Winners as Trade Is Diverted from China: Vietnam, Taiwan, SKorea, India, S'pore, Mexico
The US has raised tariffs on US$200 billion of imports from China to 25% (from 10% previously), and initiated the process of imposing similar...
762 Views
Indian Election Antics
India is in an election year. Sensibility has gone out of the window, replaced by fantastical promises and irresponsible spending. If the Modi...
675 Views
RBI to Unwind Its Policy Error, but Not Fast Enough; External Sector to Lead Rebound
We expect the RBI's MPC to cut the policy (repo) rate by 25bp on 4th April, thereby unwinding the policy error it made last year by raising the...
741 Views
India: Modi's Charisma Set to Overcome the Headwinds of Incumbency and Electoral Pacts
If the election were to be held at the end of last week, we estimate that the BJP would have won just 213 seats, and the NDA it leads 265 --...
1.2k Views
India: Weaker Growth, Benign Inflation Implies Continued Monetary Easing
The weak January industrial production data and benign inflation data for February reinforce the belief that the economy has hit a soft patch. With...
233 Views