India Equities: Worst of Valuation Excesses Eliminated but Not Yet Time to Be Overweight
As highlighted in The Heavy Burden of Valuations, Indian equities were under the heavy burden of valuations for the last several months. Since that...
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India: Trends in SME Lending - The Predictable and the Surprising Bits
Data from SIDBI-CIBIL's MSME Pulse suggests that while in aggregate MSME loans are growing at a modest pace, there is a stark divergence between...
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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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