India - The Future Is Bright
The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory...
370 Views
India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
316 Views
India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
334 Views
Some EM Economies Are Adding Fiscal Stimuli to Monetary Easing. Turkey Will Have to Halt Rate Cuts
The global economy is slowing, and the IMF has called on policymakers to supplement monetary policy easing with fiscal stimuli. Depending on their...
397 Views
RBI Too Cautious: Shrinking Twin Deficits Allow Room for More Aggressive Rate Cuts
The RBI cut its policy rate by just 25bp on Friday (October 4th), to 5.15%, bringing the total reduction this year to 135bp. We expect the policy...
458 Views