India

NOVEMBER

30NOV 2017

Economics

Indian growth data disappoints again

Quickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performance

OCTOBER

09OCT 2017

Markets

Why economic growth has been a mirage for emerging market investors

The link between emerging market companies' earnings and GDP growth is tenuous. We explain why investors are better off focusing on fundamental analysis of individual companies.

06OCT 2017

Global Market Perspective

Global Market Perspective Q4 2017

Small caps, global liquidity, and seven-year returns are among the topics in the spotlight in the latest economic and asset allocation views covering Q4 2017.

04OCT 2017

Markets

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

04OCT 2017

Economics

Indian central bank holds its ground as growth slows

As expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.

JUNE

02JUN 2017

Economics

TalkingEconomics: Emerging markets forecast update - diverging fortunes

We have downgraded most of the BRIC economies as idiosyncratic stories deteriorate. China escapes unscathed, with a slowdown still expected later this year after a strong first quarter, as tighter policy bites.

MARCH

03MAR 2017

Economics

TalkingEconomics: World economic recovery faces inflation headwind

In the monthly summary of our views on the global economy we highlight the growing threat inflation poses.

02MAR 2017

Markets

India's domestic story stands out amid mixed Asian picture

Some readers will be aware of our thoughts on China and its credit-fuelled investment bubble. But it’s not all doom-and-gloom in Asia, with India a case in point.

FEBRUARY

28FEB 2017

Economics

India shrugs off demonetisation concerns with GDP surprise

Although it is good news that latest GDP data has surpassed expectations, it might imply that the demonetisation policy has been a failure.

27FEB 2017

Economic and Strategy Viewpoint

March 2017

This month our economists focus on the inflationary headwind to the global recovery, become cautiously more optimistic on Europe, and explain their more positive view on emerging markets.