India Budget FY2017/18: Prudent, but with a Focus on Boosting Investment
The fiscal deficit for FY2017/18 is projected to decline to 3.2% of GDP (from a likely 3.5% of GDP this year), despite a big 25% YoY projected...
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Trade Intensity Leading to Asian Expansion
A recovery in global demand led by the G3 advanced economies have fed into export upturns in trade-focused East Asian economies. Japan, South...
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Demonetisation: Update From the South
On my second trip to India after demonetisation I expected to undergo the same hardship as my earlier trip in December. The only consolation was...
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Pre-Budget: Marginal Room for Stimulus
On the eve of the budget, shares on the stock market have rallied, raising hopes of the long delayed revival in private sector capital expenditure...
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Emerging Market Equities in 2017; Key Issues to Monitor by Market (Part 1 of 7)
In this series of reports, we focus on the major sovereign and corporate governance drivers of the individual emerging markets. As usual the...
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