India

Highlight

Economics

07FEB 2019

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

2018

OCTOBER

05OCT 2018

Economics

Why India’s central bank may have made a mistake

We don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.

AUGUST

31AUG 2018

Economics

India reaffirms status as the fastest growing major economy in the world

Quickview: Although flattering, the latest GDP data highlights the Indian economy’s resilience against the economic concerns emanating from China.

01AUG 2018

Economics

India's supposedly neutral central bank sounds decidedly hawkish

Today’s rate hike is unlikely to be the last given inflation is accelerating.

MAY

04MAY 2018

Markets

Monthly markets review - April 2018

A look back on what happened to equities and bonds in April, as the oil price rallied.

FEBRUARY

13FEB 2018

Markets

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

2017

DECEMBER

05DEC 2017

Markets

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DEC 2017

Markets

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.