Judging by the formidable growth in the number of signatories to the Principles for Responsible Investment (PRI), sustainable investment has […]
The Indian government’s greater focus on affordable housing adds a building block to the economy’s recovery, contributing to a revival […]
On the night of 8 November, as the world awaited the results of the US elections, India was split between […]
Indian monetary policy moved into a new era as the newly-formed monetary policy committee (MPC) cut the country’s key rate […]
After almost a decade-long wait, India’s Upper House approved in August the introduction of a unified goods and services tax, […]
India’s GDP growth accelerated in the first quarter of 2016 to a scorching 7.9% year-on-year (YoY), from 7.2% YoY in […]
As expected, the Reserve Bank of India (RBI) cut its key policy repo rate by 25bp to 6.50% on 5 […]
Once considered one of the ‘Fragile Five’, India has returned to the forefront on the back of greater macroeconomic stability […]
From FY 2010 to FY 2014, forgeign portfolio investors purchased close to USD 90 billion in the Indian equity market, which provided it with steady support.
The RBI seems to have taken advantage of a favourable inflation outlook to ‘front-load’ its recent rate cut to help accelerate economic recovery in India.
Considerable churn in the top league of Indian equities can create stock-picking opportunities for benchmarked and unconstrained investors.
India’s budget for the fiscal year to March 2016 (FY16) has successfully managed to balance maintaining fiscal discipline and promoting […]
The Indian equity market reached new highs in 2014, with the MSCI India gaining close to 25%. However, investors with […]
2014 was a year of recovery for Indian equities. Boosted by improving fundamentals, decisive general election results and reaccelerating growth, […]
On 15 January, the Reserve Bank of India (RBI), led by Raguram Rajan, reduced its key policy rate by 25bp, marking the first rate cut in almost two years.
In our view, India has an equity market that, especially when compared with those of the other BRIC economies, is particularly well structured towards converting economic growth into shareholder value.
The recent cheapening of commodities could benefit India – a net commodity importer – as it offsets inflationary pressures, reduces its current account and fiscal deficits and supports growth.
After slowing for the last three years, GDP growth in India accelerated to 5.7% year-on-year by the end of Q2 2014, marking its fastest pace in 10 quarters.