Corporate Euphoria Worries India’s Central Bank
Our model indicates that India’s real GDP growth in 2022-23 will be 6.66%.
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INSIGHTS
The Approaching Shrinkflation Pandemic
Global consumers may shortly experience a pandemic of shrinkflation caused by viral inflation that has rapidly spread across national...
Mutual Fund Fees: Set to Fall?
Recent actions of a few large and respected US banks like J.P. Morgan and Goldman Sachs indicate that they expect asset management fees...
Indian Equity Brokerage: Ready for Disruption
Times have changed, market realities have not. As we had forecast in early 2012 (see presentation below), the Indian equity brokerage...
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