The radical ideas contained in MMT are unlikely to be adopted in full, but the idea that fiscal expansion is non-inflationary provides succour to profligate politicians of all stri...
China has slowly seen its current account surplus dwindle. In large part, this change from surplus to deficit has been driven by demographic forces. As a result of China's previous...
At present the demographic forces favour repatriation during times of crisis and repatriation, at a slower rate, during times of EM currency appreciation. This is because the agein...
In business it makes sense, all else equal, to borrow if the rate of interest paid on your loan is lower than the return from your project. At the national level, if the government...
Stock Market witnesses a sweeping loss as Budget 2019 proposes surcharge on individual income above INR2cr. Government's decision to waive MDR worries banks. No one saw zero MDR co...
The Federal Reserve's response to the great financial recession of 2008/2009 was swift by comparison with that of the ECB; the BoJ was reticent, too, due to its already extended ba...
In the wake of recent incidents of fraudulent lending and lack of managerial prudence, there is a dire need of structural and policy reforms in the Indian bank. Any financial refor...
There are two factors, above all others, which are spooking asset markets at present – Inflation and Interest Rates. The former is impossible to measure with any degree of certaint...
A stock market crash will be met with liquidity and short-term respite but the world's leading Central Banks need to shrink their balance sheets and normalize interest rates. We ha...
Investing in bond markets should be approached from a fundamental or technical perspective using strategies such as value or momentum. The idea of buying bonds and holding them to...
