkishness, Rate cuts need to wait

02

Dec 23

Q2 FY24 GDP: Positive surprise on growth, moderation likely

16

Nov 23

Oct-23 External Trade: Deficit zooms

14

Nov 23

Oct-23 Inflation: Comforting headline, Cautious outlook

13

Nov 23

Sep-23 IIP: Now in the moderation path

16

Oct 23

Sep-23 External Trade: Volatility in store

16

Oct 23

Sep-23 Inflation: Watchful despite receding pressures

13

Oct 23

Aug-23 IIP: Catapulted by unseasonal support

07

Oct 23

RBI Monetary Policy: Status quo on rates, hawkish tone on liquidity

03

Oct 23

Q1 FY24 BoP: Comfort set to reduce

18

Sep 23

Aug-23 External Trade: Deficit widens, Caution ahead

14

Sep 23

Aug-23 Inflation: Discomfort persists after veggie scare

13

Sep 23

Jul-23 IIP: Larger play of capex

01

Sep 23

Q1 FY24 GDP: Solid start but breakers ahead

16

Aug 23

Jul-23 External Trade: Gyrating Deficit

16

Aug 23

Jul-23 Inflation: Shocking, but not to the core

14

Aug 23

Jun-23 IIP: A Mixed Bag

11

Aug 23

RBI Monetary Policy: Pause continues with slightly more hawkishness

17

Jul 23

Jun-23 Trade: Lower imports keep deficits in control

15

Jul 23

June-23 CPI: Up quickly from the trough

14

Jul 23

May-23 IIP: Comforting resilience

28

Jun 23

Q4 FY23 BoP: Comfortable on the external front

16

Jun 23

May-23: Rise in trade deficit may be transient

14

Jun 23

May-23 Inflation: Comfort getting broad-based

13

Jun 23

Apr-23 IIP: A positive surprise

09

Jun 23

RBI Monetary Policy: Longer pause for now

01

Jun 23

Q4 FY23 GDP: Exceeds Expectations

16

May 23

Apr-23 Trade deficit: Narrows to a 20-month low

15

May 23

Apr-23 Inflation: Settling down within target range

15

May 23

Mar-23 IIP: Challenges persist

19

Apr 23

Mar-23 External Trade: Services provide resilience

19

Apr 23

Mar-23 CPI Inflation: Back on its expected path

14

Apr 23

Feb-23 IIP: Domestic Resilience Vs Global Headwinds

06

Apr 23

RBI Monetary Policy: A surprise pause

03

Apr 23

Q3 FY23 CAD, BoP: Support from tailwinds

16

Mar 23

Feb-23 Trade Deficit: Tilt towards moderation

15

Mar 23

Feb-23 Inflation: Higher for longer?

13

Mar 23

Jan-23 IIP: Gains strength

01

Mar 23

Q3 FY23 GDP: Steady but not strong

20

Feb 23

Jan-23 Trade Deficit: A blip or an inflexion point?

16

Feb 23

Jan-23 CPI Inflation: No ceasefire yet in the war

13

Feb 23

Dec-22 IIP: Remains resilient

08

Feb 23

RBI Monetary Policy : No clarity yet on a pause

18

Jan 23

Dec-22 Trade Deficit: Anchored at current levels

17

Jan 23

Dec-22 Inflation: Visible Relief

14

Jan 23

Nov-22 IIP: Back into positive

09

Jan 23

FY23 GDP AE: On the line so far

02

Jan 23

Q2 FY23 BoP: At the nadir but improving outlook

19

Dec 22

Nov-22 Trade Deficit: Marginal Relief

15

Dec 22

Nov-22 CPI: Diminished threat but on watch

14

Dec 22

Oct-22 IIP: Slowdown in Industrial Activity

09

Dec 22

RBI Monetary Policy : Still not quiet on the inflation front

03

Dec 22

Q2 FY23 GDP: Healthy momentum amidst headwinds

18

Nov 22

Export headwinds driving up trade deficit

15

Nov 22

Sep-22 IIP: Recovery with cloudy outlook

15

Nov 22

Oct-22 Inflation: Subsiding gradually

17

Oct 22

Sep-22 Trade Deficit: Slight Reprieve

15

Oct 22

Aug-22 IIP: Slips into a contraction

15

Oct 22

Sep-22 CPI Inflation: Is the worst behind?

03

Oct 22

RBI Monetary Policy: Steadfast on rate hikes

03

Oct 22

Q1 FY23 BoP: Clings on to a modest surplus

29

Sep 22

Strong global headwinds roil India's external position

16

Sep 22

Aug-22 Trade Deficit: Some Reprieve

15

Sep 22

Aug-22 CPI Inflation: Food prices on watch

15

Sep 22

Jul-22 IIP: Sharp drop in print amid erosion of favorable base

02

Sep 22

Q1 FY23 GDP: Double digit growth but lower vs expectations

17

Aug 22

Jul-22 CPI Inflation: Slips below 7.0%

17

Aug 22

Jul-22 Trade Data: Deficit posts another record high

16

Aug 22

Jun-22 IIP: Double-digit growth unlikely to sustain

08

Aug 22

RBI Monetary Policy : Fight continues against inflation

25

Jul 22

The Global Currency Meltdown

16

Jul 22

Jun-22 Trade Data: Crude pushes deficit further

15

Jul 22

Jun-22 CPI Inflation: Elevated but sequential relief

15

Jul 22

May-22 IIP: Base led surge

24

Jun 22

Q4 FY22 BoP: Capital account slips into a deficit

20

Jun 22

May-22 Trade Deficit: Scales a new peak

15

Jun 22

May-22 CPI Inflation: Upside risks persist

13

Jun 22

Corporate Sector Snapshot: FY20-22

13

Jun 22

Apr-22 IIP: A positive start to FY23, amid strong headwinds

11

Jun 22

RBI Monetary Policy : Front-loaded battle against inflation

02

Jun 22

Q4 FY22 GDP: New headwinds emerge

16

May 22

Apr-22 Trade Deficit: Expansionary trend to put further pressure on INR

14

May 22

Mar-22 IIP: In a slow but steady state

14

May 22

Apr-22 CPI Inflation: The unsettling super shock

06

May 22

RBI Monetary Policy : The normalization urgency bites

18

Apr 22

Mar-22 Trade Deficit: Exports outperform imports

15

Apr 22

Mar-22 CPI Inflation: Here comes the inflation shock

14

Apr 22

Feb-22 IIP: Uncertain recovery

11

Apr 22

RBI Monetary Policy : Inflation a priority, rate hikes around the corner

07

Apr 22

Corporate Credit Quality: FY22

04

Apr 22

Q3 FY22 BoP: Surplus on a decline

21

Mar 22

Feb-22 Trade Deficit: Widens again post Omicron

16

Mar 22

Feb-22 CPI Inflation: Testing tolerance

14

Mar 22

Jan-22 IIP: Moderate Omicron impact

03

Mar 22

Q3 FY22 GDP: Growing pains amidst headwinds

16

Feb 22

Jan-22 Trade Deficit: Moderates on Omicron impact

16

Feb 22

Jan-22 CPI Inflation: Perilously close to the upper threshold

14

Feb 22

Dec-21 IIP: Sobering end to 2021

11

Feb 22

RBI Monetary Policy: Still in ‘wait and watch’ stalemate

17

Jan 22

Dec-21 Inflation: Sequential moderation hides upside risks

15

Jan 22

Dec-21 Trade : Export and Imports rise to record high levels

14

Jan 22

Nov-21 IIP: Slips to a 9-month low

10

Jan 22

FY22 GDP: V-shaped recovery amidst new uncertainty

04

Jan 22

Q2 FY22 BoP: Realigning to economic realities

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