India - The Future Is Bright
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...
413 Views
India - Stake Sale Candidate Shortlist
The Government of India has already blown through the estimated full year fiscal deficit in the first seven months of the financial year due to...
543 Views
India - Deepening Gloom
The Indian economy is in deep downturn. Growth is likely to slow further in 3Q19. The corporate profit cycle is under pressure, meaning a private...
391 Views
India - From Down and Under
We were in India recently on a country research visit to talk to our contacts. The two questions on our mind (and we hope also Indian investors) ...
476 Views
Asian Resilience - Lies In Its Structural Strength
The recent data flow out of Asia has been weak whether it be Chinese industrial output, fixed investment or retail sales, Hong Kong tourist...
543 Views