In Open Markets – Dashboard, we will present regular snapshots of the data trends on which we are focusing. This series will complement our other research efforts by providing investors with a short-form summary of themes and ideas that will impact global investment trends over time. In other words, less text and more pretty pictures!
Our first Open Markets-Dashboard focuses on structural and cyclical weakness in India. Broad economic activity is losing momentum and balance of payment data looks awful. Investors are, nevertheless, pouring record amounts of capital into the economy. Will the government of India and the RBI save the day or will this end in tears? Stay tuned.
Please review Dashboard-India (Spring 2013) in which we illustrate the near-term risks for India over upcoming months: Dashboard – India