Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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On the Road in India: Infrastructure Building, Industrial Acumen and the Buzz of Rapid Expansion
-On a fortnight-long trip, I got many reminders that India is a far more industrialized economy than is widely realized. With the glaring exception...
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India Annual Outlook and Update - FY17&18
IntroductionWe normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report...
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Unusual Phenomenon of Marginally Higher Industrial Production During Demonetisation Period
The Index of Industrial Production (IIP) for February was announced on April 12, 2017 at -1.2% yoy as against the consensus forecast of 1.3% to...
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Near-Term Opportunities and Threats in Emerging Markets - Who Benefits from Commodity Weakness?
Changes in commodity prices, the outlook for U.S. rates and inflation have shuffled the deck in emerging market investing.Emerging market equities,...
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