Tag Archives: India

Three reasons why market capitulation may be over

The return of inflation has taken a lot of people by surprise, although it should not have done. Worryingly, even central banks have acted quite surprised by the abrupt rise in prices, when they should have expected it.

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Russian war on Ukraine hurts all emerging markets

Besides the immense human tragedy that it has caused, Russia’s brutal attack on Ukraine has also thrown emerging markets back at least a decade in terms of attractivity for investors. It will be hard, if not impossible, for the asset class to bounce back.

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Investors should look for the gold of the future: forests

Probably not many people waking up next Sunday 21 March will be aware that it is the International Day of Forests — but they should be.

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What religion can teach us about business management

— This article was originally posted in Youth Ki Awaaz, India

By Sourajit Aiyer

One advantage of being an Indian is that one gets to see multiple faiths and religions in close proximity. But the world of our religions often looks very distant from the world of our business.

Many perceive business to be pragmatic and religions to be emotional and that the two do not really intersect. But the texts of various religions actually have a lot of pragmatism, which has a lot to teach modern business management. Here are some of these teachings:

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Banking on a rate cut in India after demonetization

By Sourajit Aiyer

The Indian central bank’s upcoming policy review this week, a month after demonetization, holds ample suspense for a possible interest rate cut.

The demonetization of Rs 500/1,000 currency notes since November 8 has led to a rapid inflow of deposits in banks. Brought in to fight black market money and counterfeits, the amount in circulation in these notes was estimated at around Rs 14 trillion, i.e.  about 86% of the total.

Citizens were asked to deposit them in their banks, leading to the deposit surge. The Hindu, a leading daily, said ~Rs 8.5 trillion had been deposited by end November and estimated it to reach  between Rs 10-11 trillion by early-December.

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Interest rate cuts not enough to boost Indian companies

By Sourajit Aiyer

Last week, in an article, I looked at the reasons behind the slow growth of wages in India. They have a lot to do with the slowdown of profit growth. One way to boost profits is to invest, but for this you need to raise capital; so let’s take a look at the background and prospects for capital raising by Indian companies.

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In Corporate India wages grow slowly, tracking profits

By Sourajit Aiyer

Demand slowdown has hit top line growth for Corporate India for a while; companies are maintaining profitability by operational measures. And when one digs deep into long-term data, interesting findings come to light.

From an employee’s perspective, the impact of low profitability varies among sectors. If you are working in the right one, you are lucky!

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Investors should look at SAARC as a separate asset class

By Sourajit Aiyer

This article is a synopsis of my new book, Capital Market Integration in South Asia: Realizing the SAARC Opportunity. Here is a link to the publishers’ website and here is a link to it on Amazon, where you will be able to buy it when it is launched in November.

Lee Kuan Yew, credited for converting Singapore into an economic success, once described ASEAN as “Unpromising Start, Promising Future”. This phrase can also describe the South Asian Association for Regional Cooperation (SAARC), which has seen few successes as geopolitics slowed progress.

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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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Six ideas to grow your brand in Asia

By Sourajit Aiyer

This article was originally published in InBusiness Dubai and Huffington Post India.

There are many brands in Asia, and more are cropping up each day. How do you ensure your brand grabs client attention for a long time?

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