India: Making The (Up)Grade
Moody's decision to upgrade India's sovereign rating is long overdue given India's superior medium-term growth prospects and its impressive tempo...
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Chart of the Day: Taking The Pulse
Think Indian inflation dynamics and one word above all should spring to mind: pulses! These legumes might only account for 2.4% of the CPI basket...
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India: The Economy Is Turning Around Despite the RBI's Huge Policy Error
-India's plan to recapitalize the state-owned banks is audacious (injecting US$32bn of new capital) but simple (using the banking system's excess...
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India: Economy Gets A Booster-Shot
The Indian authorities unveiled a package of reforms yesterday which, taken together, add to up a welcome booster-shot to the economy. There are...
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Emerging Markets: REER View Mirror
The BIS's estimates of real effective exchange rates (REERs) have long been the gold standard for longer-run FX valuation. Our analysis of the...
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