India

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.... 2010-04-20

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... 2010-03-30

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.... 2010-03-29

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... 2010-03-25

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... 2010-03-22

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... 2010-03-16

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