Content type

Strong Indian GDP Data Belies Economic Slowdown

Country Risk / India / Mon 04 Mar, 2024

Key View

  • The economy grew by 8.4% y-o-y in Q4 2023 according to expenditure data but production data show a 6.5% rise in GDP instead.
  • We are therefore not convinced that activity picked up and are sticking to our narrative that the economy is set to slow over the coming quarters.
  • Prolonged Red Sea disruptions are a key downside risk to
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Quick View: Pfizer Will Continue To Expand Its Presence In India With The Aim To Support Medical Innovation

Pharmaceuticals / India / Thu 29 Feb, 2024

The Latest: On February 26 2024, Pfizer took a significant step to foster innovation in India's burgeoning startup ecosystem, particularly in the healthcare sector. The drugmaker unveiled a strategic partnership with the National Institute of Pharmaceutical Education & Research (NIPER) in Ahmedabad, India. This alliance is focused on empowering

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India: Upside Risks To Policy Rate View From Red Sea Attacks

Country Risk / India / Thu 08 Feb, 2024

Key View

  • The RBI left policy settings unchanged, as we and the consensus had been expecting.
  • We still expect the Bank to begin easing at its next meeting in Q2 2024, but Houthi attacks in the Red Sea have introduced significant uncertainty.
  • We also maintain our call that the Bank will lower its policy rate to 5.5% by end-2024.

The

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Modi To Lead India Again, But Reforms To Remain Gradual

Country Risk / India / Wed 27 Dec, 2023

Key View

  • We expect PM Modi and the Bharatiya Janata Party to score another landslide win at the upcoming 18th Lok Sabha elections due in mid-2024.
  • However, PM Modi’s enduring popularity despite a patchy reform track record does not bode well for reform momentum heading into a putative third term.
  • We therefore remain circumspect about the
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