from Expert Zone:

How to ‘Make in India’

By Richard Rekhy
November 6, 2014

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

from MacroScope:

Post-Lehman shadows creeping up on German economy again?

October 10, 2014

Germany's Minister of Finance Wolfgang Schauble speaks during a discussion during the World Bank/IMF annual meetings in Washington

The recent stretch of dire economic data from Germany is starting to bear an unfortunate resemblance to late 2008 – when Lehman Brothers collapsed and the world tipped into the worst recession since the Great Depression.

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 MacroScope:

Britain’s export recovery looking a little more elusive

August 1, 2014

It looks like Britain might have to wait a while longer before its much-touted export recovery materialises.

from Breakingviews:

China’s strikes not as bad as they seem

June 3, 2014

By Katrina Hamlin

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

from MacroScope:

Most accurate U.S. growth forecasters say to brace for stronger data this week

April 30, 2014

Arrows shot by Olympic hopeful and member of the U.S. archery team Gibilaro are seen in the target in BranfordThe two forecasting teams that came closest to predicting the U.S. economy would nearly stall in the first quarter expect other key economic data due this week to be strong.

from Expert Zone:

Slow pick-up in India’s GDP growth

February 10, 2014

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

GDP estimates by the Central Statistics Office for the 2013-14 fiscal year show an improvement over the previous year. But the extent of improvement is too small for comfort. Possibly, in the final revision, that small margin may disappear or even turn negative.

from MacroScope:

Another false start for the U.S. economy?

February 4, 2014

Since the global financial crisis ripped the floor out from underneath developed world economies, the world's biggest one has had several false starts nailing the floorboards back in.

from Breakingviews:

Chinese M&A rings in new year with Auld Lang Syne

January 31, 2014

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

from Global Investing:

Perfect storm brewing for the rouble

December 2, 2013

A perfect storm seems to be brewing for the Russian rouble. It has tumbled to four-year lows against a euro-dollar basket. Against the dollar, it has lost around 7 percent so far this year, faring better than many other emerging currencies. But signs are that next year will bring more turmoil.