- March 18, 2021
A macro look at global investor allocation to Indian asset markets as the world frets over Inflation.
- February 21, 2021
The government has shocked the bond markets and cheered the equity markets with its new budget - will increased spending spur growth?
- January 05, 2021
2020 has been a year of facing, learning and adapting to the unknown. We look to the year ahead and what is to come.
- November 24, 2020
India's macro-economic policy leaders tackle the trilemma dilemma of capital mobility, exchange rate management and monetary autonomy.
- December 23, 2019
The year gone by for the Reserve Bank of India has been anything but boring, uneventful, staid and apolitical.
- November 03, 2014
When you tune in to a new FM station, you hope to hear a different song. The new FM offers little change.
- August 11, 2014
We are not India bears. We are India bulls. So what will the true economic growth be like during 5 years of Modi’s rule?
- June 02, 2014
Market expectations for the new government offers new realities and challenges to value investors.
- May 05, 2014
Not since 1984, has India voted so decisively in favor of a single party.
- February 03, 2014
Through this cycle of expectations and disappointment, opportunities exist for those tempted by near-term events.
- August 05, 2013
The irrational exuberance of the go-go years of the BRIC fairy tale has given way to irrational dejection.
- February 11, 2013
When Religion and Politics come together to deliver corruption free infrastructure.
- November 05, 2012
The Indian government thinks it has a silver bullet in its new FDI retail policy - to solve the country's macro challenges.
- December 05, 2011
The India Story remains one of quality product sold at affordable prices to the nameless mutineers going about their daily grind.
- January 01, 2010
We explore the Indian economy's trajectory comprising of 3 orbits - crony capitalism, production and infrastructure.
- July 17, 2017
We are not jumping on the tables and celebrating the slam dunk of GST. We need to see the data points evolve.
- December 07, 2015
Our two big ideas to unleash the Indian economic elephant.
- June 08, 2015
On June 25, 1975 Prime Minister Indira Gandhi – without consulting her Cabinet colleagues in the then Congress government – sent a letter to the President of India recommending the suspension of individual rights and freedom. The infamous Emergency was born with this statement: “In exercise of the powers conferred by the Clause 1 of Article 352 of the Constitution, I, Fakhruddin Ali Ahmed, President of India, by this Proclamation declare that a grave emergency exists whereby the security of India is threatened by internal disturbance”.
- March 06, 2017
We consider the geopolitical macro view that forms the background to our bottom up value investing approach.
- October 15, 2022
Will India be downgraded to Junk? The key rating sensitivity is whether India will reach its growth potential.
- October 07, 2020
The Growth versus Markets conundrum - markets have rallied despite growth slowing and corporate earnings flat. Does growth actually matter?
