India: Benign September CPI, Improving Industrial Growth
Even as the headline CPI ticked up slightly in September, the uptick was modest and core inflation declined for the second consecutive month. More...
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India: RBI Survey Suggests Broad Based Economic Activity
Every quarter RBI publishes the results of its industrial outlook survey that gives us insights into the industrial sector of the economy. Unlike...
307 Views
Indian Financial Sector - Rumbled
We are neutral on Indian equities in our relative regional portfolio and expect the rupee to depreciate further against the the US dollar. The...
353 Views
India - Growing Resilience
There is no disputing that the Indian economy has gone from strength to strength. Growth hit a nine-quarter high of 8.2% YoY in 2Q18. We could see...
335 Views
Rebounding Investment Boosts the Fastest Growing Economy to 8.2% YoY Growth: Strength to Persist
The consensus expectation is that the world's fastest-growing economy, India, will decelerate markedly from the 8.2% YoY growth recorded in...
260 Views