Expert Zone

How to get India’s exports back on track

November 21, 2014

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

If Europe gets into a debt crisis

October 29, 2014

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

Currencies and the collapse of globalisation

By Paul Donovan
June 17, 2014

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

We live in stirring times. The president of the European Central Bank, Mario Draghi, crossed the monetary policy Rubicon and cut one of the euro area’s key interest rates into negative territory. This is dramatic stuff, as even the most economically oblivious are likely to recognise that negative interest rates are a radical policy.A picture illustration of Euro banknotes and coins taken in central Bosnian town of Zenica

The rupee at a crossroads

May 19, 2014

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

The rupee was tossed around quite a bit in the last 10 months. It dropped to a low of nearly 69 to the dollar, creating an economic crisis, before it recovered and is now at 59-60. The threat is not that it may drop once again, but that it may appreciate further and upset the economy in other ways.

Why the Fed is not worried by emerging market moves

By Paul Donovan
February 14, 2014

(The views expressed in this column are the author’s own and do not represent those of Reuters)

Rupee should not harden further

October 14, 2013

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

The rupee has recovered over the past few weeks after falling to a record low of 68.85 per dollar in August. After a period of unease, the finance ministry and the Reserve Bank of India can now take it a little easy. But care needs to be taken that the rupee is not driven up further.

Asian financial crisis and lessons for India

By Apurva Shah
August 31, 2013

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

Several economists have gone to great lengths to say that India in 2013 is not facing a repeat of the 1991 balance-of-payments crisis or the Asian financial crisis in 1997. Clearly, the crisis India faces now is unique – as most economic crises usually are.

Why the rupee is linked to jobs in the U.S.

July 10, 2013

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

Where the rupee is headed after 60

July 2, 2013

(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 Reuters)

Making the most of a mini-crisis

By Hartmut Issel
June 20, 2013

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

It all looked promising at the beginning of the year: the Indian rupee, like other Asia ex-Japan currencies, was appreciating against the dollar, to an extent on par with the Chinese yuan and just behind the Thai baht and Malaysian ringgit. Then came chatter in early May that the Federal Reserve was near gradually ending its money-printing program. The selloff in the rupee was rapid, and the currency lost more value than most of its Asian peers.