Amitabh Dubey

Director of 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

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The March of the Third Front

Overview

Domestic political uncertainties have made at least some contribution to the underperformance this year of Indian financial asset prices relative to those in other emerging markets. The most likely outcome of the national election now under way – a governing coalition anchored by one of the two national parties, the ruling Indian National Congress or the opposition Bharatiya Janata Party (BJP) – makes this political risk premium look attractive because it implies no material change...

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