India: Bond Markets Calm Down, but Risks Increasing
Bond markets in India have calmed down a bit in the last few weeks. Long bond yields have stabilised and the short-term spreads have narrowed...
463 Views
Undue Pessimism over India's Exports
India’s merchandise exports have not grown for 6 years now – they were US$306bn in FY12 and they were US$303bn in FY18, the year just gone by. In...
671 Views
India: Monetary Tightening Inevitable, Will Start to Hurt...
The third meeting of the Monetary Policy Committee (MPC) for FY19 starts on Monday with the rate decision on Wednesday (1st August). The backdrop...
520 Views
Indian Rupee's Depreciation Should Be Welcomed Rather than Resisted
The Indian rupee has fallen 8% YTD and if it remains here, 2018 will be the 4th worst year for the Indian rupee (vis-à-vis the US Dollar) in the...
620 Views
TRY Fuel for USD Strength in Asia
The following webcast outlined our USD bull positioning and rally targets into a USD peak cycle with a focus on Turkish Lira fresh weakness adding...
503 Views