Asia-Pacific

Japan may puncture Goldman’s oil price gloom

14 Apr 2011

Crude fell after the Wall Street firm turned bearish. But Japan's need to make up for destroyed nuclear capacity could offset some downward pressures, such as an end to U.S. money printing. Japan may account for a tenth of demand growth in 2011 enough to keep oil bubbling.

China bulls look to hedge their bets

6 Apr 2011

Cheap dollars still pour into the fastgrowing economy, but as inflation accelerates, investors want more protection. With China's capital markets all but closed, that requires some ingenuity. Taiwan, Australian rates and Korean debt are among the popular proxies.

India needs solution to $1.5 trillion puzzle

24 Jan 2011

That’s what it will need to invest in infrastructure over the next decade if it is to reach 10 percent GDP growth. The government and banks won’t be able to carry that load on their own. Financial liberalisation could help fill the gap.

India is behind curve on inflation

10 Jan 2011

It’s not just that the latest food inflation figures have reached 18 pct; the current account deficit is also high. The authorities need to get a grip, even if it means sacrificing 9 pct growth. Structural reforms, not loose policy, are the only sure way to sustain rapid growth.