INCO News and Press, Columbia India Consumer From 04/28/23

2023-04-28 03:22:00 ET Summary Today, we believe India’s accelerating digital transformation could bode well for leading technology-infrastructure providers and their investors. The Indian government concluded its largest spectrum auction in August 2022, and 5G services are...

2023-04-27 03:15:00 ET Summary India’s ability to attract foreign investment has long been hampered by subpar infrastructure and excessive bureaucracy. But reputations can obscure real change. As global companies diversify supply chains away from China, India has been slow ...

2023-04-25 01:40:00 ET Summary The economic data in the week ahead should solidify rate hike expectations for the May 3rd FOMC meeting, but it could also raise the bar for further tightening for the June 14th meeting. HICP data from Germany, France, and Spain will provide firm ins...

2023-04-20 05:20:08 ET The trophy of the world's most populous nation is changing hands, according to fresh estimates from the U.N., which pegged the population of India at 1.4286B in mid-2023, compared to the 1.4257B of China (and excludes Hong Kong, Macau, Special Administrative Regions a...

2023-04-15 00:35:00 ET Summary In addition to a plethora of Fedspeak, investors will closely pay attention to the Fed’s Beige Book. On Friday, the April flash PMI readings for the eurozone will be watched closely as they reflect some of the banking turmoil that has hit the ...

2023-04-12 02:39:00 ET Summary Global inflationary pressures continued to moderate in March, though remained elevated by historical standards. Looking at what's reportedly driving selling prices higher, the most striking development in recent months is the extent to which energy-d...

2023-04-12 02:00:00 ET Summary An ongoing decline in demand for goods leaves the global economic recovery largely dependent on reviving service sector activity. India reported the fastest expansion and is continuing to enjoy its strongest growth spell for over a decade. Geogra...

2023-04-12 01:39:00 ET Summary We believe that beyond China, EMs offer an attractive and differentiated opportunity set - one which drove our launch of our EM ex China Growth strategy. Ex China, EMs have much more technology (particularly semiconductor and broad hardware), materia...

2023-04-08 00:35:00 ET Summary The US labor market is softening, but still remains tight and that should keep the door open for policymakers to raise rates again at the May 3rd policy meeting. The ECB accounts will be of interest considering recent events and the central bank ...

2023-04-01 02:02:00 ET Summary The March US jobs report may not be enough to stop the Fed from tightening another 25 basis points in May. The South African Reserve Bank surprised markets and raised rates by 50 basis points in March, taking the policy rate to 7.75%. China: the ...