EM Technicals: Overweight Asia; Indian Banks Are Breaking Out; Bottom-Up Ideas
Asia is leading EM higher. In this week's Chart Book, we highlight the following themes and actionable charts: Overweight Asia. In today’s...
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India: All Things Bearish
What doesn't look goodIs it a temporary phenomenon?Housing credit growth slowing even before demonetizationNoRERA slowing down real estate...
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India: Discretionary Demand Recovers While Staples Continue to Languish
Auto sales post strong rebound from demonetization lowsPassenger vehicle (PV) sales in India grew 22% YoY in April, the strongest showing since the...
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Sector Capsule: Laundry Care in India
Headlines Laundry care records current value growth of 9% in 2016 to reach INR205 billion in 2016 With increasing awareness, consumers are shifting...
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Oil Cess - Squeezing the Economy
Historically, India’s net oil subsidy was a myth after factoring taxes on petroleum products. But in the last two years, as oil prices declined...
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