India: The Economy Is Turning Around Despite the RBI's Huge Policy Error
-India's plan to recapitalize the state-owned banks is audacious (injecting US$32bn of new capital) but simple (using the banking system's excess...
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India: Economy Gets A Booster-Shot
The Indian authorities unveiled a package of reforms yesterday which, taken together, add to up a welcome booster-shot to the economy. There are...
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Emerging Markets: REER View Mirror
The BIS's estimates of real effective exchange rates (REERs) have long been the gold standard for longer-run FX valuation. Our analysis of the...
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RBI: Holding Pattern
The RBI's six-berth MPC kept the policy rate unchanged at 6% as widely expected with the 'dove', Dr. Dholakia, voting for a 25bp rate cut. The main...
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Asia Pacific X Japan Portfolio Builder #7 - India Underweight Currency Problems Brewing
Despite positive momentum in reforms India has struggled to outperform in an Asian context. With the next election cycle already starting we...
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