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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On the Road in India: Infrastructure Building, Industrial Acumen and the Buzz of Rapid Expansion
-On a fortnight-long trip, I got many reminders that India is a far more industrialized economy than is widely realized. With the glaring exception...
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India Annual Outlook and Update - FY17&18
IntroductionWe normally send out a monthly update on the Indian markets. April being the beginning of a new financial year, this month's report...
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