India: Fiscally Conservative Government Doesn't Need a Global Finance Star
We consider any sell-off in INR or India equities upon Raghuram Rajan's announced departure from the RBI a buying opportunity. India under Modi/NDA...
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India: RBI Governor Bids Adieu, India Loses a Game Changer
Reserve Bank of India Governor Raghuram Rajan will step down: Rajan informed RBI staff that he will step down when his 3-year term ends on...
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India: RBI Governor's Fate Uncertain
Will Reserve Bank of India Governor Raghuram Rajan’s term be renewed? Rajan’s 3-year contract ends on 3 September but attacks on him by senior...
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Dollar Shakeout Shifts EM Positioning
Charonics weekly Monday 6 June 2016 Dollar shakeout shifts EM positioningOur base case has called for long US equities and short Europe and EM’s....
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India to See Further Acceleration Under Modi, but Opposition Remains a Hurdle
India to see further acceleration under Modi, but Opposition remains a hurdle Narendra Modi completes two years in power and with India posting...
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