India: RBI Governor's Fate Uncertain
Will Reserve Bank of India Governor Raghuram Rajan’s term be renewed? Rajan’s 3-year contract ends on 3 September but attacks on him by senior...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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India to See Further Acceleration Under Modi, but Opposition Remains a Hurdle
India to see further acceleration under Modi, but Opposition remains a hurdle Narendra Modi completes two years in power and with India posting...
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India: State Assembly Elections Modestly Boost Modi but at a High Cost
The recently concluded state assembly elections were closely watched to see if Modi could regain political momentum after significant defeats in...
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India: State Elections Help Bolster Modi's Agenda
The election results from 5 states where the BJP has traditionally been non-existent (Assam, West Bengal, Tamil Nadu, Kerala and the city of...
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