Tuesday, January 17, 2012

>Tough Times = 12 Tough Tasks to Sustain Growth in 2012

Presentation Path

GDP – 12 Tough Tasks To Sustain Growth at ~7%
■ FX Vulnerabilities Increase

► External Debt – Short-term Debt Worries; Redemption Pressures Key to Monitor
► BOP – Flows Lower, But Sufficient to Finance the Deficit

 Fiscal – Fiscal Consolidation on the Backburner: Assessing Debt Concerns
 WPI Inflation – Determined by Interplay Between Currencies and Commodities
 Rates – Easing cycle likely to be advanced to 1Q 2012
 Politics – Will the Policy Gridlock Ease

To see full presentation: INDIA MACRO OUTLOOK