Anecdotes from India Mirror Poor Optimism: Bank Risk Remains

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<br>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.

Adani Ports & Special Economic Zone (ADSEZ IN)

Mahindra & Mahindra Fin Services Ltd. (MMFS IN)

Cholamandalam Investment and Finance (CIFC IN)

Glaxosmithkline Consumer Healthcare (SKB IN)

Procter & Gamble Hygiene and Healthcare (PG IN)

ICICI Prudential Life Insurance (IPRU IN)

Marketnomix Insights : India Outlook