MARKET PERSPECTIVE
China in an intertwined world
By J Mulraj -- Nov 21-28, 2020
China embarked on economic reforms 10 years ahead of India, under Deng Xioping, who famously said ‘I don’t care if the cat is white or black, so long...
http://www.dnaindia.com/mumbai/1873228/report-china-and-india-different-perspectives
Within the next two months, one more delegation of senior educationists from India will travel through China, to work out modalities for having student-exchange-programmes between educational institutions from both countries . The initiative is more from the Chinese side...
https://www.freepressjournal.in/cmcm/chinas-white-paper-on-the-us-tariff-spat
China-US spat threatens global trade
RN Bhaskar – June 6, 2019
In 2017, China trounced Canada to become the second largest trading partner with the US. US-China trade accounted for 635 billion against $582 billion for US-Canada trade.
But then Donald Trump...
http://www.dnaindia.com/money/column-policy-watch-india-china-will-learn-to-do-more-business-together-1834838
The year 2004 was a watershed. That was when the OECD Development Centre brought out Prof Angus Madison’s path-breaking study on The World Economy: Historical Statistics. One of the key charts from his book is reproduced below (Prof Maddison...
http://www.dnaindia.com/money/report-china-india-steeling-up-the-marketplace-1400885
There’s a whirlwind of confusion within the Indian steel industry. On the one hand, there is euphoria — demand for iron and steel continues to soar.
And India knows that it, along with China, will decide the fate of global...
https://www.moneycontrol.com/news/business/ningbos-rise-as-the-worlds-largest-port-has-lessons-for-india-4719711.html
Ningbo was India's trading partner even 2,000 years ago; then the Indian government turned myopic about trade
RN Bhaskar -- 11 Dec, 2019
Last year, the world-port-ranking underwent a change, when Ningbo-Zhoushan in south east China became the largest port in...
http://www.dnaindia.com/money/report-will-russia-india-china-become-the-new-global-centre-of-gravity-1993067
Will Russia-India-China become the new global centre of gravity?
Last fortnight, Russia and China entered into a 30-year contract worth $400 billion for supply of piped natural gas from Russia to China. This one deal could cause realignment of global...
https://www.freepressjournal.in/interviews/flying-higher-and-higher-with-haier
The incredible growth path of Haier in India and elsewhere
13 November 2019
Haier Appliances (India) P. Ltd is a 100 per cent subsidiary of Haier Group. It likes to remain low-key in its announcements to media, yet manages to be...
https://www.moneycontrol.com/news/business/economy/budget-2020-govt-needs-to-assure-foreign-investors-with-stable-laws-4853971.html
Pre Budget notes #4
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RN Bhaskar -- 24 January 2020
By now, there is no doubt that India is sliding down a slippery slope. Even the IMF recently downgraded India’s economic growth to 4.8% for the coming year (https://mmb.moneycontrol.com/forum-topics/stocks/sbi/thread-message-79498903-81298903.html). Privately, economists...
https://www.freepressjournal.in/analysis/the-case-for-bullion-banking-in-india
Will the government allow bullion banking in India?
RN Bhaskar -- 26 December 2019
India has been myopic about so many things. One of them, tragically, is gold. It has forgotten to exploit its own mines, It gave out licences to...
