Shift Exposure From EAFE to EM
We are recommending a shift from developed international markets (EAFE) to emerging market equities, as the MSCI EM index is breaking topside...
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India: Corporate Liquidity Tightness Shows No Signs of Abating
We interacted with a few companies over the past week to gauge the current liquidity scenario. These include an infrastructure player, a tire maker...
491 Views
U.P. Loan Waiver: 'Populist' or a Necessity?
Post the Bharatiya Janata Party’s (BJP) decisive victory in the Uttar Pradesh (UP) state elections, alarm bells have commenced tolling in the...
4.2k Views
India's Lending Is Still Painfully Low in January
The collapse of lending in India remains well in place in January where annual growth is running at an anemic 3.3%. This is the same as in December...
543 Views
Anecdotes from India Mirror Poor Optimism: Bank Risk Remains
Since India’s demonetization, the government has lowered GDP forecasts, the Reserve Bank of India has signaled a less accommodative stance, and the...
510 Views