from Expert Zone:

India Markets Weekahead: Time to restructure your portfolio

April 24, 2016

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

A broker laughs while speaking to a colleague, as they trade on their computer terminals at a stock brokerage firm in Mumbai, March 4, 2015. REUTERS/Shailesh Andrade/Files

A broker laughs while speaking to a colleague, as they trade on their computer terminals at a stock brokerage firm in Mumbai, March 4, 2015. REUTERS/Shailesh Andrade/Files

from Expert Zone:

India Markets Weekahead: Time to start buying again

March 13, 2016

A screen displaying  Finance Minister Arun Jaitley presenting the budget is seen on a facade of the Bombay Stock Exchange (BSE) building in Mumbai, India, February 29, 2016. REUTERS/Danish Siddiqui

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

from Breakingviews:

Draghi pulls a risky rabbit out of his hat

March 10, 2016

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from Morning Bid with David Gaffen:

Draghi Pulls Out the Big Guns

March 10, 2016

U.S. equities are having a somewhat expected reaction to the European Central Bank's decision to expand asset purchases by 20 billion euros per month and move into buying euro-denominated corporate bonds as well, and investors in addition are shifting away from the euro and into other currencies, with the dollar up by more than 1 percent against the euro and as the single currency falls against the yen and pound as well.

from Expert Zone:

India Markets Weekahead: Use gains to reshuffle portfolio

March 6, 2016

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

A confluence of positive factors, both global and local, led to a sharp rally in Indian stocks. The budget did not have anything positive for markets but it put to rest fears of re-introduction of a long-term capital gains tax which was worrying investors for the past month. From the panic lows of 6,850 on budget day, the Nifty rallied to end the week almost 6.5 percent higher.

from Breakingviews:

Dear Draghi: Time to buy bank bonds

February 12, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

German CDS imply bank doom loop is unbroken

February 10, 2016

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from MacroScope:

Is growth in euro zone bank lending to companies fizzling out?

January 29, 2016

The European Central Bank (ECB) President Mario Draghi addresses a news conference at the ECB headquarters in Frankfurt, Germany, January 21, 2016. The ECB held interest rates at record lows on Thursday, but the market crash, tumbling bank stocks and ebbing inflation may set the stage for action later in the year.   REUTERS/Kai Pfaffenbach - RTX23E79

A meaningful economic revival in the euro zone that has any hope of generating inflation pressures of its own rests mainly on a pickup in demand.

from Expert Zone:

India Markets Weekahead: Time to move from debt to equity

January 24, 2016

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

The Bombay Stock Exchange (BSE) building is pictured next to a police van in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui/Files

The Bombay Stock Exchange (BSE) building is pictured next to a police van in Mumbai, India, August 24, 2015. REUTERS/Danish Siddiqui/Files

from Breakingviews:

Guest view: Euro zone needs workable banking union

January 12, 2016

William Rhodes, a former Citigroup executive, is president and chief executive officer of William R. Rhodes Global Advisors and author of “Banker to the World: Leadership Lessons from the Front Lines of Global Finance”.