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: Politics hampers RBI’s battle for credibility, Shumita Sharma Deveshwar, 13 Jul 2017
* India: Food deflation changes electoral dynamics, Amitabh Dubey, 7 Jul 2017
* India: Bad debt problem to test RBI’s resolve, Shumita Sharma Deveshwar, 29 Jun 2017
* 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

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The cost of breaking the economy's speed limit

Overview

The deteriorating global economic climate ought ordinarily to facilitate Indian market outperformance: the local economy is relatively insulated from the global market, its consumers continue to spend and GDP growth is still around 7 per cent. Assessing whether Indian equities will be able to repeat their outperformance in the wake of the global financial crash of 2008 calls for an all-round review of macroeconomic and structural reform policies. The picture that emerges is not...

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