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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Great Game 2.0: More Moves On The Chess Board
China and India's jockeying for position and strategic influence across the Pacific Ocean can be seen as a new 'Great Game' for the 21st century as...
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