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Recent India research
|The political consequences of Modi’s state election victory, Amitabh Dubey, 17 Mar 2017|
|India: On the road in Uttar Pradesh: Modi’s BJP set to win key election, Shumita Sharma Deveshwar, 8 Mar 2017|
|India: On the road in Mumbai and New Delhi: Investor optimism is high, despite the looming risk of economic disruption, Shumita Sharma Deveshwar, Jon Harrison, 16 Feb 2017|
|India: On the road in Punjab ahead of crucial vote outcome, Amitabh Dubey, Shumita Sharma Deveshwar, 8 Feb 2017|
|India: Cautious budget does little to stimulate growth, Shumita Sharma Deveshwar, Amitabh Dubey, 2 Feb 2017|
See all our India research >>
Indian autos about to slow
The passenger car industry faces headwinds in 2010 as the Reserve Bank of India raises interest rates and the effects of the powerful fiscal stimulus that included bonus payments to government employees and a cut in excise taxes wear off. But we believe the dip in sales largely represents a return to a more sustainable rate of expansion; the industry’s attractive long-term secular growth trajectory remains...