India
India: A Pronounced Cyclical Oil Demand Slump…
Today we are also publishing a Special Report titled Chinese Auto Demand: Time For A Recovery? Highlights India is the third-largest world consumer of crude oil. Hence, fluctuations in its oil consumption is a non-negligible factor behind global oil prices. India’s petroleum demand growth…
Today we are also publishing a Special Report titled Chinese Auto Demand: Time For A Recovery? Highlights India is the third-largest world consumer of crude oil. Hence, fluctuations in its oil consumption is a non-negligible factor behind global oil prices. India’s petroleum demand growth…
The Outlook For Domestic Indian Bonds…
India: Local Bond Yields Hold The Key To Stock Prices…
Highlights We are upgrading Indian stocks from underweight to neutral within an EM equity portfolio. Nevertheless, the outlook for the absolute performance of Indian share prices remains downbeat. Odds are that local bond yields will rise due to a widening budget deficit. Higher bond yields…
Highlights We are upgrading Indian stocks from underweight to neutral within an EM equity portfolio. Nevertheless, the outlook for the absolute performance of Indian share prices remains downbeat. Odds are that local bond yields will rise due to a widening budget deficit. Higher bond yields…
India Is Joining The “Kick The Can Down The Road” Club…
Chart II-1Indian Stocks Failed To Break Major Resistance Levels
Indian Stocks Failed To Break Major Resistance Levels…
Analysis on India is available below. Highlights Moderate RMB depreciation is consistent with the economic as well as political objectives of Chinese authorities. Yet, this is bad news for EM currencies and risk assets. As EM currencies depreciate, driven by a weaker RMB and lower commodities…