Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
146 Views
Chart of the Day: Achhe Din!
It is usual to start to the New Year with a horrible hangover. The Indian economy, by contrast, however appears to be finally shaking off the...
117 Views
India: Fiscal Slippage
Two recent developments confirm that India's chances of meeting its 3.2% of GDP budget deficit target for FY2018 are fading. First, data from the...
92 Views
Gujarat Election Setback: Modi Needs a Growth Revival Well Before May 2019
The Gujarat election results will be declared later today (18 December). All the exit polls suggested that the BJP would romp to victory there --...
125 Views
Chart of the Day: Down The Rabi Hole
India's Q3 GDP data showed a welcome re-acceleration in growth after five successive quarters of slowdown. But, at 6.1% y/y, gross value added...
100 Views