India: No Silver Lining
There Is No Silver Lining to the Dark Cloud Hanging over the India. The Economy Is Probably in Recession Already. Banks Are Lending but to the...
262 Views
India - Bets Are Off
A recession is now baked in the cake. Prospects of India getting to the next sustainable private investment-led business cycle upswing have receded...
102 Views
India: Uniquely De-Leveraged, and Poised for a Capex-Led Rebound in a Low-Brent World
Amid a strict lock-down, labour market reforms and electronics-sector incentives have been added to an ultra-low corporate tax regime to woo FDI...
423 Views
India & Covid-19 – Modi’s Knee Jerk Reaction Costs the Poor and Businesses
The prospects of an outright recession are very real. Mr Modi’s 21-day lockdown was ill-conceived and has left India’s already enfeebled economy in...
553 Views
India - In a Bind
We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation...
319 Views