“Karki suggests that a temporary oil shock-induced inflation could positively impact India's nominal growth, corporate revenues, and banking credit in the coming year. He notes the RBI's upward revision of its inflation forecast to 4.5-5% for the coming year, indicating that if demand holds, this inflation could provide a significant kicker to the economy.”

Vinod Karki’s track record: 3 graded calls · 95% CI 0–56%