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Monday, 12 October 2015

INDIA INFLATION QUICKENS AS RAJAN KEEPS POLICY ACCOMMODATIVE

India’s inflation accelerated as central bank Governor Raghuram Rajan looks to maintain an accommodative monetary policy stance.
Consumer prices rose 4.41 percent in September from a year earlier after a revised 3.74 percent increase in August, the Statistics Ministry said in a statement in New Delhi on Monday. The median of 40 estimates in a Bloomberg survey of economists had predicted a 4.40 percent gain.
"Inflation bottoming is almost all done and we will see it picking up slightly but it will not accelerate alarmingly," Vishnu Varathan, a Singapore-based economist at Mizuho Bank Ltd., said before the data. "Room for lowering rates will be become a lot more limited."
Rajan in September lowered the benchmark repurchase rate by half a percentage point to 6.75 percent -- the biggest reduction since 2009 -- after months of rebuffing government calls for a cut. He said the Reserve Bank of India will probably meet its 6 percent CPI target for January and is now focusing on its 5 percent goal for March 2017.
The benchmark equity index lost 0.7 percent in Mumbai on Monday before the data and the yield on the 10-year sovereign bond rose four basis points to 7.58 percent. The rupee was little changed at 64.7525 a dollar.
In a separate release, industrial production grew 6.4 percent in August compared with an estimated 4.8 percent increase.

Inflation Highlights:

* India’s Food Price Index rose 3.88 percent in September from a year earlier after a 2.2 percent increase in August
* Rise was led by a 30 percent surge in lentil costs even as vegetable prices were steady. The government is importing more pulses and vegetables to offset the impact of the driest monsoon in six years
* Food accounts for almost half of the CPI basket
source: Bloomberg

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