The overpricing of country risk stems from fundamental misperceptions – which, however, are here to stay

Raw materials costs, not supply constraints, are driving prices higher

Restructuring-driven investment will support growth, and the strong will become stronger

Companies use hybrid models to work around India-specific challenges

The short-term impact will be limited as the government overcomes bureaucratic and regulatory obstacles

Better government financing plans and growing industry sales still leave the sector’s potential unfulfilled

Ultimate recovery hinges on several complicated political variables

Coal price controls and institutional reforms avert an electricity crisis

Neither falling oil prices nor the fundamentals support an extended sell-off in natural rubber

Asset quality problems could hit some banks in the months ahead, but government support will emerge

Legislation benefits companies as well as workers, while cost increase is exaggerated

Agribusiness, housing and computer-related retail sales should weather the cycle well

A consumer finance segment that will likely remain robust despite higher interest rates

Real estate attracts diaspora and regional institutional investor interest as a play on economic recovery

Development of minor ports and expansion of multimodal logistics firms will support growth

China responds to global slowdown by stepping up export sector restructuring

Higher transport costs will affect supply chain decisions but relocation will not happen overnight

The Western High-Speed Diameter in St Petersburg has become a live test case

The Central Bank is steering the economy towards a soft landing

Sector modernisation and rising disposable incomes drive growth