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) ...
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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...
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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...
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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...
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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...
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