China On Track To Be World’s Largest Oil Refiner in 2021
In the global refining industry, COVID-19 has exposed a seismic shift. While China’s oil refineries forge ahead with capacity expansion,…
Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk
A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream…
Analysis: Thai Baht’s Performance Is Out Of Sync
Top Asian currencies such as the ASEAN region’s best performer the Thai baht (THB), the Korean won (KRW), and Indian…
Emerging Markets: The Next Decade Of Growth
Where will growth be the fastest in the next decade? Economies growing at 7 percent or more each year will…
Elections, Financial Services and Commodities: A Postcard From India
India’s financial sector can be as chaotic as a Mumbai street market. But when I recently visited India and looked…
Emerging Markets: What To Watch This Week
Israel January trade data is due out on Wednesday and January CPI will be reported Friday. Sluggish growth and low…
Commodities: Why Coal Markets Are Moving East
Before the emergence of oil and gas, there was coal. Cheap and plentiful coal powered the Industrial Revolution in Europe and…
Departure Of RBI Governor Points To Rift With Government
Following the resignation of Urjit Patel, the Reserve Bank of India’s (RBI) governor, concerns have risen on whether other top…
India’s Currency Decline Prompts Government Intervention
Indian authorities have officially stepped in to to contain the rupee’s slide against the US dollar. Having announced new measures…
Populism, Political Headwinds Impact India’s Budget
Indian Finance Minister Arun Jaitley has released India’s 2018 budget and as expected, the minister took on healthcare and infrastructure,…
Emerging Markets: 2018 Global Themes
David Woo, head of global rates, foreign exchange, and emerging market fixed income with Bank of America Merrill Lynch looks…
India Update: RBI To Stay On Hold
RBI Expected To Hold Amid Price Stability Concerns Concerns about price stability are likely to return to the forefront for…
