Consumer Loans Boom in India & There Is More Ahead: Lower Yields, 7th Pay Plan & EComm to Drive
Consumer loan segment in India is growing at over 20% YoY, a fresh high post the GFC, as new categories drive growth and banks use analytics to...
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ANIMAL SPIRITS REPORT 1: Macro Backdrop - Base Jumping the Fed with Oil and Inflation Expectations
Asia Pacific Investment Strategy In the following series of introductory notes, Animal Spirits will outline the investment process and...
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GDP Decelerates Amid Slumping GFCF, but Exports Lead a Cyclical Turnaround
India's real GDP decelerated to 7.1% YoY growth in Apr-Jun 2016 (1Q-FY2016/17), the slowest in five quarters, as fixed investment declined at its...
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Whatever Happened to BRICS?
Until recently the grouping of Brazil, India, China, Russia - and later South Africa - under the rubric of BRICS seemed to make sense. Now, as...
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Softer September with a Stronger USD
September weakness is viewed as a buying opportunity near ideal S&P support at 2,120. Weakness falls within corrective parameters as long as we...
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