India: 2019 Outlook - Strong Growth but Growing Risk of Policy Mistake
The Indian economy is in a sweet spot currently. On one hand economic growth is strong and on the other hand, some of the risks have abated due to...
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India: What Now After Urjit Patel's Resignation?
The RBI Governor resigned yesterday, only the second time that a sitting RBI Governor has resigned before his term has ended. The last time this...
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India: Why Are Services Exports Not Rising?
India’s (net) services exports has historically been an important offset to widening deficit on the merchandise account. However, last few years...
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This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
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India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
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