Is GST Turning Inflationary for India: An Analysis of the July CPI Spike?
Inflation rate as measured by CPI jumped to 2.4% y-o-y for the month of July (from 1.5% y-o-y in June) against market expectation of 1.9%. July was...
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India: Trim Positions in an Overvalued Market Compounded by RBI Policy Error
We recommend that investors reduce India to Underweight in their portfolios, as the market has become very expensive. The trailing P/E ratio (of...
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RBI Bares Its New Teeth
Lack of progress in resolving India's non-performing asset (NPA) imbroglio has been a vital, and frustrating,  headwind for the economy over the...
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India: Structural Issues Causing Broad Based Slowdown Across the Economy
Energetic reforms in the three years since the Modi government took power have elevated India's global economic status. However the moderation in...
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Asian Credit Monitor: Moody's Downgrade on China Is the First Domino to Fall
Moody's 24-May downgrade of China's local currency and foreign currency senior unsecured debt rating to A1 (from Aa3) confirms what we wrote back...
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