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India’s hopes for solar dominance dimmed but not extinguished
Two years after setting 2030 solar targets, India is falling behind schedule, but a robust economy and thirst for energy will continue to fuel its solar boom.
Chart Room: Building a bigger bloc of BRICS
With one country continuing to pull far more economic weight than everybody else, the significance of BRICS expansion will be more diplomatic than economic.
Getting ahead of India’s settlement reform
India’s plan to shorten the settlement period for stock trading may create significant upheaval for market participants and investors
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Asia’s shifting growth model
Market leadership continues to evolve across Asia-Pacific, with potential inflation making some markets look more resilient than others.
Chart Room: India eyes a bigger slice of export markets
Rapid income growth means more Indian households are buying their first mod cons, while government policies aim to turn India into a major exporter of them.
Chart Room: The rapid rise of digital payments in India
The technological transformation of India’s economy has accelerated in recent years, as can clearly be seen in the accelerating shift to digital transactions.
Why India’s ‘fallen angel’ risk is rising
India’s ballooning debt levels amid a structural growth slowdown have raised the risks of an imminent downgrade by credit ratings agencies.
Unlocking India’s structural opportunities: 10 charts
Reforms and new infrastructure paving the way for manufacturing investment and employment will be key to unlocking India’s next stage of development.
Central banks in emerging markets hop on the bond-buying bandwagon
EM central bankers are taking a page from the developed-market playbook and purchasing local bonds as a way to cushion the blow
How India’s economy is navigating Covid-19
As the world begins to come out of lockdowns and economies normalise, India can offer bright spots for emerging market investors.
India’s tax cut hits the reset button
We believe India’s domestic demand-driven structural growth story continues to provide compelling opportunities for long-term investors.
India election: Modi for longer
Fresh mandate to help Modi push for further reforms.
Coalition government could be on the cards in India
India’s ruling Bharatiya Janata Party (BJP) will return to the polls between April and May. But this time a coalition government might be on the cards.
State election results and RBI governor’s exit do not change India’s long-term investment thesis
State election results and RBI governor’s exit do not change India’s long-term investment thesis
India’s fundamentals remain strong despite falling rupee stoking EM fears
Volatile emerging markets have raised concerns that India could be the next casualty in the EM rout
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