India’s Post-Election Outlook: A Fine Balance (PIMCO)

As Indians cast ballots in a general election that ends 19 May, PIMCO thinks it’s a good time to take stock of the investment outlook. The election outcome could prove pivotal to global growth as well as India’s.

Prime Minister Narendra Modi’s government has initiated important structural changes that are likely to help sustain high growth rates over the next several years. However, to ensure that risks to the banking system and fiscal sustainability don’t resurface, PIMCO thinks the next government will need to embark on a second generation of reforms. READ MORE

Similar Posts:

• Mild Recession in the US may Aid Asian Markets Including India: Credit Suisse’s Dan Fineman (Money Control)
• Manufacturing Moving to India From China, But Trade Deficit a Concern, Says Mark Mobius (ThePrint)
• 5 Growth Opportunities in India (William Blair)
• Aberdeen CIO: India Will Surpass China for Growth (FE Trustnet)
• BlackRock’s Swann: Look at the China Slowdown in a Long Term Context (FE Trustnet)
• One Market Illustrating Emerging Market Opportunities (BlackRock)
• India: Underappreciated Alpha Opportunity? (Wellington Management)
• India Drops 11 Places to #71 in the Global Competitiveness Report
• Economic Prospects in Several Emerging Asia Countries (Wells Fargo Securities)
• CLSA Equity Strategist Says India is the Best BRICs Investment Destination (LM)
• India Elections: What’s at Stake and What it Means to the Market (Pictet)
• Is India’s lost generation a systemic risk? (CNBC)
• GAM’s Love: Emerging Markets Might Double Your Money Over Four Years (FE Trustnet)
• The Emerging Asia Pacific Capital Markets: India (CFA Institute)
• China Still Leads the BRICs in the Global Competitiveness Report