India Key Analysis

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The Curious Case Of Indian Inflation

Despite sluggish economic activity and tighter monetary conditions, headline inflation remains a key concern in India. Acute food price pressures lie at the heart of the problem, which we believe is...

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Domino's Dominant In India

Domino's Pizza has been one of the great success stories in India's food and drink industry over the past few years - making more headway in fast food than either McDonald's or YUM! Brands have...

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Another Year Of Fiscal Disappointment

India's central government has ploughed through 76% of its FY2013/14 (April-March) fiscal deficit target of INR5.43trn in just six months, and it is difficult to envisage the authorities making a...

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Regional FX & Fixed Income Strategy

Our decision to turn cautious towards Asian FX on October 30 proved well-timed, with the US dollar coming back strongly across the board. Looking at our Asia FX basket (which excludes AUD and NZD),...

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Global Trade Update: Momentum Lost

With eurozone demand stabilising and the UK economic recovery spontaneously bursting into life, the global economy has been given a welcome shot in the arm. Indeed, set against a backdrop of an...

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