Join us on ISI Talks India Podcasts: ISI Emerging Markets Group's new series of interviews and roundtables with in-house and industry experts from India.
About ISI Emerging Markets Group:
The most comprehensive source of trusted data and actionable insight on emerging markets. We provide the intelligence and insights to act with confidence in the world’s highest potential and fastest growing markets. Our group is comprised of three brands (CEIC, EMIS and REDD) that share a common purpose to illuminate the opportunity in emerging markets countries where information can be hard to obtain.
Unlocking India's Economic Secrets with Alternative Data - 2
As India ascends to become the world's fourth-largest capital market, the intricacies of its economic environment present unique challenges for institutional investors and economists alike. The limitations of conventional data sources in capturing the full spectrum of India's economic activity necessitate a more nuanced approach to analysis.
The second episode provides an in-depth exploration of methodologies that could offer timely and granular insights, paving the way for more informed investment decisions.
1 Apr 2024
Unlocking India's Economic Secrets with Alternative Data - 1
As India ascends to become the world's fourth-largest capital market, the intricacies of its economic environment present unique challenges for institutional investors and economists alike. The limitations of conventional data sources in capturing the full spectrum of India's economic activity necessitate a more nuanced approach to analysis.
The first episode is focused on the transformative impact of alternative data in clarifying the complexities of India's economic landscape.
10 Jul 2023
India Outlook: Headwinds & Tailwinds
India’s GDP for Q4 FY2023 grew at 6.1% y/y, turning out better than anticipated and making it the fastest-growing economy in FY2023. Despite mounting recessionary fears at the global level, India’s growth story seems to stand out.
During this podcast, Rohini Sanyal, Research Economist, ISI Emerging Markets and Sakshi Gupta, Principal Economist, HDFC Bank deep dive into the key drivers behind this optimism and explore the headwinds that are currently facing the Indian economy.
11 May 2023
Understanding Labour Markets in India using Alternative Data
Traditional labour market data is among the widely used gauges for economic activity, but has several limitations, such as poor timeliness, low frequency, lack of transparency and availability. For countries such as India, where the official labour market data is available only on quarterly basis and released with large lags, alternative employment indicators have become a pre-requisite to gauge the current momentum of the economy.
Join our Global Research Economist Rohini Sanyal to understand how alternative data on employment can serve as a leading indicator of labour market conditions, and consequently, the overall economy.
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