India

FMA|Perspectives Narratives to Watch

In an environment of building concerns about slowing global growth, India’s economy is set to expand at a rate far exceeding many emerging market peers (namely China).  Of particular note will be the outcome of elections, government spending leading into and following the polls and whether the country’s central bank will maintain policy easing through the course of the year to help support growth.  Worries about a slowdown here could undermine market participants’ bullishness on emerging market risk assets.

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