The coal cancellation brings back unpleasant memories to investors of earlier 'retrospective' actions
In obsessing over interest rates in the public discourse, we often miss the other variables that monetary policy impacts, as our monetary conditions index shows
ECB boss Mario Draghi's measures on deposit rates and asset-backed securities might not work unless the euro zone's economies revive
The author asks: how much growth can good governance get us?
Ring-fencing banks will help but it does not mitigate the risks that the sheer size of the 'shadow system' poses for the larger economy
Emerging markets could be affected by a combination of lower liquidity and higher dollar interest rates caused by a hike in the US Fed funds rate
The Budget speech should outline a consistent policy world view
The ECB will need more than just minor tweaks if it hopes to resolve Europe's growth woes
The author discusses the specific achievements of Gujarat, and whether they give India reason to believe
The US needs to worry about the dip in productivity growth since it seems to be affecting a whole swathe of industries
The new government should tell the truth about dodgy numbers, and take real steps towards a fiscal clean-up
The tension in Ukraine and other nations, and the murky picture in China, is fuelling the disenchantment
The author wonders whether inflation targeting makes sense if core consumer price inflation doesn't respond to the interest rate
Commodity rates are holding up despite the winding down of quantitative easing and concerns over China's growth
The author explains why it matters for economic policy who wins the 2014 election
It seems the Fed will focus on the US' dynamics and won't be swayed by the collateral damage that its actions cause in emerging markets
The developed world's recovery, particularly that of the US, is not necessarily a positive for the Indian market
While euphoria over the Iran deal has waned sharply, the current account deficit has gone into remission due to a collapse in gold demand