Will Capital Still Flow into Asian EMs?
At a time of growing unease about political and economic risks in major economies, and continued uncertainty over the strength of the US recovery...
150 Views
Global Economic Woes Mask India's Policy Confusion
Recent monetary policy and fiscal policy announcements have not been encouraging, but in fact confusing. RBI, as we shall see below, now has two...
171 Views
Raining Cats and Dogs - July 16
In our June newsletter, we had highlighted that uncertainty over Brexit vote and FOMC meet would induce stock market volatility, and the ensuing...
244 Views
INDIA: Downside Risk to Rupee as Trade Data Remain Weak
After 18 months of consistent decline, exports recorded a marginal uptrend in June 2016 while the rate of decline in imports slowed. Exports grew...
176 Views
New Capital for India's Banks: Microscopic
The government’s capital injection for India’s state banks is miniscule compared with what they may need. The data is not hidden, so it is unclear...
207 Views