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 >>

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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