Tag Archives: emerging Asia

India could become a ‘swing state’ in a tri-polar world

By Sourajit Aiyer

This article was originally published in Society for Policy Studies’ South Asia Monitor, India.

The United States was the sole superpower after the bipolar Cold-War ended with the Soviet Union’s demise. Then, China started flexing its geopolitical muscle using its manufacturing boom-led foreign exchange to woo developing nations. It is fast expanding its military presence in its neighbourhood.

Russia has become assertive again, and is expanding its influence in Eurasian and Middle East regions, backed by the might of its defence establishment. It is quite a coincidence that the superpowers are often the biggest producers and exporters of defence arms.

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China’s economy could be hit by three big problems

By Sourajit Aiyer

This article was originally published by Foreign Policy News USA.

Can the Chinese economic engine really be hit? It is undergoing a transformational change currently, from investment-driven to a consumption-driven one, but that would still enable it to run at a decent speed.

Here are three distinct themes that can severely hit the Chinese engine in the years to come:

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Indian consumers have actually become poorer

By Sourajit Aiyer

This article was originally published in South Asia Monitor, India.

Some analysts in developed markets insist that future growth will come from emerging markets, whose share of world GDP has increased rapidly over the past decades. But if the India’s consumers are anything to go by, the road ahead for growth is not that straight, and it is quite bumpy.

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Hedge funds turn bearish on emerging markets

Hedge funds have turned bearish on emerging markets on a medium-term outlook, a recent survey of investors showed.

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Equities rally may be on shaky ground

The equities rally seen on Friday and which continued Monday morning in Asia seems to have been caused by bargain-hunting following strong outflows over the previous week.

But it is on shaky ground, because the Fed is unlikely to extend its liquidity provisions, so volatility is on the rise.

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Equities suffer heavy outflows

Equities suffered heavy outflows last week, when investors took refuge in the safety of bonds, according to two reports.

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