India Bank Plunge Pivot and Nifty Macro Trend Inflections
Indian banks display a clear bearish relative and absolute cycle lead to the Nifty which has satisfied our macro wave 5 cycle projection at...
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India: Benign Inflation, Not so Positive Growth Data and Pause in Monetary Tightening
While headline CPI inflation fell sharply in August, that was largely due to food inflation which continues to surprise on the downside. That said,...
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India: No Need for Overseas Bond Issue to Stem Fall in the Rupee
At current rate, 2018 will be the third worst year for the Indian rupee in the last 25 years. The rupee has already fallen more than 13% Ytd. Yet,...
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India: Bond Markets Calm Down, but Risks Increasing
Bond markets in India have calmed down a bit in the last few weeks. Long bond yields have stabilised and the short-term spreads have narrowed...
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Undue Pessimism over India's Exports
India’s merchandise exports have not grown for 6 years now – they were US$306bn in FY12 and they were US$303bn in FY18, the year just gone by. In...
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