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Économie

06SEPT. 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.

Économie

07AOÛT 2019

2019

JUIN

05JUIN 2019

Économie

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.

AVRIL

11AVR. 2019

Économie

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.

FÉVRIER

07FÉVR. 2019

Économie

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.

2018

DÉCEMBRE

11DÉC. 2018

Économie

Resignation rocks rupee and Indian reform outlook

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

OCTOBRE

05OCT. 2018

Économie

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.

AOÛT

31AOÛT 2018

Économie

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.

01AOÛT 2018

Économie

India's supposedly neutral central bank sounds decidedly hawkish

Today’s rate hike is unlikely to be the last given inflation is accelerating.