from MacroScope:

Weak growth may force India’s central bank to reconsider inflation focus

September 1, 2015

Reserve Bank of India Governor Raghuram Rajan speaks to The Economic Club of New York, in midtown ManhattanFor all its single-minded focus on lowering inflation, India's central bank may be forced to acknowledge slowing growth in Asia's third largest economy by cutting interest rates -- probably faster than it expected.

from Hugo Dixon:

Greek election may reopen can of worms

By Hugo Dixon
August 31, 2015

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

from Expert Zone:

India Markets Weekahead: Data to drive stocks

By Ambareesh Baliga
August 30, 2015

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

A turbulent week saw the Nifty closing down 3.6 percent at 8,002, but this seems a marginal loss considering Monday’s intraday crash where the index touched a low of 7,667, its sharpest fall in 30 months. The week saw net selling to the tune of $1.9 billion by foreign portfolio investors with mid- and small-caps facing the maximum brunt.

from MacroScope:

Grass getting flattened by fighting FX elephants

August 27, 2015

Young male elephants lock tusks in battle on the plains at the foot of Mount Kilimanjaro in Amboseli national park, southern KenyaThe ongoing race to the bottom for currencies this year is hurtling towards a zero-sum result.

from Expert Zone:

As China slows, India has what it takes provided it strengthens defences

By Pranjul Bhandari
August 27, 2015

There is a complex web of interconnectedness between a slowing China, a recovering India, a restless exchange rate, and elusive exports. However, as we parse through these, a single message emerges – structural reforms to strengthen domestic markets may more than offset possible disruptions caused by an economic slowdown in China.

from MacroScope:

Fed on horns of not-so-bullish dilemma: markets or economy?

August 25, 2015

The Federal Reserve increasingly looks stuck on the horns of a not-so-bullish dilemma: should it pay attention to global developments in financial markets, which argue for pause, or should it focus squarely on U.S. economic data, which suggest the time is nigh to hike?

from Breakingviews:

Asian capital controls are a real risk once again

August 21, 2015

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

from The Great Debate:

China’s stock market is like a casino, and that’s what attracts some investors

By Wade Shepard
August 19, 2015

A man walks past the Big Wheel inside a new casino following the completion of the second phrase of construction at the Galaxy Macau resort in Macau

A man walks past the Big Wheel inside a new casino following the completion of the second phrase of construction at the Galaxy Macau resort in Macau, China, May 26, 2015. REUTERS/Bobby Yip

from Breakingviews:

Bangkok attack shakes Thai economy’s last support

August 18, 2015

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

from Breakingviews:

Singapore’s anti-ageing cure will take time

August 10, 2015

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