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Business
europe-fossil-fuel-marketexpress-in

Europe: More energy-efficient, but still import-dependent

Total energy use in the European Union is slightly lower today than it was in 1990, but fossil fuels remain king, and dependency on fuel imports has grown. Climate and geopolitical risks have grown in...

US-auto-loans-2016-Q4-marketexpress-in

“Seriously Delinquent” Auto Loans Surge

The New York Fed, in its Household Debt and Credit Report for the fourth quarter 2016, put it this way today: “Household debt increases substantially, approaching previous peak.” It jumped by $226 billion in the...

india-tata-motors-marketexpress-in

India’s cash move nearly wipes out Tata Motors profits

Indian automotive giant Tata Motors has seen its business suffer as a consequence of the government’s recent decision to bar high-value bank notes. The company’s profits for the past quarter took a drastic dip. Tata...

china-steel-Europe-marketexpress-in

China breaks promise of cuts to steel capacities

A study commissioned by Greenpeace has found out that China massively expanded its steelmaking capacities last year, despite pledging to cut output amid a steel glut that has led to a global crisis in the...

greece-debt-marketexpress-in

Greece and the Return of the Repressed

Freud warned that unresolved psychological conflicts might be repressed but they keep returning. So too with Greece’s debt problems. A new crisis is at hand. Investor nervousness is evident in the surge in the two-year...

demonetization-elections-modi-Indian-state-elections-marketexpress-in

Indian state elections – A referendum on PM Modi’s demonetization policy

Five Indian states are electing new governments over the next few weeks. The votes will prove to be a key test of PM Modi’s popularity, which has taken a hit due to his demonetization move....

yen-trump-usd-marketexpress-in

Trump is Right About Yen

The Trump administration seems to be stepping up the pressure on the Japanese yen, accusing Japan of manipulating the exchange rate to its advantage. In our view, the accusation is essentially valid. Japanese policy makers...

india-budget-2017-direct-tax-laws-marketexpress-in

India: Budget 2017 and Direct Tax

The Finance Minister’s speech in the Lok Sabha this morning did not indicate too many changes to the direct tax laws. However, as always, the devil lies in the detail and the Finance Bill, 2017...

eurozone-economy-inflation-marketexpress-in

Eurozone growth and inflation confirm economic recovery

Fresh eurozone economic data show that inflation has risen to just below the ECB’s key target, growth is accelerating and unemployment has hit a seven-year low, suggesting the bloc’s economy is finally on the mend....

trump-trade-tpp-marketexpress-in

Trade is Trump’s Centerpiece

Investors are anxiously awaiting more details on the new US Administration’s economic policies and priorities. Part of the challenge is that the cabinet represents a wide range of views and it is not clear where...

TPP-china-US-marketexpress-in

Trump’s TPP move boosts China’s clout in Asia

Fulfilling his campaign promise, President Trump has pulled the US out of the ambitious free trade deal negotiated by his predecessor Obama. Analysts view China as the prime beneficiary of the US’ abandonment of TPP....

new-development-bank-marketexpress-in

New Development Bank: A challenge or complement to financial system

Challenging the World Bank and the IMF as a response to their failed reforms or complementing the existing market players with efficiency and not a competition, the New Development Bank focuses beyond those things and...