For India, corporate bond reform would be like a good monsoon Foreign investors will find it easier to hedge their rupee exposure — something that has in the past been a big cap on Published 12 Sep, 2016 07:00am
Emerging economies at risk from developed world’s central banks For decades, manufacturing for export has been the lifeblood of East Asia. Published 05 Sep, 2016 06:41am
Damage from financial repression is spreading beyond Japan The roughly 12pc appreciation of the yen since the end of January — when Haruhiko Kuroda, BoJ governor, took the first Published 01 Aug, 2016 06:51am
India’s push to rid banks of bad loans The truth of the matter is that there’s never an ideal time for difficult reform Published 18 Apr, 2016 06:44am
A vast bureaucracy tries to get back on track in India For India to get its economic act together, India will need to improve its infrastructure. Updated 18 Jan, 2016 08:56am
BoJ pay rise is unlikely to raise diminishing policy returns Rising asset prices as a result of unconventional monetary policies deepen income inequalities, aggravated in Japan by Published 23 Nov, 2015 06:10am
Pain for those most in debt certain to become more severe A world awash with dollars is being replaced by a dollar-scarce world. Updated 31 Aug, 2015 11:02am
A currency skirmish that was not made in China Consumers have been able to buy more with their dollars, and borrowers have had access to cheaper financing because Published 24 Aug, 2015 06:39am
‘Back from the precipice’ — don’t base a strategy on it But whether the bet on reflation is right for more than this brief moment in time depends partly on what could ... Published 27 Jul, 2015 06:12am
China set to assume even larger weight in crucial global indices The growing legitimacy of the renminbi also comes at a time when the rest of the world is looking for a credible .... Published 11 May, 2015 07:17am
Mobile internet helps India’s tech ventures live up to years of hype Indian internet companies at last are becoming interesting for investors Published 16 Mar, 2015 06:50am
India has happier tale to tell than some of its neighbours At the same time, deflation and disinflation make the real burden of debt much heavier and make it harder for monetary Published 16 Feb, 2015 07:09am
Policies serving up easy money cannot cure Japanese stagnation Neither corporate Japan nor household Japan appears inclined to take advantage of easy financial conditions Published 02 Feb, 2015 06:42am
China less reliant on cheap currency to support its growth A healthier domestic market will make possible new sources of growth, which will put China on a more competitive Published 06 Jan, 2015 07:03am
India must tackle bad bank debts to grow In the past, there have been few auctions of bad debts and they have not been terrifically successful because of ... Published 04 Aug, 2014 06:03am
