Despite US market frothiness, AI investment fuels growth, says DBS Bank's Taimur Baig. He notes a nuanced labor market with potential wage ...

DBS Bank expects Federal Reserve rate cuts soon. However, tariffs may increase inflation beyond three percent by 2026. This complicates the...

Taimur Baig from DBS Bank discusses the global economy. He says the oil market can handle Middle East tensions. Oil prices are below histor...

Going into 2025, those who are looking to do debt refinance or debt raising, both interest rates and the exchange rate angle would be more ...

But I think that the market has priced that and the much bigger interesting questions are for 2025 because you have two possible candidates...

Baig holds a Ph.D. in Economics from the University of Illinois at Urbana-Champaign, and attended Wabash College and the London School of E...

"There are emerging market countries which are for sale now. Between equity correction and forex correction there is value, people will bot...

What the Chinese are doing in the equity market side, on the currency side is not fully understandable, says Baig.

"It is likely to come to pass that India logs 5-6% growth and the rest of the EM a mere 2%. It that case, everyone will flock to India to l...

"They still perceive India as stronger compared to other major EM economy and that compels them to remain interested in India."

If the central bank’s job is to extract a surprise out of the market and get some correction beyond what is priced in, then, of course, the...

"These steps include things like a bankruptcy code or an independent debt management office or the formalisation of the monetary policy fra...

'I would not be shocked if Arun Jaitley goes to the parliament at the end of this month and says that the FY13-14 number is indeed 4.1% of ...

"Oil price is one issue which is not a source of headache by itself. It is a refreshing positive for the economy."

It is good for India and you could argue that some of the hard work that has been done particularly by the RBI .

I do not think the US FED cares about the rest of the world as far as its own monetary policy reaction function is concerned.

Corporations are seeing very high cost and that is a deterrent to investments. Therefore, bringing down inflation is imperative.