Shumita Sharma Deveshwar

Director, India Research
+91 98718 22780

Amitabh Dubey

Political Analyst, India Research
+91 99999 10781

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Recent India research

* India: Strong economic growth to remain local, Shumita Sharma Deveshwar, 15 Jun 2017
* India: Return of cash bodes ill for tax revenues, Amitabh Dubey, 1 Jun 2017
* India: GST rollout threatens supply disruptions, Shumita Sharma Deveshwar, Amitabh Dubey, 25 May 2017
* India: Political decisions will disrupt reform, Amitabh Dubey, 18 May 2017
* India: Headline GDP obscures unbalanced growth, Shumita Sharma Deveshwar, 4 May 2017

See all our India research >>

India: Why the “hope premium” on asset prices will not last

Overview

Even as investors breathed a sigh of relief after the Reserve Bank of India kept interest rates steady at its 18 December monetary policy meeting, the hard reality is that structural fault lines remain in the economy: no lasting solutions are in sight for controlling an intractable inflation problem and a chronic fiscal deficit. We believe that markets will also be disappointed in the outcome of the forthcoming elections and the likely continued impediments to policy execution. The...

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