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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
Government negotiations are not one-sided
Gains from judicial independence are undercut by lack of accountability, damaging India’s economic potential
Private capital chases digital and online media as diversification becomes vital
A strong economic rebound would likely follow a successful election outcome
Oil supply constraints are driving the market
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