In this India insight, Economist Vivien Massot analyses the reelection of PM Modi. "The reelection of N. Modi for 5 years has come with a surprise absolute majority of the ruling BJP", he writes, while adding that "higher external uncertainties (slowdowns in US and China, global oil prices) make it harder to project Indian medium-term outlook".
In this Asia-Pacific Insight, Divay Pranav explores the impact of China-US relations on the Indian economy. The trade war is already beginning to impact the Chinese economy and has forced the Chinese government to expedite structural reforms - writes. Interestingly, somebody’s loss is also someone else's gain hence India now has an opportunity to develop economic leadership in the ASEA region, alongside with Vietnam and a couple of additional Southeast Asian countries.
In this insight, Vivien Massot explores the Belt and Road Initiative (BRI) from the perspective of India. He explains that for a variety of strategic; political, infrastructural and transparency reasons, the initiative faces a certain reluctance from India. Now more than ever, Massot Concludes, India is still seeking to preserve its natural sphere of influence (South Asia, Indian Ocean) but does not have sufficient financial resources to be able to counter Chinese trade integration projects.