from Breakingviews:

Ecuador economic ‘miracle’ meets maturity

September 11, 2014

By Rob Cox

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

from Breakingviews:

China’s subway splurge only half on right track

June 26, 2014

By John Foley

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

from MuniLand:

America’s unstable road funding

By Cate Long
June 25, 2014

Congress General Fund

The national account to fund America’s highway construction and other transportation is nearly empty. The revenues that go into the Highway Trust Fund, which come from a federal 18.4 cent per gallon tax on gasoline, are expected to dip below $4 billion in July. Congress has transferred monies from the general fund in four of the past five years (the yellow stars above) into the Highway Trust to make up for the shortfall from the fuel tax.

from Expert Zone:

Indian markets: Earnings in focus, better to stick to fundamentals

By Mukesh Agarwal
June 2, 2014

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

It’s reasonable to ask whether the Indian stock market has lost steam after the blistering run-up seen over the past couple of months. Since August, the markets have rallied about 40 percent, with many stocks in high-beta sectors such as infrastructure generating a return of more than 100 percent. At a one-year forward price-to-earnings (P/E) multiple of 15x, the Nifty isn’t exactly cheap for retail investors right now.

from Expert Zone:

A shortcut to industrial recovery

May 5, 2014

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

A worker sprays water over piles of coal at Mundra Port Coal Terminal in the western Indian state of GujaratThe rate of growth in infrastructure industries falling to 2.6 percent in FY2013-14 came as a shock. That’s because these industries had been consistently growing at relatively high rates in the previous three years, in spite of the drop in production in other industries.

from Breakingviews:

Carlyle descends into a public-private inferno

April 4, 2014

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

from Breakingviews:

Privatisations a bright spot for gloomy Aussie M&A

February 13, 2014

By Una Galani

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

from The Great Debate:

The middle class’s missing $1.6 trillion

By Charles R. Morris
February 13, 2014

The United States was the world’s first middle-class nation, which was a big factor in its rapid growth.  Mid-19th-century British travelers marveled at American workers’ “ductility of mind and the readiness…for a new thing” and admired how hard and willingly they labored. Abraham Lincoln attributed it the knowledge that “humblest man [had] an equal chance to get rich with everyone else.”

from The Great Debate:

The other inequality is structural

By David Dante Troutt
February 3, 2014

For the second year in a row, the issue of economic inequality was featured in President Barack Obama’s State of the Union Address. Even some Republican lawmakers have now dared to speak the “i-word.”

from MuniLand:

The Senate’s latest twist: The American Infrastructure Fund

By Cate Long
January 27, 2014

A bipartisan group of eleven U.S. Senators, led by Colorado Democrat Michael Bennet, has filed legislation to create the American Infrastructure Fund. Senate bill 1957 would: