Securities and Exchange Board of India is at a loss: it does not know how to rate shares. It would like the risk of investing in a share to be summed up in a single...
What will finally pull the rug out from under the dollar’s hegemony? The euro? The Chinese yuan? Cryptocurrencies? The Greek drachma? Whatever it will be, and however fervently the death-of-the-dollar folks might wish for it, it’s not...
The US and South Korea struck an important agreement this week. Many are recognizing it as the first success of President Trump’s trade strategy and a turning point in general. It is being offered as an...
Oil has fed Dubai’s explosion into one of the most conspicuously wealthy cities in the world. Now, it says it wants to cut emissions – but can it source enough water without fossil-fueled desalination? In...
The President Macron visit to India background is the signing in 1998 of a “Strategic Partnership” between the two countries. The issues with such a giant are numerous and cannot be reduced to business deals....
In response to the resignation of one of the few “globalist” advisers in the US Administration, the resignation Cohn has sent ripples through the capital markets. Stocks have been marked down across the world. The...
The Union Budget 2018 had a very strong theme. It has given big thrust to agriculture. The focus on agriculture was welcome, given huge periods of rural distress. Agriculture in India contributes nearly 15 percent...
There are three main influence for sterling. The first is the general dollar direction. As widely recognized, the greenback was weak last year and this has continued into this year’s activity. After falling in January,...
More than any other East African country, Ethiopia is hit by an effervescence that illustrates a growth rate close to 10% for more than a decade, familiar in Asia but singular in Africa. At this...
Among the first acts on trade by the new US Administration was to withdraw from the Trans-Pacific Partnership multilateral trade pact. Trump’s opposition to TPP was well-known, but less appreciated by his critics, is that...
The India of 2019 may be drastically different from India of 2018. A general election is due in 2019 and the outcome of that election is totally uncertain. It is possible that BJP may once...
There is an unease that continues to hang over the market. It is as if a shoe fell last week, and most investors seem to be waiting for the other shoe to drop. It is...
