A more positive view of global prospects and impact on Asia: We disagree with the ADB update
There is an upside to Southeast Asian growth prospects: it would be a mistake to turn more pessimistic now. Our analysis of Asia’s outlook runs...
268 Views
India: Bihar elections loom, Modi in political pressure cooker
Senior BJP leaders are caught between the crossfire of Lalit Modi and Vyapam scams, tainting the Modi brand name. While BJP posted strong results...
228 Views
India: long-term game changers
India's cyclical momentum has been slowing, and with big reforms still not materialising, some scepticism has been creeping into the Indian growth...
230 Views
Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
235 Views
KVP'S MACRO TAKE: INDIA = BABY CHINA... TIME TO GROW...
The coming week sees a flurry of Fed speakers & heavy econ data from the US (CPI) & China (1Q GDP) Probably most anticipated main central...
226 Views