Amitabh Dubey

Political Analyst, India Research
+91 99999 10781

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Recent India research

* India: Stake sales to test Modi’s political will, Shumita Sharma Deveshwar, 10 Aug 2017
* India: Competition with China enters new phase, Amitabh Dubey, 3 Aug 2017
* India: Smooth GST rollout masks important risks, Shumita Sharma Deveshwar, 27 Jul 2017
* 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

See all our India research >>

Ambitious reform agenda at risk

Overview

Global factors have overcome the headwinds of poor macroeconomic numbers and uninspiring political leadership to spark an Indian equity market rally in recent weeks. But market outperformance in H2/11 will require major policy changes to overcome the drag from continuing inflation and, in our view, significant further monetary tightening. The good news is that we expect the government to press ahead with an ambitious legislative and policy agenda. However, the Congress Party’s mixed...

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