QuantEco Research

QuantEco Research is an independent research house specialising in delivering business economics and financial markets intelligence to corporates and investors.

[QuantEco Research @Quant_Eco]

Our proprietary #DARTindex continues to underpin economic recovery now in 6th consecutive week of expansion. June marks a decisive turnaround; with ~65% of loss in economic activity owing to second wave having been recouped following calibrated yet swift opening up by states.

[BasisPoint Insight @91basispoints]

The Week Everyone Decided to Work Overtime

A Budget that chose continuity over momentum. Bond markets uneasy not because of the headline deficit, but the way the numbers were made to work. States quietly absorbing more stress. A clear nudge to corporate India that surplus cash should build capacity, not chase buybacks.

Then, late at night, the trade deal announcement landed. Big statements, yet plenty left unsaid.

BasisPoint Insight covered the ground across fiscal, markets, and geopolitics.

Check out the newsletter for the full coverage:
https://t.co/YUY1TVyImp

@kkalyanram, @politicalbaaba, @Dhananj89102936, @_ChokkalingamG, @MadhaviArora7, @yuvika_singhal, @Quant_Eco, @nrbmurthy73, @rajeshmahapatra, @krishnadevanv, @MayaramArvind, @SVenkat_Delhi, @IndianDebt_DCM

#Budget2026 #TradeDeal #Economy

[NDTV Profit @NDTVProfitIndia]

India's #CPI inflation eases to 11-month low at 4.83% in April.

@PallaviNahata in conversation with BOB Chief Economist Madan Sabnavis and @Quant_Eco's @yuvika_singhal.

Read: https://t.co/1BEyjUeA6v

https://t.co/8ckVBknCt6

[Yuvika Singhal @yuvika_singhal]

From a broader perspective, the post COVID recovery, waning of supply bottlenecks, resilience in domestic demand and policy support through ease of doing business reforms, PLI scheme (Production Linked Incentive) among others, appear to have played a cumulative role.
@Quant_Eco

[Yuvika Singhal @yuvika_singhal]

Dec-23 IIP growth at 3.8% marked the end of a year of strength.

On CY basis, 2023 IIP growth at 5.7%YoY marks the strongest growth seen in the last decade, barring the post-COVID recovery year of 2021. Clearly, in recent economic cycle, 2023 has proved to be a year of inflexion

[ET Now Swadesh @ETNowSwadesh]

#RBIPolicyOnSwadesh | अगली Policy में दरों को लेकर कितनी हो सकती है कटौती?

जानिए QuantEco Research की इकोनॉमिस्ट, युविका सिंघल से

#StockMarket #RepoRate #RBICreditPolicy
@Quant_Eco @yuvika_singhal @dkalra81 @abhisheksatya

[ET Now Swadesh @ETNowSwadesh]

#RBIPolicyOnSwadesh | RBI Credit Policy को कैसे किया Read, कहां दिखा Excitement और Disappointment?

देखिए Macro Mosaic Investing के फाउंडर, मनीष डांगी और QuantEco Research की इकोनॉमिस्ट, युविका सिंघल से खास बातचीत

#StockMarket #RepoRate #RBICreditPolicy @Quant_Eco @yuvika_singhal @dkalra81

[QuantEco Research @Quant_Eco]

Merry Christmas and Seasons Greetings from us to you!

[Vivek Kumar @VK_2021]

Thanks @shwwetapunj for asking pointed and relevant questions and seamlessly transitioning between the complexities of GDP data and exit polls.

@Quant_Eco @ShubhadaRao @yuvika_singhal

[menaka doshi @menakadoshi]

States have taken the lead on capex: @Quant_Eco

12-month trailing cumulative capex growth in Sep 23
All states: 28.3% YoY
Center: 25.3% YoY

Over the last 12-months, the correlation between states and central capex has been negative (at -0.67), with states improving upon capex even as momentum in central capex has eased from record high levels.

States now have a share of 43.9% in government capex (on 12m trailing basis), up from its recent low of 41.7% in Oct-22.

@ShubhadaRao

[ET Now Swadesh @ETNowSwadesh]

आज सुबह 10 बजे आएगी #RBIPolicy
सबसे बड़ा पैनल होगा ET Now स्वदेश पर
जो करेगा पॉलिसी का सबसे सटीक विश्लेषण
पॉलिसी के पहले और पॉलिसी के बाद भी

देखिए #RBIPolicy की सबसे बड़ी कवरेज आज 9:45 AM से सिर्फ ET Now स्वदेश पर

#RBIPolicyOnSwadesh #RBI #RBICreditPolicy
@PunitaKSinha @Quant_Eco @yuvika_singhal @Maruti_Corp @shashankdrives @KotakMF @AxisBank @signatureglobal @ThePradeep_A @CapitalUGRO

[Govindraj Ethiraj @govindethiraj]

Today's Core Report is out, tune in !
▫️Inflation moderates to 6.8% but cereals, pulses & vegetables levels still high. With Vivek Kumar @Quant_Eco
▫️IPhone 15 sold in India could be made in India too.
▫️The US is launching fresh rounds of Covid vaccine shots, should India take note ? With @DrLahariya
https://t.co/RGDNte3Yyp

[Vivek Kumar @VK_2021]

Will be participating in a panel discussion on 'Internationalisation of Rupee' on Aug 3rd at 4:30 pm IST. Thanks to @thyagufx from @SYFXTF for the invite. Look forward to an eclectic exchange of ideas. Login details below. Do join.
@Quant_Eco @ShubhadaRao @yuvika_singhal

[WION @WIONews]

India and the UAE have signed a currency swap agreement that allows the use of the rupee and dirham for cross-border trade.

@vikramchandra talks to Ajay Sahai, DG & CEO, @FieoHq and @ShubhadaRao, founder, @Quant_Eco, for perspective on #TheIndiaStory

[NDTV Profit @NDTVProfitIndia]

India's retail #inflation saw an uptick in June. What led to rise in prices after three months?

In conversation with @Quant_Eco's @yuvika_singhal. @PallaviNahata #BQLive

https://t.co/5ZfQnm5rRp

[QuantEco Research @Quant_Eco]

US is India's largest goods #trade partner with record high share of 24-24% in India's total trade. #PMModiUSVisit could further deepen India-US ties in key sectors like #defence, #electronics, etc.

#indianeconomy
@ShubhadaRao @VK_2021 @yuvika_singhal @Arsh_Mogre

[NDTV Profit @NDTVProfitIndia]

#CPI #inflation remains below #RBI’s upper tolerance limit for the third month.

@Quant_Eco's @yuvika_singhal decodes the key factors. @PallaviNahata

[QuantEco Research @Quant_Eco]

#investments have long been sluggish in #Indianeconomy. But the tide is turning now. With enablers in place, the long-term outlook looks promising.

@ShubhadaRao @VK_2021 @yuvika_singhal @Arsh_Mogre

[TOI Plus @TOIPlus]

Column | #IMF data suggests that India has not just seen one of the best improvements in investment rate in the post-Covid phase, but more importantly, it is expected to significantly outperform peer groups in the longer run
@VK_2021

https://t.co/ny6xrCdndq

[Vivek Kumar @VK_2021]

Despite a formidable economic backdrop in last few years, India boosted its market share in global trade to a record high.

PLI has just started to have early impact while India's comparative advantage in services is expanding. Interesting times ahead!!
@Quant_Eco

[QuantEco Research @Quant_Eco]

Protectionism, pandemic, war....now let's skip to the good part...

India increased its global trade (goods+services) share to an all time high of 2.4% in 2022 - out of which, post COVID phase saw a gain of 30 bps.
@nsitharaman @PiyushGoyal @NITIAayog @EACtoPM @ShubhadaRao