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
India: MPC Makes the Right Decision on Interest Rates
Against the expectation of most economists and policymakers, the Monetary Policy Committee chose to keep rates unchanged on Friday while it changed...
452 Views