The danger is that while we may well see several waves of regime change in favour of demagogues, it is…
Rajan will be a tough act to follow and the new Governor will need to define his/her position to the…
Where will the rupee be in January 2017 if the UK leaves the EU (Brexit, in common parlance) and Trump…
As President, Donald Trump may genuinely end up in service of the people, if he were to follow up on…
Most financial market models have been discarded in recent years; no reason why REER should be treated differently
Equity markets will suffer as the cycle against corruption accelerates
It is likely that markets will remain in high-alert jitters—there are any number of eminent triggers
For crude to fall this low, the US must slip into a recession and China must stop growing
RBI should allow the pressures on the rupee to be expressed instead of wasting its reserves
Increasing rupee volatility is assured and RBI must be on full-focus standby over the next few weeks
The pendulum of change swinging too far to the right has brought us to where we are today.
When the Fed (and other central banks) returns to keeping its own counsel, we’ll move towards a better reality
If you are not consistently able to beat a 50% hedge, your hedge strategy needs modification
The worst case would be a crisis peak-to-trough drop of 17-18%
RBI should take advantage of the window offered by the Chinese devaluation to cut rates by 0.25% immediately
While it makes perfect sense to ride the Rajan put, it doesn’t make sense to depend on it entirely
A common monetary policy doesn’t work without a common fiscal one which requires a single electorate
A more progressive tax structure may help but the country needs a change in the structure of fiscal policy
