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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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PPPs Will Support Water Infrastructure Growth

Demand for water infrastructure in Latin America will increase on the back of rising urbanisation rates and the need to better manage limited water resources. The increasing use of public-private...

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