India: RBI Faces a Tough Balancing Act
Business sentiment is optimistic, but credit is an issue: According to the latest Ficci Business Confidence Survey, the Overall Business...
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Global Competitiveness Index 2016: Winners and Losers in Asia
India is surging in global competitiveness, gaining 16 positions in the rankings - the largest gain of any country ever. Backed by expanding...
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Exports Add to Cyclical Momentum, but Valuations Are Stretched
With the current account set to swing to a surplus this year, and FDI inflows robust, the Indian rupee will outperform EM currencies. Although...
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India Market Outlook & Update (Sept-Oct 2016)
Market OverviewThe benchmark indices ended on a negative note for the period. The market saw selling pressure due to Urjit Patel’s appointment as...
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The Fortune at the Bottom of the Pyramid(Part 2): Investment Implications for Frontier/Emerging Asia
This insight outlines which frontier and emerging markets in Asia offer the best opportunities for investors and outlines multiple investment...
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