Data released this week showed that the euro-zone’s recovery in the first quarter was mainly driven by exports, with domestic demand still subdued. Nevertheless, the recent stronger-than-expected...

Indian equities have ended an extraordinary week higher than where they began, which we think partly reflects the fact that investors have realised that a coalition government is not a terminal blow...

The RBI kept the repo rate on hold at 6.50% today as expected but, notably, two of out of the six MPC members voted for a cut. With inflation likely to continue falling over the coming months, we...

The RBI kept the repo rate on hold at 6.50% today as expected but, notably, two of out of the six MPC members voted for a cut. With inflation likely to continue falling over the coming months, we...