Pakistan: A Pleasant Surprise
While he Covid-19 pandemic rages on in India, her neighbour Pakistan has bought the outbreak under control with surprising speed and efficiency....
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India: No Silver Lining
There Is No Silver Lining to the Dark Cloud Hanging over the India. The Economy Is Probably in Recession Already. Banks Are Lending but to the...
345 Views
India - Bets Are Off
A recession is now baked in the cake. Prospects of India getting to the next sustainable private investment-led business cycle upswing have receded...
159 Views
Active Vs Passive Investing in the Indian Context
With the market rallying at the beginning of the year and then falling faster, we decided to take a look at how large cap Indian mutual fund...
463 Views
India - In a Bind
We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation...
396 Views