India - Pushing Ahead with Reforms
India is between a rock and a hard place. However, the government’s latest labour market and agriculture reforms have laid the foundations for a...
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Asian Exports & Covid - Best Is Behind
Economic disruptions due to Covid-19 reduced global US dollar purchasing power by US$3.8trn in the first half of the year. Compared with advanced...
488 Views
India - Dark Times
India is not technically in recession – defined as two back-to-back quarters of negative growth- and it plausible that one might be narrowly...
424 Views
Asian Inflation Risks Contained
Consumer inflation pressures remain well contained in Asia for now. Asian money supply growth has accelerated appreciably as regional central...
356 Views
India: Economy Recovering, but Valuations Are Stretched as Covid Hits EPS Growth
With valuations soaring to all-time highs (as EPS slumped and real GDP likely declined 15-20% YoY amid Covid), we recommend taking profit on the...
386 Views