Geopolitical Strategy
Countries In-Depth
Post-Election India: A Blessing In Disguise?
The Indian election outcome is a positive development for the country’s long-term socio-economic outlook. Indian stocks, however, remain vulnerable in the near term due to sharply slowing nominal sales and surging real borrowing costs. Indian domestic bonds, on the other hand, are a buy.
BCA Research | Emerging Markets Strategy
Critical input for global and EM investors as it provides global macro investment themes as well as recommendations for EM equities, currencies, and fixed income.
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