Many exporters no longer want dollars, US bank executive saysGlobal trade sees a shift. Overseas vendors prefer currencies other than the US dollar. Euro, Chinese Renminbi, Mexican Peso, and Canadian ...
17 Jun, 2025, 09.17 AM IST
Citi downgrades US stocks allocationCiti analysts downgraded U.S. stocks to neutral and upgraded China to overweight, predicting the U.S. economy's growth might lag in the com...
11 Mar, 2025, 08.32 AM IST
The stocks, bonds and currencies investors are watching during the Trump-Harris debateInvestors are increasingly jittery ahead of the first US presidential debate between Kamala Harris and Donald Trump. Volatility measures ar...
10 Sep, 2024, 08.50 PM IST
$1-trillion treasury vacuum coming for Wall Street rallyThe sales, set to begin Monday, will rumble through every asset class as they claim an already shrinking supply of money: JPMorgan estimate...
05 Jun, 2023, 06.34 AM IST
EMs hurt less as dollar’s wrath sinks rich nationsWe are seeing in developed markets the same forces that emerging markets have grappled with for the past few decades; inflation pressures a...
17 Oct, 2022, 06.42 AM IST
In already bumpy year, Russia's attack on Ukraine sets stage for more market swings"There are a lot of people talking about buying the dip so I'm sure there are a lot of portfolio managers out there with shopping lists," s...
25 Feb, 2022, 12.07 PM IST
How far will Xi Jinping go to restrain China’s real estate sector?Even though most people don’t expect Evergrande to collapse all of a sudden, the silence and a lack of major actions from policy makers is ...
21 Sep, 2021, 12.37 PM IST
After America First, some investors bet on a Biden boost abroadA stimulus-fuelled U.S. growth pickup, accompanied by corporate tax hikes -- both expected under Biden -- could push capital out of the S&P...
20 Oct, 2020, 11.57 AM IST
Investors scour EMs in search for trade war gainsDeveloping-nation stocks are headed toward their worst month since October.
28 May, 2019, 07.39 AM IST
EM equities may be surging, but currencies offer a big contrastDeveloped-nation fund managers might have largely had their fill of emerging market currencies.
09 Apr, 2019, 12.58 PM IST
Rupee in for tough times in May; blame it on dividends, weddingsThe MSCI Emerging Markets Currency Index has fallen in May in the six of the past seven years.
28 Apr, 2017, 01.09 PM IST
Trump tantrum: Worried about bond rout? Emerging markets might be down but not yet outThe cost to hedge against foreign-exchange losses is 38 per cent cheaper than it was in August 2015 when China’s yuan devaluation rattled g...
14 Nov, 2016, 09.24 AM IST
Raghuram Rajan's lament, SBI share sale flop signal 4.8% deficit is no consolationInvestors are pulling out funds not only because of rising borrowing costs in developed market, but also because of slowing economic growth...
04 Feb, 2014, 02.37 PM IST
Yuan sets tone for Asia as Japan dethroned by ChinaAsian currencies moved more in sync with the yuan than the yen over the past year, correlation data show.
31 Dec, 2012, 12.03 PM IST