Over the next few months, we will look at the various aspects that we think will shape India in the coming 25 years. From now till 2047....

How has geo-politics shaped India on its 75th year as an independent nation-state?

International long-term investors such as pension funds are grossly under-allocated to India compared to the global opportunity asset pool.

India’s Private Market asset classes have experienced significant growth in the last five years and long-term investors are taking notice.

Indian markets, buffeted by rising food and energy inflation, will need careful policy responses to navigate increasing global risks.

Expect some short-term volatility from central bank policy and geopolitics, but use corrections to add to your long-term India allocation.

The budget prioritises supply side growth over consumption, portending an unbalanced recovery.

Our multi-asset outlook for Indian markets - what to look out for in 2022 as economic revival continues apace.

We assess domestic and macro economic growth prospects as India continues to disappoint both the pessimists and the optimists.

Both Indian and Chinese markets deserve to be examined as standalone asset classes and both examined closely for their ESG credentials.

Can a post-pandemic economy reliant on low interest rates to boost credit, investments and consumption tolerate higher inflation?

As the market capitalisation of Indian public equity achieves an important milestone, we reflect on recent performance and the road ahead.

The contradiction of a fast growing democracy with a failure to provide support during the recent surge has implications on the economy.

A macro look at global investor allocation to Indian asset markets as the world frets over Inflation.

The government has shocked the bond markets and cheered the equity markets with its new budget - will increased spending spur growth?

2020 has been a year of facing, learning and adapting to the unknown. We look to the year ahead and what is to come.

India's macro-economic policy leaders tackle the trilemma dilemma of capital mobility, exchange rate management and monetary autonomy.

The global risk-off trade as we approach the summer months is reminiscent and repetitive phenomenon. Clearly the macro India news hitting...

In this insight piece by Arvind Chari, CIO, we lay out the dynamics, challenges and risks underlying India's growth story.

A rising stock market makes good headlines – and allows the rubbish to get swept under the carpet.