India Economy And Banks - It Ain't Over Yet
India is getting harder and harder to analysis as an economist. Macroeconomic data quality has always been poor at the best of times, but half...
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The Investment-Led Recovery Has a Broader Base, and Corporate Earnings Are Gaining Too
The world’s fastest-growing large economy has regained its momentum, with real GDP likely to exceed 8% YoY in the current quarter, and to...
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Investment-Led Rebound to 7.2% Real GDP Growth
A 12% YoY surge in fixed investment spending enabled real GDP to accelerate to 7.2% YoY growth in the Oct-Dec 17 quarter. Agriculture,...
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Chart of the Day: Only One Asia Economy Has De-Leveraged Since The GFC. Guess Who?
Only one Asian economy has seen its total leverage (as a % of GDP) slip since the GFC: India. Using 2008Q3 as the base period, India's total...
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The Long-Awaited Investment Revival Is Here
-India's Economic Survey for 2017/18 correctly points out that the "twin balance sheet problems" of weak corporate and bank balance sheets have...
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