Amitabh Dubey

Director of India Research
+91 99999 10781

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Recent India research

* India: On the road - Modi likely to win tough poll, Amitabh Dubey, Shumita Sharma Deveshwar, 11 Dec 2017
* India In charts: No easy fix for the economy as polls approach, Shumita Sharma Deveshwar, 30 Nov 2017
* India: New Congress takes the fight to the BJP, Amitabh Dubey, Shumita Sharma Deveshwar, 27 Nov 2017
* India: State banks still stand on shaky ground, Shumita Sharma Deveshwar, 9 Nov 2017
* India: On the road in Uttar Pradesh: GST woes hurt Modi’s popularity in busy poll season, Shumita Sharma Deveshwar, Amitabh Dubey, 26 Oct 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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