INDIA: CPI Inflation at 22 Month High – Rate Cut Unlikely
Consumer Price Index (CPI) inflation came in at 5.8% in June 2016, similar to the rise recorded in May 2016 – the highest rate since August 2014....
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Headwinds for India – Brexit and Its Impact Via Other Countries
As the global financial markets grapple with the decision taken by the UK to exit the EU, it is clear that the question of future referendums in...
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Post Rajan World: Potential Red Flags to Watch & Why Strong Personality Head Imp in EMs Institutions
The reforms credentials of Modi government have been dented with news of exit of Raghuram Rajan, Governor Reserve Bank of India (RBI) in September....
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Concrete Gains - Buy Cement, Hold on to NBFCs
We will soon hit the 1QFY17 results season in July and we expect earnings to hold ground in FY17 thus breaking the downward revision cycle. Â Our...
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Ear to the Ground - May 2016
In our second newsletter, we highlight some of the key trends/observations from the host of meetings, calls and analyst meets we attended in the...
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