Opinion
uk-eu-brexit-marketexpress-in

What happens with Brexit after Boris Johnson’s victory?

Boris Johnson will command an absolute majority in the House of Commons, giving him the votes to push through his Brexit divorce deal. But this is just a first step, and the UK might still...

trading-bull-markets

Thinking Trading

I was having a conversation recently with a friend of mine and we were talking about money and wealth and why some people obtain it and others (most) do not. My friend asked me “What...

ecb

Seven Points on the ECB and the Price Action

1. As soon as it was clear that the ECB was not easing today, the euro began to recover, after making a marginal new low for the year (just above $1.11). 2. Draghi made it...

central-bank

Central Banks: still kidding themselves

As expected by nearly everyone except the futures market, the Fed did not cut rates last week and predicted only one in the future and not until next year. This contrasts with the futures market...

us-iran

Heightened Political Risks Weigh on Sentiment

It is far from clear that the US sanctions against nine Iranian officials, with the foreign minister to be added later brings negotiations any closer. At the same time, US officials trying to keep expectations...

Drug innovation and local manufacturing Under, Make in India

In a bid to boost drug innovation and local manufacturing under Make in India program, Government of India has brought in multiple regulatory reforms. The recent notification of New Drugs and Clinical Trial Rules (“Rules”)...

language-india

The Language Controversy

The two language policy is again in the news. The argument in favour of a two language policy is that a three language policy imposes a heavy burden on the student where he has to...

credit-gdp-growth-india

India’s Credit Flow and GDP story and trend

Credit flow to the commercial sector is like the pulse of the economy. The relationship between the duo can be traced back to the writings of Schumpeter (1911) who argued that the financial sector can...

equities

Equities Find Some Traction while the Dollar Firms

Equities are paring some of their recent losses. The MSCI Asia Pacific Index is posting its first back-to-back gain in a month, led by a more than 1% rally in China. Heightened prospects for an...

yuan-MarketExpress-in

Why China Finds it Difficult to Weaponize the Yuan and US Treasuries

It looks so easy on paper. China can sell its holding of US Treasuries and/or weaken the yuan to offset the tariffs and boost exports. It is the first and easy answers from strategists, journalists,...

dollar-equities-us

Equities Waiver, the Dollar Does Not

After closing at record highs on Tuesday, the S&P 500 slipped yesterday, and the Dow Jones Stoxx 600 snapped an eight-session advance. Asia followed suit, with the Shanghai Composite posting its biggest loss (~2.4%) in...

demographic-dividend-indian-youth

India’s Demographic Dividend: Are the Indian Youth Gainfully Employed?

Youth of today are the key instruments for positive social change and the driving force for economic development and technological innovation. The changing social and economic environment impacts people in different ways and it is...