Conflict between sentiment and hard data is not unusual but is already looking like the biggest challenge for investors in 2019. Real activity Index chart comes from the collaboration on global economic data between the...
There were only a few formal disputes under NAFTA 1.0. It says more about the adjudication process than the underlying issues. It was not binding. The Democrats want stronger enforcement provisions in what the NAFTA...
General Elections are round the corner. There is lot of uncertainty about the outcome of elections. Many opinion polls are predicting a BJP victory. Even the stock market is going up under the expectations of...
It is high time that the corporate communications function acknowledges the importance of and starts adopting the much-vaunted design thinking approach both strategically as well as tactically. Product companies swear by it, and services companies...
Coworking in the modern context redefines the concept of ‘working together’. As the economy moves towards a knowledge economy, the emergence of the highly individualized labor market in which urban professionals work as casuals, project...
The capital markets remain subdued. Many Asian equity markets eased after a strong two-day advance. European equities are slightly firmer. The S&P 500 closed at new five-month highs yesterday. Benchmark 10-year yields are mostly a...
Corruption and poor governance as a major deterrent to investment and economic growth is well known. Yet in many spheres we have accepted corruption as a way of life. However, with the growing public awareness...
The ECB meeting is today’s highlight. A dovish signal is expected. The euro remains pinned near its lows ahead it. The global equity market rally in January and February is faltering this week. Asian equities...
News that MSCI plans to substantially boost China’s equity weighting in its indices and a better than expected Caixin manufacturing PMI and some easing of India-Pakistan tensions helped bolster the risk-taking appetite going into the...
Targeting the poor has been a constant challenge for policy makers in India. In the early 70’s the social planners followed the strategy of growth mediated development policies with the assumption of ‘Trickle Down Hypothesis’...
Activity in the global capital markets is subdued as investors await fresh developments. New wording for the Irish backstop apparently is being drafted. US-China trade talks resume. No decision has been made on US auto...
In January, orders for Class-8 trucks — the heavy trucks that haul trailers with goods of all kinds across the US — plunged by 58% from a year ago, to just 15,642 orders. It was...