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GRI Weekly Risk Outlook

Putin visits India to reach out on energy, defense. Crude oil reaches new lows as economies thrive on cheap energy. US likely to avoid a repeat of 2013 shutdown. Eurozone ministers

Middle East/North Africa Natural resources and energy

EDA: Egypt exposed to price shocks in subsidy overhaul

EXTERNAL DEPENDENCIES ANALYSIS: Egypt’s attempts to reform highly subsidized oil and grain markets reveal key trade vulnerabilities. Egypt’s dependency on imported oil and cereals (despite its own production) leaves it exposed

Middle East/North Africa Politics

Is Israel distancing itself from Western allies?

The Swedish government’s decision to officially recognize the state of Palestine is indicative of growing international unrest towards Israel. Several Israeli government decision have alienated several of Israel’s allies and

Economics South and Central Asia

Karnataka launches new industrial policy

India’s southern state Karnataka has launched a new industrial plan to revive state growth. Yet, achieving 12% industrial growth in an eco-system which is virtually stagnated will be an uphill battle,

Economics South and Central Asia

When will India’s central bank (RBI) reduce interest rates?

Is the Reserve Bank of India’s (RBI) Governor, Raghuram Rajan, behind the curve on interest rate reduction? Some members of the technical advisory panel of RBI and a few independent

Economics South and Central Asia

Modi’s Make in India campaign requires extensive reform

Indian Prime Minister Narendra Modi has set his sights on the domestic economy. Yet, his Make in India campaign will only be successful if built on structural reform especially in labour

Politics South and Central Asia

‘Cricket diplomacy’ could boost India-Pakistan relations

Since independence, India’s foreign policy has focused heavily on neighboring Pakistan. It will be even more so for the new government in India. Since the Mumbai terrorist attacks in November 2008,

Politics South and Central Asia

Modi’s policies are more continuity than change

Despite Modi’s promises of change and reform, there is a remarkable continuity in India’s public policies. Since the late nineties, political consensus on economic reform pathways and foreign policy orientations has

Security South and Central Asia

Al-Qaeda will reignite sectarian conflict in Sri Lanka

al-Qaeda’s spread into South Asia will encourage both significant ramp-up of security and possibly further marginalization of Muslim populations, leaving an already fragile society susceptible to sectarian divide and conflict. In early

Economics South and Central Asia

Should enthusiasm for India’s e-commerce be curbed?

Recent investments in Indian e-commerce have excited the business community, and reports suggest that the industry will grow from $2 billion to $23 billion by 2018. But there are reasons