India
Economy
BMI View: One of our key regional market strategies for 2010 has been Chinese underperformance relative to Asian (and EM) assets as a whole. We believe that this dynamic, which has...
2010-04-26Economy
BMI View: While not unexpected, the 25bps repo rate hike in April has helped reinforce two of our key market calls for India - long INR/US$ and a 'Mumbai over Shanghai' equity view....
2010-04-20Economy
BMI View: Back in May 2009, BMI suggested that the story of 'Three Asias' - that of China and India, the domestic demand-driven economies and the trade-dependent states - would dictate...
2010-03-30Economy
We continue to favour Asia FX outperformance, both on a technical and fundamental basis, and several currencies are looking particularly attractive against the US dollar this morning....
2010-03-29Economy
A turn in momentum, coupled with a breather in local equities, suggest that the Indian rupee could be vulnerable to a near-term correction. In the event of a sell-off, however, we...
2010-03-25Economy
BMI View: While emerging Asia's policymakers are unlikely to adopt a common timetable to monetary stimulus withdrawal, we continue to see a gradual normalisation of interest rates...
2010-03-22Economy
Underpinned by a dynamic macro recovery and, more generally, positive EM sentiment, Indian stocks are on the march. The benchmark Sensex index pushed 1.3% higher to trade at 17,383...
2010-03-16Economy
With the economic situation improving, at varying degrees, in most of Asia, we highlight five political risks that could delay or potentially derail an economic recovery. While most...
2010-02-24




