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Country Insights
PM Orbán has just passed an important hurdle in EU politics
Somewhat counter-intuitively, the catastrophic vote against Hungary in the European Parliament on September 13, which we wrote about in our September report, has also brought ab...
ILFS default and what comes next
Non Bank Finance Companies (NBFCs) have succeeded in India given the difficulties of banks. They have somewhat bank-like assets with bond market financing. Fixed income mutual f...
Start spreading the news, off to NYC
The next milestone in Turkey’s journey between salvation and damnation arrives this week, as President Erdogan travels to NYC to meet with investors and most likely to hear from...
Essential CIS Politics: Russia emerges from the difficulties of the past month
Russia has emerged from the difficulties of the past month. Regional conflicts bubble on, but no major escalation is expected. CIS republics continue to hedge with new patrons –...