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India Treasury (INDIA GOVT)
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bullish
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Macroeconomics
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01 Dec 2023 17:35
India: Real GDP to Sustain 8%+ YoY Growth over the Next 18 Months
India stays world's fastest-growing economy with 7.7%YoY RGDP growth in H1FY24. Exports & GFCF will enable >8%YoY growth in H2. Labour reform to...
Prasenjit K. Basu
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424 Views
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bullish
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Macroeconomics
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21 Mar 2024 00:05
India: Merchandise and Services Both Help Toward a CA Surplus in CY24
Goods exports grew 7.5%YoY in Jan-Feb24, leading to a decline in the merchandise deficit. With the services surplus up 20%YoY, a swing to a...
Prasenjit K. Basu
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216 Views
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bullish
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Macroeconomics
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07 Dec 2023 11:34
EM by EM #33: Early Hikers = Early Steepeners?
Conclusions up front:– The early hikers club comprising e.g. Brazil and Mexico could be a decent steepener trade from here as long as FX vol...
Steno Research
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396 Views
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bullish
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iShares MSCI Thailand
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29 Sep 2023 17:24
Bond Market Monitor: Prime Time Continues
Our thesis has not changed but the Fed appears to be more hawkish than expected. We believe inflation will remain sticky but declining consumption...
Bondcritic
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446 Views
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bullish
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Macroeconomics
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02 Jun 2023 16:19
India: Net Exports and Investment to Ensure 7%+ RGDP Growth as PSBR Moderates
RGDP grew 7.2%YoY in FY23, led by 10.4% GFCF growth GFCF and 7.5% PCE growth. In FY24, improving terms of trade will boost domestic demand, while a...
Prasenjit K. Basu
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520 Views
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