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http://indicus.net/Newsletter/Emerging_Economy.aspx
The Emerging
Economy
– Monthly Newsletter from
Indicus Analytics
8th May 2009
Highlights
• As last newsletter predicted, manufacturing
recovery has begun.
• Yet, exports will continue to stay depressed,
SMEs will take a while to feel the positive swing.
• Prospects for emerging economies brighten,
capital flows in.
• Inflows are notoriously fickle, so watch out for
any turnaround if political factors disappoint.
The Election Commission has had its hands full this past
month and we will be extremely grateful when the code of
conduct is lifted and life can go back to normal. EC
permission is needed for a range of items: bus fare cuts in
Tamil Nadu, relaxation in import duty on sugar..and now
the release of consumer price index numbers. In the case
of the CPI, the electorate already has a better idea about
the inflation affecting their consumption baskets,
regardless of what the government data may be saying. It
is only analysts who are interested in the numbers and
even they look at these numbers with scepticism. Yet, the
EC’s code of conduct actually goes to indicate how much
of government influence continues in our lives and how
much more liberalisation is needed. We have always been
of the opinion that cash vouchers are a much better,
Indicus Analytics, An Economics Research Firm
http://indicus.net/Newsletter/Emerging_Economy.aspx
Economic Growth
Read
Inflation
Indicus Analytics, An Economics Research Firm
http://indicus.net/Newsletter/Emerging_Economy.aspx
Read
http://economictimes.indiatimes.com/News/Eco
nomy/New-consumer-price-index-likely-by-
August-2010/articleshow/4478706.cms
Interest Rates
Read
Exchange Rates
Read