Beyond Bulls & Bears

Union Budget 2017-18: Key Takeaways
Equity

Union Budget 2017-18: Key Takeaways

In our view, the 2017-18 Union Budget struck a balance in regard to projected government spending—tackling the deficit, while supporting sector growth through public spending.

How India Is Stepping Out of China’s Shadow
Alternatives

How India Is Stepping Out of China’s Shadow

A combination of a growing middle class and increased commercialisation of the rural sector (and ultimately infrastructure) could potentially set the stage for increased urbanisation in years to come.