from Global Investing:

Measuring political risk in emerging markets

October 10, 2014

(Corrects to say EI Sturdza is UK investment firm, not Swiss)

Commerzbank analyst Simon Quijano-Evans recently analysed credit ratings for emerging market countries and concluded that there is a strong tendency to "under-rate" emerging economies - that is they are generally rated lower than developed market "equals" that have similar profiles of debt, investment or reform. The reason, according to Quijano-Evans, is that ratings assessments tend to be "blurred by political risk which is difficult to quantify and is usually higher in the developing world compared with richer peers.

from Global Investing:

Bleak investment outlook sours mood at Russia forum

September 10, 2014

By Alexander Winning

What are the chances that Western investors will rush back to Russia if a shaky ceasefire in Ukraine leads to a more lasting peace? Pretty slim, judging by a keynote speech at a recent Russia-focused investment conference in London.

from Expert Zone:

Budget 2014/15 reveals priorities, sets the stage

By Gautam Chhaochharia
July 14, 2014

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

The new Narendra Modi government rides on a long wishlist of policies and reforms, with limited resources. Budget 2014/15, as expected, reveals the government’s priorities in the near and medium term.

from Breakingviews:

Modi win is blow for Tesco, good for investors

April 8, 2014

By Andy Mukherjee 

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

from India Insight:

“People need to be allowed to do business” – The Arvind Kejriwal interview, part 2

By Reuters Staff
February 1, 2014

(This article is website-exclusive and cannot be reproduced without permission)

By Frank Jack Daniel and Sruthi Gottipati

Arvind Kejriwal, Delhi's new chief minister, stormed to power in the national capital in December on an anti-corruption platform.

from Expert Zone:

Time for a relook at FDI in insurance intermediaries

By Deepak Yohannan
January 24, 2014

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

Insurance companies in India have an FDI limit of 26 percent, which may be revised upwards in the coming months. The industry requires funds to grow and the revision can be an enabler, but the process may take some time as it requires legislative approval and there seems to be some opposition to the move.

from Breakingviews:

Quitting China is all about knowing how to go

January 20, 2014

By Ethan Bilby

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

from Expert Zone:

How to rescue the falling rupee

August 23, 2013

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

I can’t predict where the rupee will eventually land and I don’t think anyone else can either.

from Expert Zone:

Indian telecoms at the crossroads again

August 5, 2013

(The views expressed in this column are the author’s own and do not represent those of Reuters)

from Breakingviews:

India new FDI rules show welcome long-termism

July 17, 2013

By Andy Mukherjee

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