The Market Sentimentalist - New-FANG-Led Technology

India Politics: The Fight For "Big Prize In 2019" Is On, Three Messages from By-Election Results

Hogging the Limelight as the Fastest Growing Economy

Amareos

Ryan Shea

Thematic (Sector/Industry)

On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target range and the stock market is edging back to the recent highs seen in late January before global equity markets succumbed to a bout of anxiety-driven profit-taking.However, as is often the case, looks can be deceiving. When we examine the recent evolution of crowd-sourced sentiments in India not everything is as rosy as the official data seem to…

On the face of it the Indian economy is in good shape – economic growth is rebounding, inflation rates are converging to the central bank’s target range and the stock market is edging back to the recent highs seen in late January before global equity markets succumbed to a bout of anxiety-driven profit-taking.However, as is often the case, looks can be deceiving. When we examine the recent evolution of crowd-sourced sentiments in India not everything is as rosy as the official data seem to…

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