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Recent India research
|India: The return of farm loan waivers, Amitabh Dubey, 28 Apr 2017|
|Indian Reserve Bank seeks to regain its own voice, Shumita Sharma Deveshwar, 20 Apr 2017|
|India: Hindu hardliners on the ascendant, Shumita Sharma Deveshwar, 24 Mar 2017|
|India: The political consequences of Modi’s state election victory, Amitabh Dubey, 17 Mar 2017|
|India: On the road in Uttar Pradesh: Modi’s BJP set to win key election, Shumita Sharma Deveshwar, 8 Mar 2017|
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Ambitious reform agenda at risk
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...