Unfavourable environment for EMs like India: Rob Subbaraman, NomuraRob Subbaraman, Head of Global Macro Research at Nomura, in an interview with Anand JC explains why emerging markets are in trouble, how th...
01 Jun, 2022, 11.03 AM IST
India potentially could be a beneficiary of growing economic nationalism in Asia: Rob Subbaraman, Nomura“Rise of economic nationalism means one could see regions such as Asia wanting to collaborate even more with each other and not just trade ...
18 Apr, 2022, 03.10 PM IST
India set to rebound more strongly than forecast, says Nomura's Subbaraman"We’re very bullish on India. Nomura has been ahead of the curve in saying that this second will have only a very temporary impact on the e...
08 Jul, 2021, 06.56 AM IST
Will virus scare trigger a global recession? Rob Subbaraman explainsIf tough government controls start getting replicated in other countries, global recession could be on the cards, says the Head of Global M...
27 Feb, 2020, 03.57 PM IST
China plans curbs on $1 trillion in money-market fundsSuch a move would be the latest tightening by China’s policy makers.
01 Mar, 2018, 10.52 AM IST
Tightening comes to Asia as South Korea raises interest ratesSouth Korea, home to the world’s biggest maker of smartphones, has raised its benchmark rate to 1.5%.
01 Dec, 2017, 12.18 PM IST
China recovery will be short-lived, will fall below 6% by Q4: Rob Subbaraman, MD, NomuraNeed more fiscal expansion and structural reforms across the globe.
26 Apr, 2016, 10.00 AM IST
When Fed Reserve raises rates, EMs likely to get destabilised: Robert Subbaraman, NomuraSubbaraman said that the RBI will cut interest rates by 50 basis points next year. He is not convinced that ECB's quantitative easing could...
30 Dec, 2014, 11.30 AM IST
Expect US FED to start rising rates from Sept 2015 onwards: Rob Subbaraman, Nomura Financial Advisory and Securities"The risk is that the FED could sound more hawkish. The payroll data could also be stronger and set the tone for the FED to be more hawkish...
08 Dec, 2014, 01.50 PM IST
Goldilocks year for India; GDP to grow 6.4% in 2015: NomuraThe global financial services major is also optimistic about "productivity-enhancing reforms" in the country and estimated the GDP growth a...
25 Nov, 2014, 01.01 PM IST
Don’t expect a strong growth take-off: Rob Subbaraman, NomuraThe economy is structurally weak after five years of lack of reforms. This is despite the fact that macro policies are being tightened now.
02 Jun, 2014, 04.32 PM IST
India’s growth will remain subdued for rest of the year: Rob Subbaraman, Nomura"The other important thing for the rupee is that inflation in India is much higher than its trading partners and that is weighing on the ru...
15 Jul, 2013, 12.49 PM IST
India to be a focus for investors as China’s growth slackens: Rob Subbaraman, Nomura"Emerging market economies where policymakers focus on structural reforms and have good external balances, are going to be rewarded with st...
26 Jun, 2013, 11.23 PM IST
- Markets to be range-bound unless fiscal cliff is resolved: Rob Subbaraman, Nomura
In India and Indonesia, current account is in deficit and 2013 will be a pre-election year and we think there will be delays in reforms.
12 Dec, 2012, 01.04 PM IST
- Cautious on equities in India: Rob Subbaraman, Nomura
The biggest concerns about India are fiscal deficit and the lack of reforms. The investment cycle here has been extremely weak, Rob Subbara...
12 Jul, 2012, 04.24 PM IST
- Asian economies seen shifting down in 2008
Asian economies are set to lose some steam in '08 as the US economic locomotive slows. But the region is expected to remain relatively resi...
18 Dec, 2007, 09.57 AM IST
- Drowning in cash, but China won’t spend
The economics are compelling and so is the political rationale, so why isn’t Beijing doing much, much more to improve China’s stunted publi...
01 Nov, 2006, 12.34 AM IST