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Charts of the Week, That Was The Week That Was

This week all eyes are on the 19th Chinese Communist Party Congress. If industry commentators are surprised by Xi Jinping’s commitment to the central role of the state sector and the Communist Party in the future of China’s political economy, we are not. For more see Asianomics Country Report No.12/2017, China: Game of thrones redux, 19 October.

Sharmila Whelan
  • Sharmila Whelan

India: In a Protracted Slowdown

The Indian stock market is going from strength to strength. The BSE Sensex index is up 28% current year to date. Premised on a second half recovery, consensus is forecasting that the Indian economy will expand by 7.2% in the current fiscal year and by 7.5% in the next. We are of a different view. We believe that the Indian economy is in the midst of a protracted slowdown and that stock market valuations are stretched given the earnings outlook over the next 1-2 years. India has reached a tippi...

Ford Equity International Rating and Forecast Report

Ford Equity International Research Reports cover 60 countries with over 30,000 stocks traded on international exchanges. A proprietary quantitative system compares each company to its peers on proven measures of business value, growth characteristics, and investor behavior. Ford's three recommendation ratings buy, hold and sell, represent each stock’s return potential relative to its own country market.. The rating reports which are generated each week, include the fundamental details behind...

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