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bearish
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Macroeconomics
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11 Sep 2020 22:44
India - Dark Times
India is not technically in recession – defined as two back-to-back quarters of negative growth- and it plausible that one might be narrowly...
Sharmila Whelan
308 Views
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bullish
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Macroeconomics
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21 Aug 2020 17:19
Pakistan: A Pleasant Surprise
While he Covid-19 pandemic rages on in India, her neighbour Pakistan has bought the outbreak under control with surprising speed and efficiency....
Sharmila Whelan
265 Views
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bearish
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Macroeconomics
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14 Aug 2020 23:33
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...
Sharmila Whelan
270 Views
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bearish
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Macroeconomics
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22 May 2020 19:08
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...
Sharmila Whelan
106 Views
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bullish
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Cross Asset Strategy
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30 Apr 2020 21:37
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...
Prasenjit K. Basu
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438 Views
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