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...
365 Views
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...
348 Views
Rebounding Investment Boosts the Fastest Growing Economy to 8.2% YoY Growth: Strength to Persist
The consensus expectation is that the world's fastest-growing economy, India, will decelerate markedly from the 8.2% YoY growth recorded in...
271 Views
India Economy & Interest Rates - Downside Risks
Both consensus and the Reserve Bank of India are forecasting 7.4% growth in the current fiscal year. So far the economy is exhibiting good growth...
255 Views
India, Indonesia & Philippines - Further Currency Weakness, Higher Rates To Come
Emerging markets have been rattled by the deepening balance of payments crisis in Turkey and Pakistan. In both countries international reserves are...
412 Views