+91 99999 10781
How can we help?
To learn more about our services get in touch on +44 20 7246 7800 or firstname.lastname@example.org.
Recent India research
|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|
|India: On the road in Mumbai and New Delhi: Investor optimism is high, despite the looming risk of economic disruption, Shumita Sharma Deveshwar, Jon Harrison, 16 Feb 2017|
|India: On the road in Punjab ahead of crucial vote outcome, Amitabh Dubey, Shumita Sharma Deveshwar, 8 Feb 2017|
|India: Cautious budget does little to stimulate growth, Shumita Sharma Deveshwar, Amitabh Dubey, 2 Feb 2017|
See all our India research >>
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...