from MacroScope:

Murky data fuel doubt over where emerging markets really stand

October 2, 2015

European Economic and Financial Affairs Commissioner Moscovici and IMF Managing Director Lagarde speak as they wait for a group photo of the G20 Finance Ministers and Central Bank Governors in AnkaraIf emerging markets are to lead global economic performance one again as they did in recent years, an important foundation will be to convince as many people as possible that reported growth data are as accurate as they can possibly be.

from MacroScope:

Weak growth may force India’s central bank to reconsider inflation focus

September 1, 2015

Reserve Bank of India Governor Raghuram Rajan speaks to The Economic Club of New York, in midtown ManhattanFor all its single-minded focus on lowering inflation, India's central bank may be forced to acknowledge slowing growth in Asia's third largest economy by cutting interest rates -- probably faster than it expected.

from MacroScope:

India’s central bank nearing policy crossroads

June 11, 2015

Traffic moves at busy intersection in New DelhiThe Reserve Bank of India is facing a fork in the road for the first time since Governor Raghuram Rajan took office amid much fanfare and started targeting inflation as the central bank's primary mandate.

from MacroScope:

Surprise monetary policy moves may become new norm in India

April 14, 2015

File photo of Reserve Bank of India (RBI) Governor Raghuram Rajan during a news conference in Mumbai

For all the measures India's central bank has taken to increase transparency in policy making, predicting rate moves by Governor Raghuram Rajan is still difficult.

from Expert Zone:

Inflation targeting: Government needs to pitch in

April 2, 2015

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

from Expert Zone:

Why the RBI’s 25 bps rate cut was too little

January 30, 2015

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

from India Insight:

Markets this week: ITC, Infosys top Sensex losers

By Reuters Staff
June 27, 2014

By Sankalp Phartiyal and Ankush Arora

Brokers trade on their computer terminals at a stock brokerage firm in Mumbai May 13, 2014. REUTERS/Danish Siddiqui/FilesThe benchmark BSE Sensex fell in three of five sessions this week, as higher crude prices hurt sentiment and the cabinet’s decision to delay a hike in gas prices disappointed investors. Caution also prevailed ahead of the June derivatives’ expiry on Thursday and fears of more violence in Iraq prompted investors to pare positions.

from MacroScope:

India share bulls running mainly on hope, well ahead of peers

June 3, 2014


Indian stocks have rallied sharply over the last two months, soaring to record highs, although the bull run that began with expectations that Narendra Modi will become the country's next Prime Minister may soon run out of road.

from Expert Zone:

Interest rates likely to remain high

February 6, 2014

(Rajiv Deep Bajaj is the Vice Chairman and Managing Director of Bajaj Capital Ltd. The views expressed in this column are his own and do not represent those of Thomson Reuters)

from India Insight:

Banking stocks surge in September; analysts cautious

September 18, 2013

After falling for four consecutive months, India's banking stocks have surged in September on value buying and recent measures announced by the new Reserve Bank of India chief, but analysts remain cautious.