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#Opinion | July inflation print did not cause any celebrations. Why it should have Food prices are volatile and hard to predict, but high frequency data shows that prices are cooling or will cool soon, writes Sonal Varma #inflation #foodprice mybs.in/2dYDEhG

Soft inflation is not transitory The balance of risk around growth and inflation is shifting. Inflation risks are overstated, while emerging growth signals appear soft. We believe it is time to recalibrate policy settings. business-standard.com/opinion/column…

Concluded my highly productive visit to Singapore with fruitful interactions with stakeholders from prominent global investment firms at the Dinner Roundtable. It was a delight to learn about their perspectives on India's growth potential. Highlighted the unparalleled

#OnETNOW | Is India's GDP growth slowing down? Sonal Varma of Nomura reveals the three key factors behind the slowdown and her expectations for Q1 GDP growth on ET NOW! Sonal Varma Nomura avanne dubash Ayesha Faridi youtube.com/watch?v=EzbXIK…

"Reduced weigh for food items means that periods of lower headline inflation (like FY18 & FY19) would have been ~0.3-0.4pp higher under the new series, while episodes of higher headline inflation (like FY21 & FY23) would be revised lower", Sonal Varma & The Bond Economist by Dr. Aurodeep Nandi

Asia ex-Japan's cyclical growth is supported by steady domestic demand and the ongoing export upcycle, led by the tech sector, said Sonal Varma, our chief economist for the region, at #nomuraforum. Singapore, Malaysia and India are likely to outperform, she said.

China is in the process of Japanification, but unlike Japan, it will likely use FX and export channels to avoid deflation, said Naka Matsuzawa, our chief strategist at #nomuraforum. A major unknown is whether China can continue its strategy to keep its trade surplus, he said.

Thank you to everyone who joined us today at our China Investor Forum. It was an honor to welcome you all to our keynote addresses, panel discussions and investor meetings. We look forward to seeing you again next year! #nomuraforum

Contrarian Report By Nomura Says Rate Cuts To Begin In October, 100 BPS Cuts By Mid-2025 Watch: youtube.com/live/3BAc6ghtL… | #Easynomics #RateCuts #Nomura #RBIPolicy #RBI #FY25 Sonal Varma | Siddharth Zarabi | Nomura

China's massive shift into advanced manufacturing exports threatens not just ties with Europe and US, but also across the global south, as Beijing measures prompt backlash & wave of anti-PRC protectionism. My latest for Foreign Policy...... foreignpolicy.com/2024/09/11/chi…

India: Time for policy inflection A lower Fed rate hurdle helps, but it is the shift in the domestic growth-inflation balance since the August policy meeting that calls for a recalibration of policy rates. mybs.in/2dZbUMk

A lower Fed rate hurdle helps, but it is the shift in the domestic growth-inflation balance since the August policy meeting that calls for a recalibration of policy rates.

Killing Savings made homes unaffordable Savings was easy in era of gold money. When government moved to fiat money they made a promise to the savers. That promise is broken. So now housing is unaffordable. How? Let us see. rtvws.com/p/killing-savi…

How Cities Rise Launching new book explaining the theories, stages and mechanics of urbanization. Download link and a summary is in the post. #RealEstate #Cities #urban rtvws.com/p/how-cities-r…

RBI: Fighting inflation or fighting the poor? The RBI has kept interest rates on hold citing high inflation. This hurts the lower income population. Do we realize it? rtvws.com/p/rbi-fighting…

Despite China's stimulus blitz, its spillover effects to the rest of Asia have weakened due to the decline in #Asia's export share to #China, say our economists: nomuraconnects.com/focused-thinki…

RBI: Is it suppressing Indian growth? A blind obsession with inflation is hurting growth. Why are numbers not showing it? rtvws.com/p/rbi-is-it-su…

#Nomura's Chief Economist for India and Asia Sonal Varma think #India's slowdown may be long-term and idiocentric. Watch her in conversation with Niraj Shah and Alex Mathew on 'Ask Profit.' youtu.be/PzbVO1JEuik