Karnataka "Victory" A Mixed Blessing for Modi, Especially in the Context of 2019
After "winning" in Karnataka, Modi's BJP is stronger nationally, with the main opposition Congress party no longer ruling any state with more than...
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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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Week Ahead in Global Macro: Powell in Congress, Italian Elections, PMIs, US PCE, Brexit Speech
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Short Italian stocks and bonds on...
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