Deputy Chief Economist

Sharmila Whelan

Independent and original Asian investment research

Aletheia Capital

Aletheia Capital (HK) Ltd. (previously known as Asianomics) combines the extensive knowledge of its experienced team with technology and regulatory changes to disrupt Global Markets business in Asia. The firm is completely independent with no conflicts of interest either on Investment Banking advisory or Capital Markets execution.

Macroeconomics

<p>We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation not only limits monetary policy flexibility but more importantly risks further denting household discretionary purchasing power and eroding corporate profitability. The government’s ability to boost investment spending remains in doubt.</p>

We are underweight India in our relative regional equity portfolio. Economic activity remains weak. The recent uptick in consumer price inflation not only limits monetary policy flexibility but more importantly risks further denting household discretionary purchasing power and eroding corporate profitability. The government’s ability to boost investment spending remains in doubt.

DSP BlackRock Liquidity Fund (DSLQYDG IN)

India - In a Bind