India - Overweight
We reiterate our overweight call on Indian equities. Our December Austrian Stress Indicator update suggested that the business cycle was still...
453 Views
Fiscally-Prudent Budget Benefits Farmers, Informal Workers; Lower Policy Rate to Spur Faster Growth
India's finance minister, Piyush Goyal (standing in for Arun Jaitley, who was hospitalised for cancer treatment just 8 days ago) delivered a...
355 Views
India: Budget 2019 - Hello Populism
The NDA Government presented its 5th and final budget before they face elections in a few months’ time. This budget should have been a non-event...
335 Views
India: Unimpressive Data on Organised Sector Job Creation
One of the important ongoing debates in the country has been on the topic of Job creation. In the absence of a official household survey, the...
468 Views
India Policy Rates - Case For A Cut Builds
A cut in interest rates is coming. The case is compelling. Headline inflation is easing and is now running well below the RBI’s forecasts. System...
379 Views