Motilal Oswal - MOSL: ECONOMY BRICS+-1QCY19-India vis-Ã -vis other emerging markets

Report

Motilal Oswal

Nikhil Gupta

EUR 125.00 For Business Accounts Only

MOSL: ECONOMY BRICS+-1QCY19-India vis-Ã -vis other emerging markets

ECONOMY (BRICS+: 1QCY19: India vis-à-vis other emerging markets)

After witnessing some stabilization in 4QCY18, emerging markets (EMs) started 2019 on a positive note with benchmark equity indices recouping losses in 1QCY19. The benchmark bond yield declined in most EMs; also, most EM currencies strengthened against the USD. On the macro front, inflation stayed in check and fiscal deficit narrowed in most EMs. The external sector, however, continues to be a worry as foreign trade witnessed a decline in the initial months of 2019; current account balances worsened in most EMs.

This quarterly publication provides a comparative analysis of the macroeconomic conditions in the world’s 10 major EMs. Quite often, these economies are clubbed together as a basket, especially in terms of portfolio allocation.

The 10 EMs included in this publication are:

Brazil (BR), 2. China (CN), 3. India (IN), 4. Indonesia (ID), 5. South Korea (KR), 6. Malaysia (MY), 7. Russia (RU), 8. South Africa (SA), 9. Taiwan (TW), 10. Thailand (TH).

28/03/2019 24 EN

Provider

Motilal Oswal

Motilal Oswal Financial Services Ltd. is a reputed name in Financial Services and Online Trading with group companies providing services such as Private Wealth Management, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency Broking, Principal Strategies & Home Finance.

Motilal Oswal Securities is a group company of Motilal Oswal Financial Service Limited which started as a stock trading company and has blossomed into well diversified firm offering a range of financial products and services. Motilal Oswal has built a reputation as the source for best stock trading company and this has taken a wealth of experience, knowledge and expertise, constantly working in tandem, over the years.

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Analysts

Nikhil Gupta

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MOSL: ECONOMY BRICS+-1QCY19-India vis-Ã -vis other emerging markets

MOSL : HOME FIRST FINANCE COMPANY: Earnings in-line with sustained improvement in asset quality

MOSL : SHOPPERS STOP: Ticking the right boxes

MOSL : ERIS LIFESCIENCES: Enhanced efforts toward product launch-related activities

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