Showing posts with label India. Show all posts
Showing posts with label India. Show all posts
Monday, January 27, 2014

BRICs under pressure

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As the emerging markets contagion spreads, the BRIC nations are coming under increasing pressure in the capital markets. As discussed prev...
Wednesday, October 16, 2013

This simple trading strategy points to rationale for currency wars

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Looking for a simple way to outperform the market on your international equity index portfolio? Here is a simple algorithm from JPMorgan (...
Tuesday, September 3, 2013

India's new central banker to face impossible choices

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India is about to get a new new central bank governor, Raghuram Rajan, a University of Chicago economist with outstanding academic crede...
Friday, August 30, 2013

RBI sells dollars directly to oil importers; kicks the can down the road

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India's central bank, the RBI, is trying new measures to stabilize the rupee. One of the key sources of pressure on the currency is th...
Tuesday, August 27, 2013

Latest on India: rupee in free fall, stagflation setting in, risks of sovereign downgrade and investor panic rising

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This is beginning to sound like a broken record, but India's currency has come under severe pressure - again. India's central bank...
Saturday, August 24, 2013

The end of cheap US cash claims another victim: Indonesia

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In a fashion similar to what became known as the "Asian Contagion" in the late 90s, the current stress in emerging economies has...
Monday, August 19, 2013

India, Brazil should thank Bernanke for their currency woes

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India and Brazil are struggling to regain control of their currencies as both the rupee and the real touch new lows (all-time record for t...
Friday, August 16, 2013

India's crisis escalates; brings back memories of the 1991 gold airlift

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Yesterday India's central bank (the RBI) imposed what amounts to a form of currency controls, while trying to attract foreign deposits...
Tuesday, August 6, 2013

The rupee near all-time lows again as RBI confuses the market; economic indicators deteriorate further

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India's authorities are having a tough time clearly defining what they are willing to do in order to stem the rupee's decline. R...
Thursday, August 1, 2013

India's short-term yield goes vertical; RBI struggling

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Here is a quick update on India's ongoing financial stress. Capital outflows from stocks over the past couple of months reached a post...
Tuesday, July 23, 2013

RBI's battle with currency weakness inverts the yield curve; will cost India's economy dearly

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The Reserve Bank of India decided it has had enough of rupee weakness and capital flight out of the country. The central bank is dealing w...
Wednesday, July 10, 2013

India's foreign reserves declining

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Barclays Capital had a sobering update on India today. Apparently June saw the largest outflows on record from India bonds and equities po...
Sunday, July 7, 2013

Rupee's weakness may help exports but could do damage elsewhere

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Indian rupee's slide to record lows has been extraordinary. It's been driven by weakness across emerging markets and rising rates ...
Friday, May 17, 2013

EM-DM inflation rate divergence hits post-recession high

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Emerging economies have always run higher inflation rates than developed markets (DM) due to stronger growth. The spread in inflation rate...
Friday, December 7, 2012

2012 corruption rankings are out; fight against corruption not making much headway

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The 2012 Corruption Index is out. Republic of Botswana and Uruguay seem to have almost the same score as the US. Maybe it shouldn't be...
Monday, October 15, 2012

India's stubborn inflation trend puts RBI in a bind - rate likely on hold

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India continues to struggle with stubbornly high inflation levels. In spite of slower economic growth, the Wholesale Price Index (WPI) clo...
Sunday, September 30, 2012

Deflating the emerging markets bubble

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Ryutaro Kono of BNP Paribas recently wrote an excellent piece discussing the bubble that was built in emerging market economies (EMEs) whi...
Monday, July 16, 2012

Stagflation risks rising in Asia; could impact global growth

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With many North American crops in trouble due to severe drought conditions , analysts will be looking at Asia for signs of food inflation....
Monday, June 25, 2012

India needs to cut fuel subsidies to avoid fiscal deterioration

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India's government took action today to stem the currency declines, as INR reached all-time lows on Friday . Reuters : India announc...
Sunday, June 24, 2012

India's currency spirals out of control

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The Rupee hit a lifetime low against the dollar as flow of capital out of the country accelerates. The RBI (central bank) has been sellin...