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#THREAD on #WHAT is #RBI likely to do tomorrow at the #MPC and #Why and how it would #IMPACT Markets? #RETWEET
(1) A rate Hikes I’d probably 30-40bps
(2) More #Importantly, a 25-50bp CRR Hike as well
What are the Drivers of this Decision?
(1) A rate Hikes I’d probably 30-40bps
(2) More #Importantly, a 25-50bp CRR Hike as well
What are the Drivers of this Decision?
RBI biggest Driver of Policy in my view is FOREX.
India is suffering Daily Forex Outflows Due to
(1) high Commodity Prices (Oil & Coal etc)
(2) FPI outflows
(3) Rising Remittances while FDI has slowed down
Recall that Jndia is still NOT added to the JPM EM debt Index (NA)
India is suffering Daily Forex Outflows Due to
(1) high Commodity Prices (Oil & Coal etc)
(2) FPI outflows
(3) Rising Remittances while FDI has slowed down
Recall that Jndia is still NOT added to the JPM EM debt Index (NA)
Two ways to arrest the INR depreciation is to raise Rates (REPO) or reduce Liquidity (CRR)
But we know India has a Demand Issue.
More #IMPORTANTLY, higher Rates will HURT the Govts Borrowing Cost and Eventually Raise System Deposit Rates
But we know India has a Demand Issue.
More #IMPORTANTLY, higher Rates will HURT the Govts Borrowing Cost and Eventually Raise System Deposit Rates
@myESMO #ESMO20 as a #trainee can be #overwhelming! So many good studies, some more #practicechanging then others, if you missed some and want to understand (albeit at a simplistic #trainee level), sit back, relax and enjoy as we go through some great data #ESMO20 @OncoAlert
1. #NSCLC: 2 major studies #ADAURA #CROWN for adjuvant #EGFRmNSCLC, and advanced #ALK+ experts can provide better perspective @JackWestMD @n8pennell @StephenVLiu @AMansfieldMD @CharuAggarwalMD @NarjustDumaMD @GlopesMd @DevikaDasMD @OncoAlert
1. A) #ADAURA: Stage IB-IIIA #resected #NSCLC with #EGFRm treated with #Osimertinib vs #placebo [SOC prior to this was adjuvant chemotherapy [cisplatin-based doublet based on #LACE metanalysis- pubmed.ncbi.nlm.nih.gov/18506026/] showed improvement in #DFS @NEJM nejm.org/doi/full/10.10…
