Since the last Monetary Policy Committee meeting in June, facts have changed thick and fast. Do the economists on the MPC take a leaf out of Keynes or latch on to central bankers’ catchphrase during uncertain times – ‘data dependent’?
Nilesh Shah says China’s $1 trillion trade surplus is built on an undervalued Yuan, not just on innovation and competitiveness
Kotak MF’s Nilesh Shah says China’s trade surplus topping $1 trillion in 11 months is not just due to innovation and competitiveness, but also a
December 9, 2025