IL&FS Crisis: Quantifying the Impact on CP Market - Almost US$9bn of Lower Issuances
The IL&FS crisis deepened in late August/early September when IL&FS defaulted on its commercial paper (CP) obligations and rating agencies...
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India: Benign September CPI, Improving Industrial Growth
Even as the headline CPI ticked up slightly in September, the uptick was modest and core inflation declined for the second consecutive month. More...
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India: RBI Survey Suggests Broad Based Economic Activity
Every quarter RBI publishes the results of its industrial outlook survey that gives us insights into the industrial sector of the economy. Unlike...
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Indian Financial Sector - Rumbled
We are neutral on Indian equities in our relative regional portfolio and expect the rupee to depreciate further against the the US dollar. The...
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India - Growing Resilience
There is no disputing that the Indian economy has gone from strength to strength. Growth hit a nine-quarter high of 8.2% YoY in 2Q18. We could see...
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