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GDP Miss Suggests Further Rate Cut

India's real GDP growth slowed to 7.0% y-o-y in the first quarter of FY2015/16 (April-March) from 7.5% y-o-y in the previous quarter, and we are downgrading our full-year forecast to 7.3% (versus 7.6...

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EM FX: Reversal Potential

After such a dramatic fall from grace from the 2011 peak, EM FX now looks cheap on the whole and offers significant upside potential, with the notable exception of the Chinese yuan.

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Global Equity Rout: Key Macro Implications

A confluence of growing concerns over China and emerging market growth prospects more broadly has triggered a sharp slide in global equity markets, and pushed oil prices sharply lower. Over the short...

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