from Expert Zone:

India Markets Weekahead: Ride the bull … for now

By Ambareesh Baliga
November 23, 2014

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

from Morning Bid with David Gaffen:

The Hunger Games

November 20, 2014

The IPO train keeps on running, and on Thursday, it's being fueled with hamburgers.

from Morning Bid with David Gaffen:

Turning Japanese

November 17, 2014

Just when the market thought it was out, it gets pulled back in. The bond market continues to threaten to break into higher levels, but something always seems to undermine that story.

from Expert Zone:

India Markets Weekahead: Use current market opportunity for directional trades

By Ambareesh Baliga
November 9, 2014

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

A man looks at a screen across the road displaying the Sensex on the facade of the Bombay Stock Exchange (BSE) building in Mumbai February 6, 2014. REUTERS/Mansi Thapliyal/FilesMarkets held up in the truncated week and settled comfortably above 8,300 levels. The government’s reform push, supported by domestic news flows and positive international markets ensured stability in the new zone. Soft commodity prices, especially crude, gave markets a further fillip.

from Morning Bid with David Gaffen:

I’m just a bill…

November 3, 2014

This week is chock full of events to keep investors interested, be it in election day this Tuesday or jobs data on Friday. It’s hard to escape the notion that the United States may be starting to hit a stride when it comes to growth. There’s some expectation that this may positively affect U.S. earnings, which generally came out looking good with companies like Caterpillar and Union Pacific saying relatively good things about the U.S. in their earnings. There is also the worry that the U.S. may be dragged down by the rest of the world, but so far that effect has been limited.

from Edward Hadas:

Fear no robot overlords. They can become our best friends.

By Edward Hadas
October 30, 2014

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The “konditorei” in Sankt Florian, Austria offers fine pastries and wonderful hot chocolate. It was the perfect location to interrupt a holiday for a bit of work. Over a slice of strudel, I spent a few minutes last week contemplating my colleague Andy Mukherjee’s well argued article about the danger robots pose for the modern economy. Looking around the bakery-cafe, I saw why Andy should be proven wrong.

from Morning Bid with David Gaffen:

We come to praise QE, not to bury it

October 29, 2014

So, that’s it. Seven years and $4.4 trillion later, the U.S. Federal Reserve will exit quantitative easing, despite what a few Fedsters have said about the possibility of QE4. Let’s remember that third sequels rarely, if ever, are satisfying, they tend to meet with shrugs from audiences, and don’t often include the original cast of characters. "Alien Resurrection" ring a bell? That’s what QE4 would be. But I digress.

from Morning Bid with David Gaffen:

Rousseff and the damage done

October 27, 2014

Few political developments in the last several months have been more binary than Brazil’s presidential election. It has been more polarized than the Federal Reserve, the European Central Bank, the Ebola scare, the U.S. Midterm elections, Ukraine and what-have-you.

from Morning Bid with David Gaffen:

Still feeling the fear trade

October 24, 2014

Fear remains in the markets and it is being tested again following the diagnosis of a New York-based doctor with the Ebola virus. Even though there are just nine documented cases of the deadly disease on U.S. soil so far and just one death.

from Global Markets Forum Dashboard:

China economic reforms may result in $14.4 trillion GDP, growth at 6 percent – Asia Society report

October 23, 2014

Sweeping economic reform initiated by China President Xi Jinping in November 2013 marked a turning point for the world's second biggest economy. If implemented fully, China's potential GDP growth can be sustained at 6 percent through 2020. One risk: Falling short of that growth rate could result in growth at half that projection, or worse, leading to a new economic crisis, according to a new study.