Global markets face two major shifts: intense AI competition sees Anthropic challenging OpenAI's dominance, raising questions about AI's mo...

Invesco's Arnab Das suggests a fragmented global economy with shifting capital flows from the US to Europe and Asia due to trade tensions. ...

Arnab Das from Invesco discusses Donald Trump's threat to impose a 100% tariff on countries moving away from the US dollar. He argues that ...

When you are in an environment in which rates are going up, the dollar is going up, instruments with cash flows, particularly not so risky ...

"It will be positive in the very short term. We still have the ultimate design for which there is a monetary union without a fiscal union."

It is not a done deal because yesterday the creditors were holding their ground, so let us hope that they climb back from the brink, let us...

'We are moving in that direction but we are still talking about a rate hike that is several months away, maybe six to nine months after the...

'If the monetary conditions in other major economies are easing, then that will to some extent offset what the Fed is doing.'

"With risks of Eurozone crisis and US default having been suppressed, pressure has shifted from capital markets to behaviour of bank balanc...

"If we have a string of strong data through payback and then the weather improved, then it became clear that the underlying trend in econom...

'However, maybe the only way to move at the moment, given the political constraints, is to finance the current account deficit'

Rupee will stabilise a bit now and continue to be reasonably well supported because the problem in Syria may not face such a sharp response.

India’s key vulnerability is the large size of current account deficit in combination of the fiscal deficit.

Consumption will continue to rise quite rapidly in most emerging market countries, including India, says Arnab Das of Roubini Global.

The global environment has become much more supportive to risk taking and fund flows to emerging market countries, says Arnab Das.

Most major economies are slowing. However, in most other parts of the world, inflation is not a big problem as it is in India.

Expect rate cuts with the hope that inflation will tail off & therefore rupee will tend to underperform, says Arnab Das, Roubini Global Eco...