IMF report on NBFC concentration risk is a timely wake-up call to policymakers on potential risks. The RBI and Government need to pay attention.
The prospect of a deepening slowdown in China is a key risk, given the level of integration in Asia-Pacific economies and the central role that the country plays across the region
The market exuberance is rational in the context of low interest rates, but that doesn’t prevent it leading to excessive risk taking, stretched valuations and rising financial vulnerabilities
A new IMF working paper titled ‘Crouching Beliefs, Hidden Biases: The Rise and Fall of Growth Narratives’ looks at the changing orthodoxy on economic growth. But, as Eugene Fama says, is the business of central banks really like pornography?
Sanju Verma of Violet Arch Capital Advisors spoke to CNBC-TV18 about her outlook on the market today.