Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p style="text-align: justify;">The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory stance.  While the near term outlook remains troubled and we remain underweight Indian equities heading into 2020, we believe the long-term structural growth story has never looked stronger.</p>

The government and the RBI have belatedly realised that India is in dire straits and that it is time to ease policy and the tough regulatory stance.  While the near term outlook remains troubled and we remain underweight Indian equities heading into 2020, we believe the long-term structural growth story has never looked stronger.

DSP BlackRock Liquidity Fund (DSLQYDG IN)

India - The Future Is Bright