India: long-term game changers
India's cyclical momentum has been slowing, and with big reforms still not materialising, some scepticism has been creeping into the Indian growth...
335 Views
Asian Monetary Policy Outlook
Asian monetary policy outlook: results of our Taylor Rule-based model China is behind the curve and needs to ease more aggressively. The...
342 Views
THE MACRO TAKE: NEXT 2WKS ARE HIGH OCTANE! FED, US 1Q GDP, RBNZ, BoJ, RBA & US NFP
The next two weeks will have some of the most potent events of the 1H of the year Weds Apr 29 sees the Fed meeting & 1Q US GDP, Thu Apr 30 is...
401 Views
KVP'S MACRO TAKE: INDIA = BABY CHINA... TIME TO GROW...
The coming week sees a flurry of Fed speakers & heavy econ data from the US (CPI) & China (1Q GDP) Probably most anticipated main central...
330 Views