Refine by sector
Latest articles in India

Are the rate setters changing their tune?

What exercised me yesterday, was the contrarian price action of markets following some fairly chunky US inflation data - of which there is considerably more to come - see JK's note on this which is still worth a read if you haven't yet done so. If so...
ING Think
ING Think 14 April 2021
Are the rate setters changing their tune?
Are the rate setters changing their tune?

US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain

US withdrawal suits Pakistan more than India... In the short term, the desire for an orderly troop withdrawal will align US interests with those of Pakistan (to exert restraint on the Taliban) and the subsequent shift of the balance of power in favou...
Tellimer Research Hasnain
Hasnain Malik @ Tellimer Research 14 April 2021
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain
US withdrawal from Afghanistan will leave neighbours wary: 5 charts to explain

India’s best shot at the Covid-19 second wave

Daily new Covid-19 infections surged to 170k over the last weekend (11 April), the highest ever since the onset of the pandemic in February 2020. Maharashtra has been dominating the charts since the beginning of the pandemic with cumulative cases so ...
ING Think
ING Think 14 April 2021
India’s best shot at the Covid-19 second wave
India’s best shot at the Covid-19 second wave

Asia poised to react to US inflation numbers

How to position for this figure? And he notes that with inflation likely to be closer to 3% than 2% over the coming years, this raises the chances of a late 2022 Fed rate hike. It seems like Janet Yellen will not be looking to name China as a currenc...
ING Think
ING Think 13 April 2021
Asia poised to react to US inflation numbers
Asia poised to react to US inflation numbers

A Volatile First Quarter Delivers Gains

Chinese internet stocks have struggled in recent weeks amid tighter regulatory scrutiny, higher US Treasury yields and block trades linked to a troubled hedge fund. Stocks in the Philippines slid as a widening contagion led to renewed restrictions in...
Franklin Templeton
Franklin Templeton 9 April 2021
A Volatile First Quarter Delivers Gains
A Volatile First Quarter Delivers Gains

IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021

Emerging and Developing Asia (+8.6% in 2021; +6.0% in 2022) remain the growth locomotive of the emerging and developing world. Given the recent rise in core rate yields, tighter financial conditions pose a noteworthy risk to the recovery. EM Asia is ...
ING Think
ING Think 8 April 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021
IMF: Weakening fiscal balance sheets biggest concern for EM beyond 2021