India: Robust Economic Momentum Despite Some Seeming Fiscal Deterioration
Services (53% of GDP) grew 10.3%YoY in Apr-Jun'23, and should grow 8.5% for the full year. Manufacturing to grow 6%+, benefiting from a low base in...
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Decoding Credit Cycles: BRICS and New Entrants in Focus
Since its establishment in 2009, the BRICS consortium, comprising Brazil, Russia, India, China, and South Africa, has evolved into a formidable...
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India: Net Exports and Investment to Ensure 7%+ RGDP Growth as PSBR Moderates
RGDP grew 7.2%YoY in FY23, led by 10.4% GFCF growth GFCF and 7.5% PCE growth. In FY24, improving terms of trade will boost domestic demand, while a...
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Postcard from HK <> SG | "The Frog in the Well"
Engaged in valuable interactions with analysts and portfolio managers with an objective to understand views on India & grasp regional markets.
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Aequitas: NSE Pre-IPO - Thoughts on Valuations
National Stock Exchange (NSEIN IN) is looking to raise upto US$2.5bn in its India IPO. In this note, we talk about valuations.
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