from MacroScope:

Euro zone’s best growth days may already be in the rear-view mirror

August 21, 2015

The latest euro zone flash purchasing managers' indexes may have surprised slightly on the higher side, but many are still not convinced that better economic growth is coming later this year.

from MacroScope:

Inventory pile underscores risk Philly Fed could go the Empire State way

August 20, 2015

Obama visits General Electric in Schenectady New York

"Nothing to see here, folks" was the reaction most analysts had to a completely shocking report earlier this week that showed manufacturing business conditions in New York State deteriorated at their fastest pace since the start of the financial crisis.

from MacroScope:

Breakout for U.S. services economy?

August 6, 2015

It’s not very often you come across a chart like this. Usually this kind of thing happens once every 10 years or so.

from Expert Zone:

India has a good chance to pick up from where China is leaving off

By Frederic Neumann
June 4, 2015

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

from Expert Zone:

Budget 2015: How reforms can help Modi’s “Make in India” campaign

January 28, 2015

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

from Expert Zone:

India Markets Weekahead: Difficult to maintain momentum

By Ambareesh Baliga
January 4, 2015

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

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.