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Amit Goel
Blog 2 min read

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.

Amit Goel + 3 others | 6 May 2021

Nathan Sribalasundaram
Article 5 min read

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.

Nathan Sribalasundaram + 2 others | 19 April 2021

Amit Goel
Article 4 min read

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.

Amit Goel + 2 others | 9 December 2020

Eric Wong
Article 5 min read

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

Eric Wong + 4 others | 29 May 2020

Amit Goel
Article 4 min read

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.

Amit Goel + 4 others | 7 May 2020

Medha Samant
Blog 3 min read

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.

Medha Samant | 27 September 2019

Sandeep Kothari
Blog 4 min read

India election: Modi for longer

Fresh mandate to help Modi push for further reforms.

Sandeep Kothari + 1 other | 23 May 2019

Akash Tillu
Blog 2 min read

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.

Akash Tillu | 31 January 2019

Sandeep Kothari
Blog 2 min read

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

Sandeep Kothari + 1 other | 13 December 2018

Medha Samant
Blog 2 min read

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

Medha Samant | 19 September 2018

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