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December ' 25 GOI Report

In our 09-Nov-25 report (10Yr GOI 6.51%) we again expected Inflation to rise sharply, but instead the CPI has again surprised by falling to 0.25% in Oct-25. The Q2 GDP has come in strong at 8.2%. At the same time, the Rupee has weakened to an all-time low of 90.29. The Indo-US trade deal has not come through yet, whereas Vladmir Putin is to visit Bharat for two days, on 4th and 5th Dec. In the meanwhile, Gold and Silver have been rising again.

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