Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

<ul><li>Growth outlook remains tilted to the downside.</li><li> Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.</li><li>Room for further rate cuts on easing inflation and as demonetization hurts growth; downside risk to overvalued rupee with slow growth and rise in US yields.</li></ul>

Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural reforms.Room for further rate cuts on easing inflation and as demonetization hurts growth; downside risk to overvalued rupee with slow growth and rise in US yields.

Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates and lending as one of their central features. In the Islamic world, however, where the very concept of interest is forbidden under Sharia – Islamic law – consumers looking to reconcile their banking needs with their faith are increasingly turning toward Islamic banking systems.

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates and lending as one of their central features. In the Islamic world, however, where the very concept of interest is forbidden under Sharia – Islamic law – consumers looking to reconcile their banking needs with their faith are increasingly turning toward Islamic banking systems.

Consumer Finance in an Interest-Free World – An Overview of Islamic Banking

Asia focused research insights & advisory, Asia Advisors

Vinay Patel

Asia focused research insights & advisory

Asia Advisors

Asia Advisors is an independent financial advisory and research firm working closely with corporates and institutions to provide consulting solutions & research insights. We provide advisory services including capital solutions, business strategy and investment insights.
Firm is headed by Vinay Patel who has close to two decades of experience in research and business development at large, international investment banks such as HSBC and ICICI Securities. Led research efforts in areas of Macroeconomics, Asset Allocation & Investment Strategy for close to a decade in global & domestic research teams. As a business head in Singapore, advised top global investment management firms & Portfolio managers in Asia for India related investments.
Vinay was recently joined by Swapnil Manish, an investment banker and ex-ecommerce entrepreneur with more than 12 years of experience. Swapnil was the TMT banker at BNP Paribas and was part of several large M&A and ECM transactions (Bharti-Zain, Bharti Infratel IPO, Schneider-Zicom among several others). He's also had a stint as an ecommerce entrepreneur having launched & led Mumbai's first online grocery player.

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for Uber across cities, learnt during one of his early India visits. He was exhorting Indians to be hustlers during a guest lecture to aspiring tech entrepreneurs.  And India definitely seems to have lived up to its reputation of Jugaad/Hustlers once again after demonetization, as more than half of the outstanding High-Value notes (Rs8trn out of Rs15.3trn)…

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

Specialist in Indian Banking and Economic Research

Hemindra Hazari

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8, 2016. The withdrawing and replacing of 86% of the currency in circulation in a cash economy like India has led to an upheaval in markets leading to a severe shortage of cash. While supporters of the prime minister have hailed the move as a “surgical strike” against black money, there is nothing surgical or precision-guided about it and the entire…

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the Indian economy. But that would require his having the right diagnosis in the first place. The current approach is that India suffers from a 'balance sheet' issue of over-leveraged large corporates and banks burdened with poor asset quality. Resolving these issues through stringent asset recognition norms and recovery mechanisms combined with economic reforms will put India back on the track of high investments. However, RBI's own data shifts the spotlight elsewhere but strangely nobody appears interested in exploring further as it challenges the mainstream view.

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the Indian economy. But that would require his having the right diagnosis in the first place. The current approach is that India suffers from a 'balance sheet' issue of over-leveraged large corporates and banks burdened with poor asset quality. Resolving these issues through stringent asset recognition norms and recovery mechanisms combined with economic reforms will put India back on the track of high investments. However, RBI's own data shifts the spotlight elsewhere but strangely nobody appears interested in exploring further as it challenges the mainstream view.

India

Religare Enterprises is a diversified financial services company in India, operating as a core investment company. It provides a wide array of services including health insurance through Care Health Insurance, retail broking, and lending for Small and Medium Enterprises (SMEs) and affordable housing finance. The company was incorporated on January 30, 1984, and is headquartered in New Delhi, India.

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Religare Enterprises (RELG IN)

Marketnomix Insights : India Outlook

Growth outlook remains tilted to the downside. Fiscal and Monetary Policy have become confusing amidst a lack of meaningful structural...

Rajan Govil

Consumer Finance in an Interest-Free World – An Overview of Islamic Banking

The global banking system is constructed around the accrual of interest. Credit cards, loans, and other financial products rely on interest rates...

Euromonitor International Ltd.

'Indian Hustle' Undermines Govt Efforts to Curb Black Money: Demonetization May Be A Costly Mistake!

"Jugaad" is the popular Indian word for "Hustle", as the self-proclaimed hustling CEO Travis Kalanick who has been pushing legal boundaries for...

Asia Advisors

Demonetisation: Self Inflicted

In a move unprecedented in its scale in independent India, the Reserve Bank of India demonetised the Rs500 and Rs1,000 rupee note on November 8,...

Hemindra Hazari

Bank Credit Growth: Wrong Diagnosis ?

There are high hopes that Urjit Patel, the new RBI governor will attempt to revive bank lending, and thereby stimulate capital investment in the...

Hemindra Hazari

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