Second Year Review of Modi Govt: Silverlinings in Growth & Infra; Rajan Says on Cusp of a Revolution
Narendra Modi government completes two years in office this month and initial euphoria surrounding his victory has been quickly replaced by...
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New Saudi Oil Minister, Old Saudi Oil Policy
This weekend saw the retirement of long-serving Saudi oil minister Ali al-Naimi and his replacement by the Chairman of Aramco, Khalid al-Falih.At...
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Asian Outlook and the Implications for Monetary Policy
Export growth remains lacklustre and mostly contractionary. The only bright spots for exports are Malaysia and Vietnam, but even Malaysia’s export...
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Drivers of Asian Growth - Part 3
This note analysing the drivers for selected ASEAN economies is Part 3 of three parts on Asian growth. It focuses on Thailand, Malaysia,...
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End of a Dry Spell - Ampersand Newsletter April 2016
Ampersand Investment Advisors LLP (Ampersand) is a SEBI licensed investment advisory firm managed by professionals with over 40 years of collective...
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