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Data● Neutral for Indian equities
Kharif data gives India a pleasant advance glimpse of the year's pickings; full picture a little while away
The brief
- Kharif cultivation is below last year’s level but above the five-year average despite lower rainfall
- Crop prospects influence food prices and earnings for Indian consumer-goods companies
- El Nino may turn 'very strong' by late 2026, raising risks for India: IRI
- Markets pricing an excessive 125bps rate hike over the next one year: Nomura
- Daily Voice: RBI stance shift likely in October, rate hike in December, says Valtrust's Rahul Bhutoria
- ETMarkets Smart Talk | Rate-cut cycle over, RBI may be at cusp of rate hikes; yields could inch higher: Puneet Pal
- Brazil inflation accelerates ahead of a tight presidential race