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Economics

11APR 2019

Indian elections: does Modi matter?

Craig Botham previews India’s general election, which starts today, and assesses the past five years under Prime Minister Modi.

2018

FEBRUARY

13FEB 2018

Economics

Investing in India: how might reforms affect stockmarket returns?

With growth expected to have bottomed, what lies ahead for India’s stockmarket in 2018?

2017

DECEMBER

05DEC 2017

Economics

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.

05DEC 2017

Economics

Outlook 2018: Emerging market equities

We believe the outlook for emerging market equities remains positive, albeit we expect returns to be more modest in 2018.

NOVEMBER

30NOV 2017

Economics

Indian growth data disappoints again

Quickview: Indian GDP growth misses expectations again with agriculture and construction still dragging on performance

OCTOBER

04OCT 2017

Economics

Is the emerging markets revival sustainable?

In this in-depth Q&A, our panel of experts discuss the outlook for emerging market assets, from both a bonds and equities point of view.

04OCT 2017

Economics

Indian central bank holds its ground as growth slows

As expected, the Reserve Bank of India (RBI) left rates unchanged at 5.75%, with concerns over both slowing growth and rising inflation present. There seems little chance of further easing this year.

JUNE

02JUN 2017

Economics

TalkingEconomics: Emerging markets forecast update - diverging fortunes

We have downgraded most of the BRIC economies as idiosyncratic stories deteriorate. China escapes unscathed, with a slowdown still expected later this year after a strong first quarter, as tighter policy bites.