Expert Zone

Budget 2015: Third-generation reforms needed to galvanize economy

February 19, 2015

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

India Markets Weekahead: Difficult to maintain momentum

January 4, 2015

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

India Markets Weekahead: Await a sharper correction to nibble in

October 12, 2014

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

The truncated week which opened after a five-day vacation was in a sombre mood except on Thursday, when markets bounced back due to a dovish Fed commentary. Friday again saw a correction, with the Nifty closing the week at 7860, down 1.07 percent.

The reform club

April 15, 2014

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

That custodian of the English language, the Oxford English Dictionary, describes a bubble as “anything fragile, unsubstantial, empty or worthless; a deceptive show”. Could this description apply to the current frenzy for “reform” that is seemingly sweeping the global economy? The answer is “yes, in part”. While there are some genuine attempts at reform, market expectations for reform will inevitably be disappointed in some parts of the world.

Invisible hand of market at work

October 21, 2013

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