India’s pledge to achieve net zero by 2070 is admirable. But the path announced by Prime Minister Modi at COP26 toward achieving that goal is - to...
Global | Key themes 2022: Strong recovery amid shifting risks
Posted by Ben May on Dec 7, 2021
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong...
India | Vaccine surge to energize consumption in 2022
Posted by Priyanka Kishore on Oct 8, 2021
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The uptick in inoculations is...
India | Why the jump in household savings won’t be permanent
Posted by Priyanka Kishore on Sep 24, 2021
Indian households have hoarded savings through the Covid crisis, although to a lesser extent than the rest of the world. Emerging from the pandemic,...
EM currencies gain as growth returns, but boom unlikely
Posted by Adam Slater on Apr 6, 2021
Emerging market currencies tend to move with the economic cycle. Consequently, after losing ground in 2020, they have recently shown signs of...
Global | Scorecard shows vulnerability to supply chain disruption
Posted by Stephen Foreman on Feb 16, 2021
Disruption to global supply chains has resurfaced in recent months, as material shortages and freight delivery delays have damaged manufacturers’...
India | Biting the fiscal bullet
Posted by Priyanka Kishore on Feb 2, 2021
Markets have cheered today’s budget, which was perceived to be growth-oriented with an emphasis on infrastructure spending. The revised estimates for...
Myanmar | Military coup threatens economic recovery
Posted by Sian Fenner on Feb 1, 2021
On February 1, Myanmar’s military seized control of the country, announcing a one-year state of emergency and the replacement of democratically...
A synchronized recovery to take root
Posted by Sian Fenner on Jan 27, 2021
Economic growth has picked up from the sharp falls in Q2 2020, but the recovery across the ASEAN-6 economies has been uneven. Varying success in...
Treasury steepeners and the risks | Global
Posted by Gaurav Saroliya on Oct 28, 2020
The bear-steepening of the US yield curve has accelerated with growing hopes of a blue wave in the US. A political disappointment is a single biggest...