Despite China's economic data holding up, global markets are increasingly worried over the global economic outlook. China's growth is increasingly domestic led as export orders suffer on the back of impending trade tensions with US. At the same time, higher oil prices and pressure on EM currencies are intensifying. INR too has been falling (1.6% lower this week, 3.6% in Aug'18) as a result even as domestic growth momentum remains on track. More than...