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India Treasury (INDIA GOVT)
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bullish
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Thematic (Sector/Industry)
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31 May 2019 23:29
The New Industrial Revolution Will Transform India over the Next Half-Decade
With the biggest electoral mandate that any government has had in the economic-reform era (since 1991), PM Modi is set to unleash Big Bang reforms...
Prasenjit K. Basu
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650 Views
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bearish
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India Treasury
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27 May 2019 12:05
India Rates: Improving System Liquidity Could Keep the Yield Curve Steep
The domestic interest rate market in India has been short of funds since September, 2018. In response the Reserve Bank of India has undertaken one...
Bondcritic
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602 Views
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bullish
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Thematic (Sector/Industry)
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23 May 2019 19:58
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...
Prasenjit K. Basu
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663 Views
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bearish
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Macroeconomics
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12 Mar 2019 23:58
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...
Ashutosh Datar
103 Views
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bullish
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Thematic (Sector/Industry)
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01 Mar 2019 16:09
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....
Virgil Fernandez Esguerra
707 Views
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