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...
558 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...
328 Views
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...
371 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...
321 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...
500 Views