Insights
Does India Gain or Lose From China’s Massive Stimulus and Stock Rally?
Does India gain or lose from China injecting its economy with its second-largest stimulus package in history?
Why Are Indian Stocks Losing Their Buy Status?
As of this week, the number of stocks on the NSE Nifty 200 index with a consensus ‘buy’ rating has plummeted to just 61, the lowest figure in at least a decade.
India Has the Third-Most Unicorns. Can It Be First?
India has the third most unicorns — start-ups with at least a $1 billion valuation — of any country, only behind the U.S. and China.
India Must Let Go Of Its Grudge Against China
India can only become a manufacturing hub once it integrates itself into the global electronic and manufacturing supply chain...
A Credit-Deposit Mismatch Is Holding Back India
India’s growth has been hindered by a credit-deposit growth mismatch, which has anchored down...
IPO Flipping Continues
Major investors and QIBs are playing hot potato with Indian stocks — despite being responsible for...
Is the RBI Independent?
The RBI is not the chief monetary policymaker in India; that title belongs to...
India Used to be Socialist. What Happened?
At its founding, India’s architects designed a centrally-planned economy...
Earnings are Plumetting. Why?
Indian earnings for companies worth $600M or more dropped by 30 percent...
How Do Federal Reserve Rate Cuts Impact India?
Fed rate cuts would give RBI more room to cut its own...
Remove Food from Inflation Target, Top Economist Argues
Food prices put upward pressure on inflation, but...
Why are Indian Equities So Overvalued?
On the heels of India’s tax hikes on equity trading, aimed to hamper…
India’s Severe Underemployment Crisis
A Reuters survey of economists found the majority to say that the…
Why Modi Underwhelmed in the 2024 Elections
When voting finished on June 1 2024, every exit poll confirmed…
India Should Privatize Its Banks, Fmr. RBI Leaders Say
During the 2024-2025 Union Budget speech, Finance Minister…