India

Our long-held view of region-wide disinflation is now well underway, and it appears only a matter of time before Asia's central bankers turn to monetary easing in a bid to support... 2012-01-17

BMI View: Asia's external creditworthiness remains structurally sound, but growing macro stresses - including the likelihood of recession in several countries - have caused some cyclical... 2012-01-12

Leading indicators across emerging Asia are signalling a much deeper economic slowdown, if not an outright contraction, in the coming quarters. The lack of fiscal and monetary levers... 2011-12-06

Despite a lack of bullish divergence on the relative strength index, the Indian rupee should enjoy a decent bounce against the US dollar given the currency's deeply-oversold nature... 2011-09-28

BMI View: With domestic and external factors continuing to deteriorate, India's growth downturn will be deeper and more drawn out that previously anticipated. We have revised down our... 2011-08-10

BMI View: The latest round of PMI data lend weight to our call for a significant manufacturing slowdown across Asia in H211 and 2012. Moreover, the steep plunge in Taiwan's PMI print... 2011-08-01

BMI View: We maintain a defensive strategy towards EM Asia equity markets in H211, preferring non-cyclical over cyclical stocks. As expectations for the regional economy are toned down,... 2011-07-18