Page 2 - Abheek Barua

Abheek Barua and Bidisha Ganguly: Globalisation vs protectionism

Globalisation with small government has not been a successful pairing. Threat to job security and plummeting labour incomes have fuelled protectionism

Abheek Barua & Bidisha Ganguly: 'Decoupling' from China

It's difficult for emerging economies to do so, integrated as they are to supply chains originating in China. But recent rallies in the markets offer hope

Abheek Barua: What monetary transmission means

Reducing policy rates is not enough. The key is to ensure banks lend to credit-constrained borrowers

Abheek Barua & Bidisha Ganguly: A bubble in the bond market?

With inflation at over six per cent for July, the market may find a trigger to sell bonds, bringing the rally to a halt

Abheek Barua & Bidisha Ganguly: Will budget binge fuel growth in Japan?

A post-policy gain for yen makes imports cheaper and dilutes effort to fight deflationary pressure

Abheek Barua: Can the new RBI governor be a dove?

To cut interest rates, the central bank head has to open up a debate on inflation target revision

Abheek Barua and Bidisha Ganguly: Chasing another crisis

Despite the bullish sentiment in Indian and foreign markets, the next round of bad news could come from Europe. Brexit adds a new dimension to the problem

Abheek Barua & Bidisha Ganguly: Brexit done, Quitaly next?

Brexit tremors were weaker initially, but may linger and create political and economic uncertainty that will keep global financial markets on the edge

Abheek Barua & Bidisha Ganguly: Has global trade lost its mojo?

If indeed it has, that would have major ramifications for economic recovery

Abheek Barua & Tushar Arora: Looking for a job?

Too few opportunities for large-scale manufacturing and poor technical training is causing an unemployment crisis

Abheek Barua & Bidisha Ganguly: Darker days ahead for Europe

The continent remains a bagful of woes, as bigger economies teeter on the brink of a crisis. This could send shock waves across the markets

Abheek Barua & Bidisha Ganguly: Will it be Clinton or Trump?

Who occupies the Oval Office will determine what path US economic policy will take

Abheek Barua & Bidisha Ganguly: The curious case of the waning dollar

To an extent, the anti-dollar trade seems to be a reaction to the period over which the dollar rallied against other currencies. It gained strength with the emergence of the US as the only developed e

Abheek Barua & Bidisha Ganguly: A shift in the RBI's strategy

The idea is to ensure that changes in the policy rates translate into changes in borrowing costs for the aam aadmi and the aam company

Abheek Barua: Ticking all the right boxes

On the expenditure side, at least, Mr Jaitley seems to have ticked the right boxes with a continuing thrust on infrastructure, particularly roads

Abheek Barua & Bidisha Ganguly: How to manage risk in 2016

Working with some thumb rules could prepare you for likely adverse situations

Abheek Barua & Bidisha Ganguly: Not so dovish after all

The forecasts of the projected path of interest rates by the US Federal Reserve seem to indicate a full percentage increase over the next year; and that is quite hefty

Abheek Barua: The Fed's move and India

After the Fed's hike, depreciation pressure could build up for the rupee, which could spill over to other markets

Abheek Barua & Bidisha Ganguly: Basket case - yuan's inclusion in the SDR

It could place the currency on a par with global biggies. But China has to wait to be a serious challenger

Abheek Barua & Bidisha Ganguly: 2016 champion - The US dollar?

Yet whenever this view becomes dominant and the US currency appreciates it reignites concerns about the American economy importing global deflationary trends and losing its competitive edge