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Morning Briefing GMT 12:00 IST 17:30 IN GDP

IN GDP

India GVA YoY%
    Expectation      
Date For Market Kshitij Prev Release Rev
28-Nov-25 Sep-25 - 12.26% 8.68% 8.12% -
27-Feb-26 Dec-25 - 10.48% 9.36% 7.82% -
05-Jun-26 Mar-26 - 8.85% 8.52% 7.34% -
31-Aug-26 Jun-26 - - 7.34% - -
India GDP YoY%
  Expectation  
Date For Market Kshitij Prev Release Rev
28-Nov-25 Sep-25 7.30% 7.05% 6.82% 8.23% 8.35%
27-Feb-26 Dec-25 7.20% 7.38% 8.35% 7.82% 7.96%
05-Jun-26 Mar-26 7.20% 7.71% 7.96% 7.83% -
31-Aug-26 Jun-26 - - 7.83% - -
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May '26 Dollar Rupee Monthly Forecast
WHAT'S NEW?
May '26 Monthly Forecast
Our May '26 Dollar Rupee Monthly Forecast is now available. To order a PAID copy, please click here and take a trial of our service.
May'26 EURUSD Report
WHAT'S NEW?
May'26 EURUSD Report
In our April 2026 report (13-Apr-26, EURUSD 1.1686), we expected the Euro to rise to 1.1950 by May-26 while retaining our long-term bearishness towards 1.10 by Aug’26. The main reasons were good chances of a rise in the Dollar Index and crude prices. The markets expect the ECB to move ... Read More
January'26 USDJPY Report
WHAT'S NEW?
Jan'26 USDJPY Report
In our 10-Dec-25 report (USDJPY 156.70), we expected the USDJPY to trade within 154-158 region till Jan’26 before eventually rising in the long run. In line with our view, the pair limited the downside to ... Read More
June'26 GOI Report
WHAT'S NEW?
June'26 GOI Report
In our 11-Apr-26 report (10Yr GOI 7.03%) we had retained our bullish view on Brent towards $134 by Sep-26, while allowing for a near term dip to $95 on hopes of a US-Iran resolution. Brent fell to $89.93, lower than... Read More
June'26 Crude Oil Report
WHAT'S NEW?
June'26 Crude Oil Report
In our May 2026 report (4-May-26, Brent @ $110.75), we expected Brent to test $90.50 by Jul-26, followed by a rise to $145.13 by Sep-26 and $161.93 by Dec-26. Sustained trade below $100 was expected to be seen only on a credible resolution of the US-Iran war, which looked unlikely. ... Read More
June '26 US Treasury Report
WHAT'S NEW?
June '26 US Treasury Report
In our last report (29-Apr-26, UST10Yr 4.35%), we had said that the FED was likely to leave rates unchanged, which it did. We had also said that “once Kevin Warsh comes in, the FED is more likely to cut, responding to .... Read More
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