from Expert Zone:

India Markets Weekahead: Volatile days ahead

September 18, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

A volatile trading week left investors confused on the direction of markets, and the Nifty ended almost 1 percent lower at 8,780. FIIs were net sellers to the tune of $106 million during the week.

from MacroScope:

UK inflation is about to take off – but by how much?

September 1, 2016

Lurking beneath the surprisingly strong rebound in manufacturing shown by the latest Markit/CIPS PMI, there were clear signs that inflation is about to shoot higher –and perhaps in a big way.

from Expert Zone:

India Markets Weekahead: Parliament holds the key

July 17, 2016

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The Indian parliament building is pictured behind marigold flowers in New DelhiThe Nifty rallied past the psychological mark of 8,500 for the first time in 11 months to close at 8,541. Global markets were buoyed by better-than-expected U.S. jobs data and cheered the victory of Japan’s ruling coalition in the upper house election. PM Shinzo Abe is expected to unveil a fresh stimulus package to help the country’s stagnant economy.

from Expert Zone:

India Markets Weekahead: Time to cherry pick as markets react to Bihar

November 8, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The election result in Bihar would influence investors in the coming week. Voters have given a clear mandate to the “Mahagathbandhan” partnership of the Janata Dal (United), Rashtriya Janata Dal and Congress against Prime Minister Narendra Modi’s National Democratic Alliance. Market expectations of Modi’s alliance winning in Bihar were tapering over the last few days and exit polls also pointed towards a tightly fought election -- but a rout had not been expected. A gap down opening on Monday is foretold.

from MacroScope:

Top forecasters call UK inflation relapse right

October 13, 2015

With Bank of England policymakers ready at a moment’s notice over the past several years to warn anyone who will listen that a rate rise is closer than we think or just around the corner or soon coming into sharper relief, the main instrument it targets – inflation at 2 percent – is having nothing of it.

from Expert Zone:

No economic case for another rate cut soon

July 30, 2015

(Any opinions expressed here are those of the author and not of Thomson Reuters)

There is no doubt that India’s growth has not picked up in line with expectations. In fact, most activity indicators -- whether it’s manufacturing growth, corporate earnings, power generation, passenger vehicle sales, exports growth or non-food credit offtake of commercial banks -- have shown increasing weakness in recent months.

from Expert Zone:

India Markets Weekahead: Keep shopping list handy for panic days

June 14, 2015

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from MacroScope:

Surprise monetary policy moves may become new norm in India

April 14, 2015

File photo of Reserve Bank of India (RBI) Governor Raghuram Rajan during a news conference in Mumbai

For all the measures India's central bank has taken to increase transparency in policy making, predicting rate moves by Governor Raghuram Rajan is still difficult.

from Expert Zone:

The future of inflation

November 13, 2014

(Any opinions expressed here are those of the author and not necessarily those of Thomson Reuters)

from Expert Zone:

Targeting inflation at 4 percent

October 13, 2014

Finance Minister Arun Jaitley seems to have finally taken the responsibility of targeting inflation as it is a sensitive political issue and could not be left to the discretion of the Reserve Bank of India (RBI). With CPI as the anchor, the target will be 4 percent measured annually (+/-2 percent).