India-First-Global-Insights-Analysis -Sharing-PlatformIndia-First-Global-Insights-Analysis -Sharing-Platform
Opinion
indian-rupee-inr-marketexpress-in

Indian Rupee ( INR ) – Three questions ?

The Indian Rupee (INR) is surprisingly strong proving many analysts wrong. In a world where emerging market currencies experience decline, the INR has been appreciating steadily. From a low of Rs.68.77/USD in Feb 2016, the...

dollar-yuan-marketexpress-in

Dollar Dumped on Doubts on US Economic Agenda

News of the defection of two more Republican Senators doomed the Senate attempt to replace and repeal America’s national health care. The failure to replace the system dubbed Obamacare, despite the Republican majority in both...

india-nuclear-china-marketexpress-in

Is India turning its nuclear focus toward China?

India’s nuclear policy is now believed to be placing a greater emphasis on China instead of focusing on archrival Pakistan. But this is not to be mistaken as a shift in the nation’s nuclear doctrine,...

sterling-europe-boe-policy-marketexpress-in

Sterling, McCafferty, and BOE Policy

Sterling’s advance today is being attributed to comments by a member of the Bank of England’s Monetary Policy Committee McCafferty. However, we suspect it was a news item that was used to justify the price...

uk-economy-brexit-marketexpress-in

The UK economy – or how to flog a dead horse

If there are two key measures of a nation’s financial health – the budget deficit and national debt – then the UK is flat on its proverbial back. Seven years after this government came to...

yen-thoughts-marketexpress-in

More Thoughts about the Yen

The conventional narrative is that the yen’s strength is being driven by risk. It seems to border on circular logic. If the yen is up, it must be due to investors being averse to risk,...

greece-debt-euro-eu-marketexpress-in

Why Greece’s Challenge Won’t Go Away

This agreement will free up the next tranche of payment so that Greece can make a large debt service payment (~7 bln euros) next month. However, the underlying situation is not resolved, and until it...

retail-landscape-policy-marketexpress-in

Retail: Entering to succeed – Mapping the policy landscape

Entering an evolving market is akin to stepping into a minefield. How does one exploit such a market with enormous potential, but where the risk of policy quagmire is also equally probable? One way is to...

indigenous-climate-land-rights-marketexpress-in

Granting indigenous land rights could save the climate – or not

Indigenous peoples believe they preserve forests best – something that is becoming more important as the planet heats up. But indigenous peoples need land title to implement protection – why is this so contentious? Indigenous...

macron-dilemma-marketexpress-in

What would say an Indian sage to Emmanuel Macron

There was once a young king, even younger than Emmanuel Macron, who conquered power thanks to a sagacious adviser. The young king was called Chandragupta, and he was about to inaugurate the reign of the...

Apple-robotics-US-manufacturing-output-v-jobs-2017-Q1

Manufacturing Might Come Back to the US, but Robots will Get the Jobs: Apple CEO

Apple will invest in and promote “advanced manufacturing” in the US, CEO Tim Cook told CNBC’s Jim Cramer on Wednesday after the somewhat uninspiring earnings report. It was one of the ways Apple would create...

francis-fukuyama-marketexpress-in

Fukuyama on Nationalism and Class

Francis Fukuyama is one of the big thinkers of our generation. The question he asked in his 1989 essay “The End of History?” was answered in his 1992 book “The End of History and the...