India - The Future Is Bright
The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory...
370 Views
India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
309 Views
INDIA: Illiquid INR Government Bonds to Outperform
2019 has been a good year for investors in local currency Indian government bonds but we see a year of mediocre returns in 2020. A combination of...
488 Views
India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
333 Views
Some EM Economies Are Adding Fiscal Stimuli to Monetary Easing. Turkey Will Have to Halt Rate Cuts
The global economy is slowing, and the IMF has called on policymakers to supplement monetary policy easing with fiscal stimuli. Depending on their...
395 Views