from Expert Zone:

India’s monetary policy outlook: What’s not to like?

September 29, 2016

A money lender counts Indian rupee currency notes at his shop in Ahmedabad, India, May 6, 2015. REUTERS/Amit Dave/File Photo - RTX2GH3F

A money lender counts Indian rupee notes at his shop in Ahmedabad, May 6, 2015. REUTERS/Amit Dave/File Photo

from Breakingviews:

Britain’s grammar school plan gets 5 out of 10

September 9, 2016

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

from Breakingviews:

May’s migrant musings a cautious positive for City

September 5, 2016

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

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 Breakingviews:

Mongolia’s hangover needs more than IMF medicine

August 19, 2016

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

from Breakingviews:

Contrary smoke signals bedevil Brexit firefighting

August 17, 2016

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

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 Breakingviews:

Believe bonds not stocks on Brexit damage

June 30, 2016

UK markets, like the Roman god Janus, have two faces. A week on from Britain’s vote to leave the European Union, equity markets present a view that things won’t be too much worse than the past. Falling government bond yields point to a bleaker future. The pessimistic thesis has more going for it.

from Breakingviews:

Austerity has no place in post-Brexit Britain

June 27, 2016

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

from Expert Zone:

India Markets Weekahead: RajanExit bigger jolt than Brexit

June 18, 2016

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

In a letter to staff, Raghuram Rajan has ruled out a second term, ending speculation over his continuing as RBI governor when his term ends in September. This is bound to shake market sentiment when it opens on Monday.