Workflow
How India’s services economy became a world leader
Goldman Sachs· 2024-06-12 16:00
ARTICLES 2024/7/12 10:58 How India's services economy became a world leader How India's services economy became a world leader Topic: REGIONAL ANALYSIS India's services exports grew from $53 billion to $338 billion between 2005 and 2023 — almost double the rate of the rest of the world — and have come to form nearly a tenth of the national GDP. Its growth has outstripped that of India's exports of material goods. In their baseline forecast, our economists expect India's services exports to touch 11% of GDP ...
How India’s services economy became a world leader
Goldman Sachs· 2024-06-12 16:00
Can the Nikkei's record rally in Japanese stocks continue? After topping bubble-era highs, Goldman Sachs Research says Japanese stocks are poised to rise even higher. TOPIC: REGIONAL ANALYSIS Goldman Client Login https://www.goldmansachs.com/intelligence/pages/how-india-services-economy-became-a-world-leader.html 5/8 2024/7/8 14:42 How India's services economy became a world leader Goldman Sachs 01 FEB 2024 Japan's Prime Minister: How Japan is promoting a 'new form of capitalism' Japanese Prime Minister Kis ...
Why the US dollar is likely to stay 'stronger for longer'
Goldman Sachs· 2024-06-05 16:00
2024/7/8 14:44 Why the US dollar is likely to stay 'stronger for longer' Published on 06 JUN 2024 https://www.goldmansachs.com/intelligence/pages/why-the-dollar-is-likely-to-stay-stronger-longer.html 1/8 Client Login Source: Haver Analytics, Goldman Sachs Research Dashed lines indicate GS forecasts. G10 ex-US aggregate uses market FX GDP country weights. As of June 4, 2024. The dollar has traded in a strong and tight range through the first five months of the year. Looking forward to the next 12 months, we ...
Seeking Certainty Amid Change
Morgan Stanley· 2024-05-26 10:08
Seeking Certainty Amid Change We stay equal-weight on Chinese equities within an EM/APxJ context: YTD China has been the best performing market globally, but with ups and downs. We believe the current index level already priced in the improvement on multiple fronts, including macro stabilization, flows and positioning, and government policy pivots. However, deflationary pressure is likely to persist with policy focusing more on the manufacturing side, and housing inventory digestion facing uncertainty. Geop ...
HSBC Flash India PMI
HSBC· 2024-05-22 16:00
Embargoed until 1030 IST (0500 UTC) 23 May 2024 Key findings HSBC Flash India Composite PMI Output Index: 61.7 (Apr final: 61.5) HSBC Flash India Manufacturing PMI: 58.4 (Apr final: 58.8) Comment News Release PMI data signals record rise in exports and sharpest upturn in employment in nearly 18 years HSBC Flash India Manufacturing PMI Output Index: 62.4 (Apr final: 63.0) Composite PMI Output Index sa, >50 = growth since previous month 0 10 20 30 40 50 60 70 80 90 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 '23 ...
IN GLOD WE TRUST
Incrementum AG· 2024-05-16 16:00
In Gold Report Ronald-Peter Stöferle & Mark J. Valek Introduction 4 Status Quo of the Inflation Trend 69 Exclusive Interview with Zoltan Pozsar: Adapting to the New World Order 146 Shifting Narratives, Shifting World 222 Silver's Time to Shine? 267 Life Cycle of a Mining Project 321 Exclusive Interview with Russell Napier: Save Like a Pessimist, Invest like an Optimist 363 LinkedIn | twitter | #IGWTreport Copyright: 2023 Incrementum AG. All rights reserved In Gold We Trust report 2022 | --- | --- | |------- ...
Strained U.S. China Relations The Ripple Effect
Citi· 2024-05-08 16:00
The report takes a closer look at four contributing factors and how this potential shift could play out. The initial response to heightened geopolitical risks is more often a reshuffling of trade flows and sourcing, rather than significant investments in new capacity, the report says. Reliance on Chinese imports fell for many "Western" allies only after the Russia-Ukraine war Source: Haver, Citi Research © 2024 Citigroup Inc. No redistribution without Citigroup's written permission. On the other hand, China ...
thoughts from the road
KKR· 2024-04-29 16:00
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Growth of Indian services exports hits series peak in March
HSBC· 2024-04-22 21:00
Growth of Indian services exports hits series peak in March Sources: HSBC, S&P Global PMI. Buoyant demand for Indian services created a cascade of positivity for the sector at the end of the current fiscal year. March saw one of the strongest expansions in total sales and business activity in close to 14 years, helped by a series record upturn in new export orders. The HSBC PMI®, compiled by S&P Global, also highlighted increased pressure on the capacity of service providers, which in turn supported the joi ...
Indian private sector output rises at faster pace amid pick-up in sales growth
HSBC· 2024-04-22 21:00
Manufacturing PMI Input Prices Index Services PMI Input Prices Index © 2024 S&P Global | --- | --- | --- | --- | |------------------------------------------------------------------|-----------------------------------------------------------------|--------------------------------------------------------------------|----------------------------------------------------------| | Contact | | | | | HSBC India | | S&P Global Market Intelligence | | | Shalaka Kagathra T: +91 22 22681046 shalaka.kagathra@hsbc.co.in ...