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Fortescue's Andrew Forrest speaks to @Breakingviews Asia Editor @ugalani about why all countries need an Inflation Reduction Act and the lessons of leading the world’s fourth-largest iron ore miner through change. Listen here: reut.rs/46M4786
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From @Breakingviews: MUFG and Morgan Stanley will collaborate on equities and currencies as their 15-year alliance evolves. With global interest in Japan driving up stocks, the partnership will become even more the envy of its peers, says @ugalani reut.rs/3OkD9i4
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From @Breakingviews: US and China are decoupling, and it is permanent. In this Exchange podcast, Gavekal research director Chris Beddor discusses with @ugalani about the changing trade and financial flows between the two countries reut.rs/43OzjD1
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India is establishing itself on the global investment map. In this week's @Breakingviews podcast, author and ex-IMF director Ashoka Mody tells @ugalani why executives should look at its underemployment problem instead of focusing on 7% GDP growth reut.rs/45zdIjs
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From @Breakingviews: India's growing importance as a potential alternative investment destination to China shifts the focus away from the challenges of doing business, and onto what it can offer, says @ugalani reut.rs/3nKmnyr
Tim Cook opens the first Apple store in India #mumbai #Iwasthere
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James Murdoch’s cut-size India deal has some logic bit.ly/3UycsIh @ugalani
Where was I? Stunning views of rural India on a clear day. Our flight was about 20mins from Mumbai, returning from Singapore. Is this in Maharashtra? If so, where? @airvistara
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On @Breakingviews: Expats are sizing up their future in Hong Kong but with reservations. No wonder that the city’s leader is pitching for more business from China and beyond the West. It'd put a new spin on the Asian hub's global aspirations, says @ugalani reut.rs/41mshEY
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On @Breakingviews: Barclays, Deutsche Bank and others helped Gautam Adani supersize his empire. A $110 billion share rout exposes their willingness to take a narrow view of risk on lucrative relationships. The questions will get louder, says @ugalani reut.rs/3XecTqM
Stunning views of the Himalayas on the Drukair flight from India into Paro, Bhutan. Everest, Lhotse, and Kangchenjunga (first, third and fourth highest mountains in the world). #Happynewyear
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From @Breakingviews: Buying banking assets is complex. Singapore’s DBS added a geopolitical twist when it agreed to acquire Citi’s Taiwan consumer arm. As tensions rise, CEO Piyush Gupta is holding his nerve on a deal due to close next year, says @ugalani reut.rs/3TFbnfD
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Ouch, that means higher #Oilprices this winter/festive season across the globe? @ugalani @ShankkarAiyar @satish_jha @mkvenu1
OPEC+ agreed steep oil production cuts, curbing supply in an already tight market and causing one of its biggest clashes with the West as the U.S. administration called the surprise decision shortsighted reut.rs/3SK5VbQ
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On @Breakingviews: The Bank of Japan is signaling it may soon intervene as the yen hits 24-year lows. It will need to do more than throw money at the foreign exchange markets to halt the slide, says @JennHughes13 reut.rs/3UaN4HM
Join us to hear from Ashwani Gupta, one of the few foreigners who have made it to the top of Japan Inc.
Few foreigners have made it atop a Japanese manufacturing giant. Nissan’s COO Ashwani Gupta is one of them. Join Gupta in conversation with Asia Economics Editor @petesweeneypro for a live @Reuters #Newsmaker on Sept. 15, 5pm JST/8 am GMT. RSVP: bit.ly/3CX7eij
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From Breakingviews - China congress will keep investors catastrophizing reut.rs/3RWH9UP
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A Fitch Group unit rankled Adani executives last month by calling it “deeply overleveraged”. But now they're talking, and investors have two clearer views of the company to weigh up. That’s a transparently good outcome, says @ugalani bit.ly/3U4eY8D
After calling the $200bln Adani Group "deeply overleveraged", Fitch's CreditSights spoke to the company management. Fitch found they made calculation errors but still find leverage ratios elevated and capital structures skewed towards debt "a matter of concern" in 8page report.














