Expert Zone

Budget 2016: Hopes of market bounceback fizzle out

March 1, 2016

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

The wild gyrations in the stock market on Budget day were due to initial disapproval over inadequate measures taken to recapitalise banks and the seemingly unfair corporate tax treatment for large firms that form the bulk of market capitalisation.

India Markets Weekahead: Buy into the consolidation

September 13, 2015

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

Markets displayed a spirited bounce-back after nearly four weeks of decline with the Nifty closing at 7,789, or 1.7 percent higher, on the back of supportive global cues and several reforms by the government.

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.

Reflections from Davos

January 31, 2014

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

It’s been an exciting week at Davos. The annual meeting of the World Economic Forum this year was refreshingly different from previous editions. There is a general sense of optimism.

The fear of “L”

January 7, 2014

(This piece comes from Project Syndicate. The opinions expressed are the author’s own)

How QE3 changes commodity prices

September 20, 2012

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

Bashing China won’t fix U.S. economy

July 7, 2012

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

What if Greece exits the euro zone

June 5, 2012

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

Scary oil

March 19, 2012

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

Global Economics: When China is not just China

January 20, 2012

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