Shumita Sharma Deveshwar

Director, India Research
+91 98718 22780

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Recent India research

* India: Fiscal policy puts Modi at odds with RBI, Shumita Sharma Deveshwar, 12 Oct 2017
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* India: RBI firm on inflation, despite growth risk, Shumita Sharma Deveshwar, 14 Sep 2017
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See all our India research >>

India: Headline GDP obscures unbalanced growth

Overview

India’s fulfilment of its promise to become the world’s fastest-growing major economy with a stable government that enjoys a business-friendly image has sent equity markets to record highs and the rupee rallying. The pain from demonetization has eased, the government is set to implement key reforms and Prime Minister Narendra Modi is on a roll in terms of electoral victories, which, in themselves, portray India as a politically stable country. But, in our view, this is an...

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