Ahead of quarterly earnings, Rumit Dugar, Analyst, IT, Telecom & Media, Religare Capital Markets, says wage hikes and currency appreciation may hurt Wipro's results.» Read More
Even as the proverbial battle of supremacy between emerging economic giants China and India continues to polarize views, it seems the South Asian nation may have an edge when it comes to demography.
A.S. Thiyaga Rajan, MD at Aquarius Investment Advisors says that India could grow at about 8% if it boosts infrastructure investment.
Lei Lei Song, Senior Economist, Asian Development Bank says that Asian economies are becoming more integrated, helping them cushion a slowdown in the West.
Ajay Kapur, Head of Equity Strategy, Asia at Deutsche Bank says that India's negative story is already fully reflected in valuations of stocks, which are near 20-year lows. Indian firms have fairly good ROE as its corporate sector is reasonably efficient.
Ajay Kapur, Head of Equity Strategy, Asia at Deutsche Bank says that CIOs whom he speaks to are still bullish on equities and expect them to be higher by the end of the year.
There's growing worry about a global pilot shortage among industry experts. Asia already is experiencing a shortage. Learn why.
Adolfo Laurenti, Deputy Chief Economist & MD, Mesirow Financial, says BRIC economies face structural changes and that they need a new recipe for growth.
India’s Prime Minister Manmohan Singh, credited with turning around the economy in the 1990s, is once again fully in charge of economic policy and experts say there is growing urgency to deal with the deteriorating economy.
Clive McDonnell, Head of Equity Strategy at Standard Chartered says that Indonesian businesses are concerned about costs but they still have pricing power.
Most Asian economies from Indonesia to India will deteriorate in the second half of the year because demand from both domestic and foreign buyers will weaken, according to Nomura. The exception is China, where monetary easing and fiscal policies are already starting to take effect and will help its economy rebound in the third quarter.
Tai Hui, Head of Regional Research, Asia at Standard Chartered Bank says domestic factors will determine the resilience of Asian economies in the next few months.
Frederic Neumann, MD & Co-Head of Asian Economics Research at HSBC says Asia will not see a re-run of the financial crisis in 2008. Johanna Chua, Chief Economist of Asia Pacific at Citi, agrees, adding that the region has not totally de-coupled from the West but it is more resilient now.
"The [Indian] economy is on surer footing than it was a couple of months ago,"Taimur Baig, director and chief economist at Deutsche Bank AG told CNBC. But he added "the rupee cost of import is still pretty substantial" and that inflationary pressure on the Indian economy remained leaving the Reserve Bank of India with little room for manoeuvre on economic policy.
A falling rupee, that has depreciated about 25 percent over the past one year, coupled with red hot inflation at home and skyrocketing airfares is making foreign travel unaffordable for many Indians.
Glenn Levine, Senior Economist at Moody's Analytics says the Indian Prime Minister may find it tough to push through reforms due to India's acrimonious political situation.
Despite the gloom about India’s economy, the country’s stock market is up 12.5 percent this year making it the best performer among the BRIC nations. But technical analyst and trader Daryl Guppy says the rally may not last.
Indonesians are confident that the economy is capable of withstanding the stress in global, but risks remain.
John Noonan, Senior FX Analyst, Thomson Reuters, discusses the possible moves the ECB can take when it meets on Thursday. He adds that signs of aggressive easing by the ECB will be a welcome event because Europe needs a weaker currency.
Many emerging market countries will be home to an exploding population with a growing working-age populace over the next several decades, which will lead to attractive investment opportunities.
With ample oil and gas, Russia has the foundation to fuel its economic growth, while China and India are already suffering from power shortages. Brazil has a chance to excel but it is too soon to tell.