India

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Economics

06SEP 2019

How trade wars are weakening the BRICs

Craig Botham explains why the economics team has downgraded the growth outlook across the BRIC economies this quarter, with weakness in 2020 driven by the trade war.

Economics

07AUG 2019

2019

JUNE

05JUN 2019

Economics

Why we’ve lowered our expectations for emerging markets growth

Craig Botham explains growth downgrades for Brazil and India for this year, and why Russia sees a slight upgrade.

APRIL

11APR 2019

Economics

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.

FEBRUARY

07FEB 2019

Economics

India's central bank takes a dovish turn

The central bank has cut interest rates but a pause may have been a more prudent option.

JANUARY

29JAN 2019

Markets

Perspective: the prospects for Indian assets in 2019

Politics could drive performance of Indian assets on a near-term basis, but the long-term fundamental case for investment in India is robust, argues India Investment Specialist, Jigar Gandhi.

2018

DECEMBER

11DEC 2018

Economics

Resignation rocks rupee and Indian reform outlook

The resignation of India’s central bank governor has implications for politics and financial markets

OCTOBER

05OCT 2018

Economics

Why India’s central bank may have made a mistake

We don’t find the reasoning behind the Indian central bank’s decision to leave rates on hold particularly persuasive.

AUGUST

31AUG 2018

Economics

India reaffirms status as the fastest growing major economy in the world

Quickview: Although flattering, the latest GDP data highlights the Indian economy’s resilience against the economic concerns emanating from China.