India: Why Are Services Exports Not Rising?
India’s (net) services exports has historically been an important offset to widening deficit on the merchandise account. However, last few years...
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This Week in Macro: RBI V Govt, Italy Budget, GBP Brexit Scenarios, Short MXN, Prefer M'sia > India
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: EUR-GBP: Lots of moving parts involved,...
582 Views
India – Deposit Flight?
Credit quality is the over-riding risk for India’s banks. Low capital is a compounding risk. As the situation worsens, deposit flight is a very...
695 Views
Asia-Pac FX Valuations Special: Overweight IDR, INR, PKR Versus THB, KRW, TWD - Model* Portfolio
Currencies globally have seen significant turbulence this year - and the Asia-Pac region is certainly no exception. We cut through recent...
687 Views
Asian Equity Markets (Ex-China) Overview; Korea, Taiwan and India
India (neutral); bull and bear factors remain finely balanced before electionThe deterioration in India’s macro-economic ratios has continued apace...
468 Views