India: 2019 Outlook - Strong Growth but Growing Risk of Policy Mistake
The Indian economy is in a sweet spot currently. On one hand economic growth is strong and on the other hand, some of the risks have abated due to...
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India: What Now After Urjit Patel's Resignation?
The RBI Governor resigned yesterday, only the second time that a sitting RBI Governor has resigned before his term has ended. The last time this...
527 Views
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...
529 Views
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,...
541 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...
626 Views