From Monsoons to Markets: Navigating India’s Business Cycles
We explain the current macroeconomic divergence in India, where bank credit is growing at 13.1% year-on-year, while deposits are rising at 10.6%, pushing the credit-to-deposit ratio to a historic 82.2%. We outline how these numbers fit within India’s post-1991 business cycle evolution, and how investment trends, credit dynamics, and domestic policy tools shape economic growth […]
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