India Politics: Four Reasons Why Modi Could Face Strong Political Backlash from Rural India in 2019?
A bit of history first - The lessons from 2004The unexpected loss of Atal Bihari Vajpayee's National Democratic Alliance (NDA) in 2004 general...
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Russia Replaces India as Top EM Overweight
In this report, we highlight how Russia has taken over from India as the largest overweight country holding among global emerging market fund...
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Tata Sons = Infosys, Ratan Tata = Narayana Murthy and Cyrus Mistry = Vishal Sikka
Infosys CEO Vishal Sikka has resigned after facing continuous verbal assault from one of the co-founders, N R Narayana Murthy. In October 2016,...
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India: Monsoon Is Below Normal Now, Poor Rainfall Is Negative for Consumer Goods and Rate Cut Hopes
In our last insight on rainfall distribution in India, Monsoon Is “Normal” This Year: Perception Vs. Reality and the Implications dated 8th August...
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First GM, Now Volkswagen....Isolated Examples or Not Easy for MNCs to Do Business in India – Part 2
In May 2017, General Motors (GM) decided to exit India's Automobiles Market After one of the largest global automobile manufacturers, General...
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