India

The economy’s consumer parachute The economy’s consumer parachute, Shumita Sharma Deveshwar, 16 Dec 2008
As investment falls, relatively stable consumption will enable a soft landing
Consumer
* Credit crunch squeezes the infrastructure sector, Shumita Sharma Deveshwar, Teresa John, 26 Nov 2008
Lower interest rates and better-structured projects are necessary for infrastructure investment to pick up again
Infrastructure
The politics of Indian financial sector reform The politics of Indian financial sector reform, Amitabh Dubey, 13 Nov 2008
The gradualist model avoids political roadblocks
Politics/governance
* Vertigo in the real estate market, Shumita Sharma Deveshwar, 23 Oct 2008
The credit crunch has magnified downside risks
Infrastructure
* E-commerce industry nascent but increasingly active, Shumita Sharma Deveshwar, 8 Sep 2008
Companies use hybrid models to work around India-specific challenges
Consumer
* New risks in power, Amitabh Dubey, 26 Aug 2008
Coal price controls and institutional reforms avert an electricity crisis
Infrastructure
* India: The slow but steady emergence of coastal shipping, Shumita Sharma Deveshwar, Teresa John, 3 Aug 2008
Development of minor ports and expansion of multimodal logistics firms will support growth
Infrastructure
* Judging the judiciary, Amitabh Dubey, 8 Jul 2008
Gains from judicial independence are undercut by lack of accountability, damaging India’s economic potential
Politics/governance
* India: Pharmaceutical ferment, Shumita Sharma Deveshwar, 25 Jun 2008
Ranbaxy’s sale highlights the range and depth of opportunity in the Indian pharmaceutical sector
Consumer
India: The populist trap India: The populist trap, Shumita Sharma Deveshwar, Amitabh Dubey, 12 Jun 2008
The government’s mismanagement of fuel price policy endangers investor confidence
Macro policy
* India's power merchants, Amitabh Dubey, 22 May 2008
National electricity market slowly switches on
Infrastructure
* Indian retail logistics, Shumita Sharma Deveshwar, Amitabh Dubey, 6 May 2008
Third-party logistics industry is set to take off
Consumer
* How to think about infrastructure in India and China, Deepak Gopinath, Larry Brainard, 14 Apr 2008
India’s private sector-led projects offer the best opportunities
Infrastructure
* Successful fiscal escapism, Shumita Sharma Deveshwar, 7 Mar 2008
Surging tax revenues reduce the risks from Indian budgetary populism
Macro policy
* Moderating the flow, Amitabh Dubey, 21 Feb 2008
Capital controls are back on the central bank’s agenda
Macro policy
* India's inflation in focus, Shumita Sharma Deveshwar, 6 Feb 2008
Election season means domestic factors will outweigh global considerations
Macro policy
* The trouble with public-private partnerships, Shumita Sharma Deveshwar, Teresa John, 30 Jan 2008
Private investment is ready but projects to absorb it are not
Infrastructure
* Tata's Nano, Amitabh Dubey, 25 Jan 2008
Innovative product must first overcome economic hurdles
Consumer
* Growth derailed, Amitabh Dubey, Teresa John, 18 Jan 2008
Connectivity bottlenecks limit payoff from development of port infrastructure
Infrastructure
* Wind in India’s sails, Shumita Sharma Deveshwar, 17 Jan 2008
Government policies help India emerge as global power in wind energy
Infrastructure
* After Benazir, Amitabh Dubey, 9 Jan 2008
Revival of normal politics will stem the tide of radicalism
Regional security
* Left outflanked, Amitabh Dubey, 21 Dec 2007
The governing coalition’s Communist partners are irrelevant to the progress of reform
Politics/governance
* India's urban water supply outlook, Shumita Sharma Deveshwar, Teresa John, 20 Dec 2007
Water sector reform starts trickling down
Infrastructure
* Stability in small towns, Shumita Sharma Deveshwar, 13 Dec 2007
IT companies are branching out to smaller cities to protect against employee poaching and rising costs
Macro policy
* Setting sail, Amitabh Dubey, Teresa John, 7 Dec 2007
Gaining a foothold in global shipbuilding
Infrastructure