The Long-Awaited Investment Revival Is Here
-India's Economic Survey for 2017/18 correctly points out that the "twin balance sheet problems" of weak corporate and bank balance sheets have...
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Chart of the Day: Core Revival
India's inflation rebound continued largely as expected in December. Headline CPI picked up to 5.2% y/y vs. 4.9% y/y in November; its first five...
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Global: 18 for '18 - Part 2
Our next batch of non-consensus calls for 2018 shifts gears to emerging markets. Specifically: India will regain its crown as the fastest...
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Chart of the Day: Achhe Din!
It is usual to start to the New Year with a horrible hangover. The Indian economy, by contrast, however appears to be finally shaking off the...
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India: Fiscal Slippage
Two recent developments confirm that India's chances of meeting its 3.2% of GDP budget deficit target for FY2018 are fading. First, data from the...
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