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Macroeconomics
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01 Nov 2019 19:19
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) ...
Sharmila Whelan
337 Views
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bearish
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Cross Asset Strategy
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16 Oct 2019 18:30
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...
Tatiana Orlova
401 Views
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bearish
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Thematic (Sector/Industry)
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05 Jul 2019 16:14
Cox & Kings Fiasco: India’s Credit Ratings Agencies Are Unfit and Unaccountable
The appalling record of incompetence, and likely worse, by India’s credit rating agencies (CRAs) continues to lengthen. The latest instance is the...
Hemindra Hazari
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535 Views
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bullish
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India Treasury
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03 Jul 2019 18:09
India Rates: INR Bond Market - The Participants
With central banks turning accommodative in their monetary policies, Emerging Market Bonds are attracting interest again. Indian local currency...
Bondcritic
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498 Views
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bullish
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Thematic (Sector/Industry)
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29 Jun 2019 18:35
Central Bank Independence Quietly Buried, Without a Murmur from Credit Rating Agencies
The resignation of Viral Acharya, deputy governor, Reserve Bank of India (RBI) six months before his term was to end, was preceded by the...
Hemindra Hazari
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465 Views
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