India

Although the global financial crisis has abated, and Asia's recovery story to date has more than exceeded expectations, we believe that little has changed in terms of the structure... 2010-01-28

It's not just Australia (see 'Receiving Rates In A Deflationary Environment', in our Daily Financial Alert) where the markets are rapidly reassessing their expectations of interest... 2009-11-27

BMI View: We are increasingly confident that India's financial markets can continue their recent impressive performance for the remainder of 2009. While equities are likely to outperform... 2009-11-23

BMI View: Industrial output in India has bounced back strongly, recording growth of 9.1% y-o-y in September, aided in no small part by an impressive expansion of capital goods production.... 2009-11-13

In line with our global concerns, we are wary of Asia's bellwether equity markets rolling over. Below, we highlight some key short-term support levels to watch out for.

India will continue to be one of the leading lights in the Asian recovery story, pointing to serious upside potential for the Indian rupee over the coming 12 months. From our perspective,... 2009-10-01

India's central bankers will face a niggling policy headache in the months ahead, as a return of inflationary pressures tests the Reserve Bank Of India (RBI)'s ability to keep rates... 2009-09-21