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News, Andy Mukherjee, Published on 04/06/2024
» Prime Minister Narendra Modi is set for a landslide victory in India's general election. Or so claims nearly every exit poll released since the end of voting on Saturday evening. Yet, these surveys have proved spectacularly wrong in the past, and they must be read even more cautiously this time around because of the Modi government's outsize sway on the television stations that commission them.
News, Andy Mukherjee, Published on 31/01/2024
» Lenders in the world's two most populous nations are having very different problems with monetary and fiscal taps. In China, creditors are drowning in cheap central bank cash, but loan demand is muted. In India, banks are in the middle of their fastest expansion in a decade, but they're parched for liquidity.