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Indian exporters and the falling rupee: help or hindrance?
India’s economic woes and the sharp decline in the value of the rupee are well known. But, the theory goes, as a currency depreciates, exporters stand to benefit. Or do they? Is a fall in the rupee...
View ArticleThe Weekender, September 7
The Weekender is back! Featuring: our top 10 most read; five things we have learned; and the week in one chart:this week, the rupee.Continue reading »
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Rupee recovery: temporary reprieve?
After hitting a tailspin in August, the Indian currency has been recovering over the past week. Is this a temporary blip on a long road of depreciation, or is this crisis over?Continue reading »
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India’s dollar window: foreign banks prepare to pile in
Raghuram Rajan, India’s new central bank governor, faces a nervous few days as he waits for Federal Reserve tapering news later on Wednesday and ponders a tricky interest rate decision on Friday. But...
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India: easier visas to boost tourism
Two things have shown India in a bad light recently: the brutal rape of a 23 year-old student in New Delhi in December, and an economic downturn which pushed the rupee into freefall. Both have affected...
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US Treasuries: EMs saying no thanks?
A little local difficulty When the US sneezes… do EMs start to run away? In line with other emerging markets, India has been cutting its holdings of US Treasuries.Continue reading »
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India’s Jet Airways stalled by USD and GDP
Shares in Jet Airways fell as much as 6.4 per cent on Thursday morning before making a partial recovery, after the group reported its worst quarterly figures on record, according to Thomson Reuters....
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India and gold (3): the story in charts
In the third part of the beyondbrics series on India and gold, we tell the story of the country’s obsession in seven charts. [See also the FT analysis: India: Part of the fabric; beyondbrics series...
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India and gold (4): demand softens this Diwali
In the fourth part of our series on gold in India, beyondbrics asks why sales of the precious metal were so subdued before this month’s Diwali festival – usually a peak season. See also part one,...
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India’s swap window: much bigger than expected
At the beginning of September, the Indian rupee hit a series of record lows. Having appeared to be immune to global economic crises in the past, India was suddenly at the forefront of the troubles in...
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India’s current account deficit: smoke and golden mirrors?
When the Reserve Bank of India put out its latest statement on the nation’s current account deficit on Monday it looked like good news. The gap narrowed to $5.2bn, or 1.2 per cent of GDP, in the three...
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India’s elections: careful with those exit polls
India’s benchmark equity index is nearing its all-time high and the volatile rupee is the strongest it has been against the dollar in weeks. Part of the explanation lies in exit polls released this...
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Sensex: reaching the point of resistance?
As the opposition Bharatiya Janata Party, with its pro-business stance, raced ahead in state elections last week and a slew of good economic data was released, India’s equity markets boomed and the...
View ArticleThe Weekender, December 14
The week in emerging markets, including our most read, five things we have learned and some long reads for the weekend. Plus the week in a chart: the rupee.Continue reading »
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India: markets stay out of EM firing line
After the Argentine peso depreciated sharply at the end of last week, talk has begun of a wider EM rout. Once engines of growth for the global economy, emerging markets are now seen as vulnerable with...
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Indian markets: tricky times
Source: Reuters The recent turmoil in emerging markets has hit India, reversing some of the the gains and optimism from the end of last year. Early on Tuesday, the benchmark Sensex index was down 0.7...
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India tourism: set for visa-on-arrival big boost?
Visa? Tick. India’s long-awaited plan to extend the option of a visa on arrival to more tourists was finally confirmed this week, following discussions between the relevant ministries. By easing the...
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Indian inflation feels the heat from Iraq
The violence in Iraq has put the nation’s oil exports at risk, prompting a rise in global oil prices. For India, which relies on imports for over 75 per cent of its oil and gas needs, that could spell...
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India holds rates steady, seeks to boost bank lending
India’s central bank left interest rates unchanged for a third straight meeting and tweaked a banking regulation to encourage lending as Raghuram Rajan, governor, sought a balance between promoting...
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How to tackle India’s gold glut: recycle it
Import restrictions and the rival appeal of equities have put a damper on India’s gold market, traditionally the world’s biggest. As festival season gets under way and Indians indulge their craving for...
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