Indian economic growth decelerated in the March 2017 quarter, with real GDP expanding by 6.1% in yoy terms.

Global upturn remains in place although momentum stalled in early 2017

Trends stable across the board, no sign of a major economic slowdown.

Production growth to decline or slow in 2017 and 2018.

After a slow start to the year, early indications for June quarter GDP are pointing to an acceleration in growth.

Belt and Road Initiative – can the reality of the program meet China’s grand ambitions?

A slow start to the year…again.

Key indicators a little softer in April, pointing to easing economic growth in Q2.

Any budget has inherent conflicts and trade-offs in it, for example, between the short-term macro needs of the economy and the desired medium-term fiscal policy settings; and between the myriad of policy, social, intergenerational and political aspects of any policy changes.

Economy regained its footing over 2016 GDP. It grew in each quarter in 2016… the first year this has occurred in since 2005.

No FTA yet, but deepening trade prospects.

China’s income inequality improving but still some long term challenges.

An improving US-China relationship provides a better environment for China’s economy.

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