Amitabh Dubey

Director of India Research
+91 99999 10781

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Recent India research

* India: Fiscal policy puts Modi at odds with RBI, Shumita Sharma Deveshwar, 12 Oct 2017
* India: Gujarat poll to test identity vs economics, Amitabh Dubey, 5 Oct 2017
* India In Charts: A disappointingly slow recovery ahead, Shumita Sharma Deveshwar, 21 Sep 2017
* India: RBI firm on inflation, despite growth risk, Shumita Sharma Deveshwar, 14 Sep 2017
* India: Modi risks losing control of jobs narrative, Amitabh Dubey, 8 Sep 2017

See all our India research >>

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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