ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
INDIA: Reserve Bank of India's Inflation Targeting Regime Fails to Curb Inflation
Consumer Price Index (CPI) inflation came in at 6.1% y-o-y in July 2016 compared to a 5.8% y-o-y rise in June 2016– the highest rate since August...
358 Views
Landmark GST Legislation (India): Upper House Finally Approves; Next Steps & Impact (Inflationary??)
The Indian government has cleared a key step in the implementation of Goods & Services tax (GST) as it ensured acceptance of GST bill by Upper...
195 Views
Billion Dollar Shave Club & The New FMCG Formula
The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...
626 Views
Outlook For Global Economy and Markets Through Late 2016
In this month’s analysis of the RRG Global Consumer Sentiment Index (GCSI) we review the current dynamics behind the global economy and highlight a...
198 Views