India has no option but to shut China out, notes T C A Srinivasa-Raghavan.
'India is possibly the most fiscally constrained market in the region.'
Global investor and author Jim Rogers, who recently sold his India investments, talks about his disappointment with Prime Minister Narendra Modi's economic reforms, why he is betting big on the US dollar and the Chinese Renminbi and what will bring him back to India some day.
The renminbi is expected to weaken another 2 per cent in six months.
The Indian rupee is down nearly 2 per cent against the US dollar since the beginning of January 2019. Experts attribute the Indian rupee's relatively poor performance to a sharper-than-expected fall in economic growth in India.
Dealers attributed the fall to the dollar's gains after China devalued yuan, which pushed up demand from importers for the US currency.
As the reform process is expected to gain further momentum, the Indian rupee will continue to outperform its Asian peers, which are likely to weaken further against the US dollar in 2015, says an HSBC report.
Sluggish domestic equities and persistent capital outflows largely pressurised the Indian unit
China's intended role for AIIB is not so different from the existing Western lenders like the World Bank.
Not only is gold a hedge against currency depreciation, rising crude prices and uncertainty, it is up 7 per cent (in dollar terms) in the past 12 months, says Devangshu Datta.
Most analysts had predicted a decline in real estate fixed asset investment.
'Chinese real GDP growth is 7.1% and India's is 7.4%'.
They now believe their money will be repaid after completion of the tenure of the instruments they have invested in, says Anup Roy.
JPMorgan, Goldman Sachs, Bank of America Merrill Lynch and Morgan Stanley, as well as Britain's Asia-focused Standard Chartered said they would try to support London's financial sector
Brexit is, in the parlance of the financial community, a 'risk-on' development.
Will the rupee keep falling in value against the US dollar? What will be its impact?
China's domestic debt is a major concern.
The world economy's growth engine is slowing, but not collapsing.
There is merit in considering whether merchandise exports can be facilitated by halting if not reversing the rupee's appreciation, says T N Ninan.
According to the global professional services company, the sharp fall in the value of the rupee against the US dollar in 2013 contributed to reducing labour costs in India.
Benchmark indices plunge 4.7% in the first full week of 2016.
The dollar bond market has been a favourite for Indian firms in 2014.
China has emerged as the world's third largest investor as Foreign Direct Investment (FDI) from the Communist giant jumped by 17.6 per cent last year defying a global pattern.
'Does the country risk being enclosed in a geographical cocoon if it spurns a multi-continent project for which everyone else has signed up,' asks T N Ninan.
The onshore yuan trading band is tightly controlled.
New Development Bank plans to issue $300-500 mn worth masala bonds in rupee: K V Kamath.
A strengthening dollar, rising interest rates, tightening liquidity and a surge in oil prices - all are combining to create a toxic atmosphere for EM assets, says Akash Prakash.
Chinese brokers had been looking to use some of the cash they raised this year to expand their global reach
Non-performing loans in the Chinese banking system stood at RMB 1.27 trillion at the end of 2015.
So unless you are convinced of getting your market timing absolutely bang on everytime, opting for SIPs is more realistic from a logistical and psychological standpoint, says Larissa Fernand
For several years the Chinese authorities have been taking steps to internationalise the use of the yuan.
Globally, jewellery buying fell 14%, investment slid 11%.
'The Chinese devalued the yuan initially but then stopped'.
The recent market crash in China has triggered sympathetic drops.
Investors still seem to have a disinflation bias to their thinking.
Since 2000, China has had the world's largest outflow of HNIs.
Information technology, not manufacturing or infrastructure, should be the focus of the government while implementing initiatives such as Make in India and Start Up India.
Modi sarkar will have to undertake reforms to prove its mettle.
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