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The risk from Pakistan,
Amitabh Dubey,
8 Mar 2010
The Indian government will be restrained in its response to terror attacks so as to protect economic growth |
Regional security |
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Food inflation exposes policy failings,
Shumita Sharma Deveshwar,
4 Mar 2010
Government mismanagement and a dovish central bank will result in a prolonged period of rising prices |
Macro policy |
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Fertilizer price reform – the Indian government’s best move YTD,
22 Feb 2010
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Agriculture/food |
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Commercial property misses the recovery bus,
Shumita Sharma Deveshwar,
11 Feb 2010
The prospect of stagnant office rentals has broader economic significance |
Infrastructure |
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Smaller states will promote economic growth,
Amitabh Dubey,
27 Jan 2010
But regional fragmentation heightens short-term political and corruption risks |
Politics/governance |
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Indian autos about to slow,
Shumita Sharma Deveshwar,
15 Jan 2010
A drop in 2010 auto sales will not signal a change in long-term demand drivers |
Consumer |
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Food inflation will be the key macro driver in 2010,
Shumita Sharma Deveshwar,
16 Dec 2009
The inevitable introduction of short-term monetary policy measures will not address the structural causes of rising food prices |
Macro policy |
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Dealing with the capital surge,
Amitabh Dubey,
16 Dec 2009
Rising inflation is likely to spark rapid rupee appreciation in 2010 but not strong capital controls |
Macro policy |
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The housing price rebound is built on sand,
Shumita Sharma Deveshwar,
25 Nov 2009
Slow credit growth, limited physical transactions and high developer inventories will cap further increases |
Infrastructure |
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Why India's consumer goods sales are beating market expectations,
Shumita Sharma Deveshwar,
17 Nov 2009
Resilience of rural demand and mass consumption boosts revenue growth |
Consumer |
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The Maoist threat to industry in central India,
Amitabh Dubey,
6 Nov 2009
A military campaign to suppress leftist insurgents raises the likelihood of attacks on metals and mining companies |
Politics/governance |
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Urban water’s new wave,
Shumita Sharma Deveshwar,
30 Oct 2009
Increased government financing driving more and larger water projects is creating new opportunities for private firms |
Infrastructure |
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Infrastructure update: Activity picks up in power, roads and ports,
Shumita Sharma Deveshwar,
6 Oct 2009
Infrastructure equipment suppliers will be the main beneficiaries of improved investment momentum |
Infrastructure |
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New pension plan will deepen financial markets,
Amitabh Dubey,
28 Sep 2009
But regulatory changes for the plan’s rapid growth will take another two-three years |
Politics/governance |
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INDIA: Making India’s national highways investor-friendly,
Amitabh Dubey,
11 Sep 2009
Land acquisition and contract term improvements promise to revitalise India’s road-building programme |
Infrastructure |
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INDIA: Pakistan policy could erode post-election political premium in equity markets,
Amitabh Dubey,
21 Aug 2009
Manmohan Singh faces internal party challenges to his Pakistan overtures |
Regional security |
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INDIA: Mass consumption is holding up but brands are suffering,
17 Aug 2009
Consumers are abandoning higher-end brands searching for value for money |
Consumer |
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INDIA: Rural demand to the rescue,
Shumita Sharma Deveshwar,
6 Aug 2009
Rural consumption is cushioning the decline in overall growth as rural demand becomes more broad based and less dependent on unpredictable monsoons |
Consumer |
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India’s affordable housing offers no quick fix for the real estate industry,
Shumita Sharma Deveshwar,
7 Jul 2009
The low-margin, competitive affordable housing market cannot neutralise the burden of large land banks and debt on developers’ profitability. |
Infrastructure |
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India: Why growth will not bounce back,
Shumita Sharma Deveshwar,
18 Jun 2009
Domestic demand will continue to support India's economic growth, but at a lower level than market participants expect. |
Macro policy |
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India: Judging the new government,
Amitabh Dubey,
8 Jun 2009
Governance will improve under a stronger Congress-led coalition |
Politics/governance |
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The March of the Third Front,
Amitabh Dubey,
22 Apr 2009
A multiparty coalition excluding the two national parties is a real possibility |
Politics/governance |
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Roads programme turning the corner?,
Amitabh Dubey,
7 Apr 2009
The highway building programme has disappointed so far but new opportunities are emerging |
Infrastructure |
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Political instability on the horizon,
Amitabh Dubey,
19 Feb 2009
The Congress Party has the advantage in the run-up to the elections, but a weak coalition government could still result |
Politics/governance |
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Where are India’s growth drivers?,
Shumita Sharma Deveshwar,
30 Jan 2009
The domestic demand-driven economy still offers pockets of growth, especially in consumer demand and infrastructure-related businesses |
Macro policy |
