Digitization in banking and retail comes in the wake of a massive cellular network rollout, creating attractive investment opportunities in India.
Results for: India
After false starts in the last few years, we believe emerging markets are set to deliver strong performance in the year to come thanks to accelerating and broad-based drivers.
Four-hundred million Chinese millennials will soon account for more than half of China’s domestic consumption. As a group, they are larger than the working populations of the U.S. and Western Europe...
In an unexpected move, the government of India has announced a $32 billion plan to recapitalize the country’s sour-loan laden public sector banks, its biggest step so far in addressing a lingering problem...
When can a country's bluechip stocks be a bargain if they're trading at historically high forward earnings valuations after posting world-beating returns over the last two decades? Right now, if they're Indian ...
For a country steeped in its customs, India's government and central bank have taken a liking to the element of surprise. The policy announcements have been far from pleasant, causing people...
