Landslide Triumph for Modi Prepares the Ground for Economic Transformation
Prime Minister Narendra Modi has been re-elected in a landslide victory, with his BJP party leading in 300 constituencies (up from 282 in 2014) in...
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India: Weaker Growth, Benign Inflation Implies Continued Monetary Easing
The weak January industrial production data and benign inflation data for February reinforce the belief that the economy has hit a soft patch. With...
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Global EM Special: Andean Condors Vs Asian Elephants - Where Is the Growth in EM?
Global growth is expected to slow over the coming quarters, possibly years - and emerging market economies are certainly not immune from this....
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India: Monetary Policy Review - One More Rate Cut Likely
At the first monetary policy meeting of the new RBI Governor, the MPC reduced the policy rate by 25bps to 6.25% and changed the stance of monetary...
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India: Budget 2019 - Hello Populism
The NDA Government presented its 5th and final budget before they face elections in a few months’ time. This budget should have been a non-event...
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