India: Money Markets Remain Stressed but Banks Picking up the Slack
The IL&FS crisis continues to impact money markets. October saw almost US$6bn of lower CP issuances relative to the trend on top of a US$9bn...
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India's FDI Problem
FDI in India has declined in the first 5 months of the current financial year. At current rate full year FDI will be the lowest in the last 4-5...
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India: Ease of Doing Business Ranking Jumps; But What Does It Mean?
The World Bank published the results of its latest Doing Business Report a couple of days back. India continued to make impressive gains in the...
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India Equities: Worst of Valuation Excesses Eliminated but Not Yet Time to Be Overweight
As highlighted in The Heavy Burden of Valuations, Indian equities were under the heavy burden of valuations for the last several months. Since that...
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India: Trends in SME Lending - The Predictable and the Surprising Bits
Data from SIDBI-CIBIL's MSME Pulse suggests that while in aggregate MSME loans are growing at a modest pace, there is a stark divergence between...
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