Latest India releases, policy documents, indicators and institution research. Research includes primary and explicitly related coverage.
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India's transformation continues as government incentives and global partnerships expand local manufacturing and exports, notably in semiconductors and defence. Rising incomes are shifting consumption from essentials to extras and from basic to premium,…
State Street argues that physical climate risk rises through roughly 2040 under all policy scenarios, so investors should assess issuer and sovereign exposure now. It cites an adaptation financing gap, a UNEP estimate of adaptation needs, and a 2025 MSCI…
AI disruption fears look premature in India and the Philippines, per ING. India's software and business services exports are ~8.5% of GDP versus a 0.5% current account deficit; Philippine telecom and business services exports are ~7% of GDP against a 3.5%…
Macquarie Asset Management has deployed over US$4bn in India across two decades and, after a 2018-2022 period of managing existing assets rather than fresh deployment, says it is time to invest again. The firm will keep roads and renewables as core focus…
Despite robust economic growth, India's contribution to global GDP has increased to 8.2% by 2025, yet the emergence of a sizeable consumer middle class is hampered by structural labor market weaknesses. Most employment is informal and low-value-added, and key…
Fed Chair Warsh gave no policy guidance, which markets read as endorsing current pricing; the October hike probability dropped from 26% to 14% and the 2-year yield fell 3-4bps. The dollar was broadly unchanged. Warsh dwelt on AI, calling it a near-term…
Scotiabank's weekly preview argues Canadian core inflation remains at or above the BoC's 2% target, with traditional core running near 3% m/m SAAR for four straight months and another firm print expected, supporting the view that policy is too loose. BoC…
MUFG expects the Philippine central bank to raise its policy rate 25bp to 5.25% on higher oil prices and Super El Niño risk, while the Bank of Korea is seen holding at 3.00% after back-to-back hikes. Bank Indonesia is widely expected to hold at 5.75%, though…
Standard Chartered argues Asia's local-currency bond markets are opening a new low-cost funding channel for sovereign, supranational and agency issuers. In H1 2026, CNH issuance rose 82% to CNY317bn and HKD issuance 112% to HKD362bn, rivalling G3 issuance of…