Geopolitical Strategy
Countries In-Depth
Post-Election India: A Blessing In Disguise?
The Indian election outcome is a positive development for the country’s long-term socio-economic outlook. Indian stocks, however, remain vulnerable in the near term due to sharply slowing nominal sales and surging real borrowing costs. Indian domestic bonds, on the other hand, are a buy.
BCA Research | Emerging Markets Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
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