Ben Ezra
@benezrafx.bsky.social
FX & Emerging Markets insights with a global lens. I write about currencies, capital flows, global markets, and the political economy driving them.
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
December 24, 2025 at 6:08 AM
Why does India’s GDP Growth Numbers Need a Statistical Revamp?
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
The article link 🔗 in comments
#India #GDP #Indianeconomy #Economicdata #MoSPI #Statiatics #GDPMethodology #Datagovernance #Nifty #AMTInsights #Ecosky
www.angrymetatraders.com/post/india-i...
#India #USDINR #Nifty #Nifty50 #IndiaGovt #IndiaEconomy #gdpgrowth #AMTinsights
#India #USDINR #Nifty #Nifty50 #IndiaGovt #IndiaEconomy #gdpgrowth #AMTinsights
India Insider: The 8.2% Growth Mirage Needs a Reality Check
India is celebrating the 8.2% real GDP growth result for Q2 FY26, as if it has entered a new economic orbit. Politicians are claiming victory and media is packaging optimism. The narrative is simple: ...
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December 22, 2025 at 2:08 PM
www.angrymetatraders.com/post/india-i...
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Why a Deep Corporate Bond Market is Needed
India’s corporate bond market remains small relative to the size and ambitions of its economy. This is often described as a regulatory shortcoming. In reality, it reflects a deeper structural choice:
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December 14, 2025 at 12:52 PM
www.angrymetatraders.com/post/india-i...
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
India Insider: Corporate bond market needs to mature, grow and become deeper to help companies and economy.
#IndiaBusiness #India #Bonds #IndiaCorporate #IndiaEconomy #usdinr #financing #loans #AMTinsights #corporatebonds
1/3
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
December 5, 2025 at 2:03 PM
1/3
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Bloomberg: India’s share of Russian imports is now less than 2%. New Delhi and Moscow intend to increase trade to $100 billion by the end of the decade."
Reposted by Ben Ezra
Bill Gates warned that health gains responsible for halving deaths of children under 5 in the past 25 years could go into reverse if global health aid cuts persist.
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
Bill Gates warns aid cuts risk big increase in child deaths
Global health aid is set to fall more than a quarter this year as rich countries reduce funding
www.ft.com
December 4, 2025 at 8:59 AM
Bill Gates warned that health gains responsible for halving deaths of children under 5 in the past 25 years could go into reverse if global health aid cuts persist.
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
He also said that US questioning of the safety of the whooping cough vaccine “should be kind of shocking”.
www.ft.com/content/e3f0...
Reposted by Ben Ezra
Bond Investors Raise Specter Of Hasset-Liability Mismatch
December 3, 2025 at 6:36 PM
Bond Investors Raise Specter Of Hasset-Liability Mismatch
www.angrymetatraders.com/post/india-i...
#India #Russia #russianoil #INR #cny #China #USDINR #CrudeOil #Modi #Putin #Trump #IndiaInsider #AMTinsights
#India #Russia #russianoil #INR #cny #China #USDINR #CrudeOil #Modi #Putin #Trump #IndiaInsider #AMTinsights
India Insider: Why Russian Oil Should Be Treated Skeptically
As Russian President Vladimir Putin arrives in New Delhi for a bilateral summit, the mood in India’s capital is one of profound strategic tension. The core of the problem is India’s massive appetite f...
www.angrymetatraders.com
December 4, 2025 at 8:51 AM
Reposted by Ben Ezra
Investors pile into UK bonds and sterling after budget reut.rs/3MqOwq0
Investors pile into UK bonds and sterling after budget
Investors piled into long-dated UK bonds on Wednesday, pushing yields down by the most since April, and boosted the pound after UK finance minister Rachel Reeves' budget helped alleviate some concern about Britain's long-term finances.
reut.rs
November 26, 2025 at 9:15 PM
Investors pile into UK bonds and sterling after budget reut.rs/3MqOwq0
www.angrymetatraders.com/post/india-i...
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India Insider: Nifty Defense Index Surges in 2025 Rearmament
The Nifty India Defence (Defense) Index, which tracks the country’s leading defense manufacturers, has surged sharply on the back of robust order flows, a structural policy shift, and increasingly vol...
www.angrymetatraders.com
November 23, 2025 at 9:17 AM
www.angrymetatraders.com/post/india-i...
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
India’s defense sector has been one of the standout performers in the domestic equity market. By mid-2025, the Nifty Defense Index had risen more than 25% year to date, outperforming most sectoral indices
The lira has for years been one of the world’s most volatile currencies, and Japan’s increasing unease with the weakness of the yen — which has raised the specter of intervention — means day traders are now exposed to the risk of swings from both sides
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
The Turkish lira, which has plunged over 16% against the yen this year, has become one of the hottest bets for Japan’s risk-hungry day traders — raising fears yen intervention or lira volatility could wipe them out.
November 20, 2025 at 4:01 PM
The lira has for years been one of the world’s most volatile currencies, and Japan’s increasing unease with the weakness of the yen — which has raised the specter of intervention — means day traders are now exposed to the risk of swings from both sides
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
The Turkish lira, which has plunged over 16% against the yen this year, has become one of the hottest bets for Japan’s risk-hungry day traders — raising fears yen intervention or lira volatility could wipe them out.
Japan traders' fondness for Turkish lira prompts fears of intervention losses
The lira is one of the world’s most volatile currencies and Tokyo is increasingly uneasy with the weakness of the yen, leaving day traders exposed on all sides.
ebx.sh
November 20, 2025 at 4:01 PM
The lira offers a three-month yield of more than 30% on an annualized basisagainst the yen, dwarfing local returns of less than 1%. Although other popular carry trades like the Brazilian real have done better than the lira in spot terms this year, their interest returns tend to be much lower
Excellent Explanation by Michael Sir
1/8
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
Poor Countries Got $1 Trillion From China. So Did Rich Ones.
www.nytimes.com
November 19, 2025 at 1:43 AM
Excellent Explanation by Michael Sir
Reposted by Ben Ezra
1/8
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
Poor Countries Got $1 Trillion From China. So Did Rich Ones.
www.nytimes.com
November 18, 2025 at 9:53 AM
1/8
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
NYT: "The biggest recipient of Chinese financing over the past two decades has been the United States, where Chinese banks have extended $200 billion in financial support to American companies and projects."
www.nytimes.com/2025/11/18/b...
Reposted by Ben Ezra
2/8
This shouldn't surprise us, even if it seems to go against what we've been reading in headlines in recent years. China is the largest net export of capital in the world, which is just the flip side of its running the biggest trade surpluses in the world.
This shouldn't surprise us, even if it seems to go against what we've been reading in headlines in recent years. China is the largest net export of capital in the world, which is just the flip side of its running the biggest trade surpluses in the world.
November 18, 2025 at 9:53 AM
2/8
This shouldn't surprise us, even if it seems to go against what we've been reading in headlines in recent years. China is the largest net export of capital in the world, which is just the flip side of its running the biggest trade surpluses in the world.
This shouldn't surprise us, even if it seems to go against what we've been reading in headlines in recent years. China is the largest net export of capital in the world, which is just the flip side of its running the biggest trade surpluses in the world.
www.angrymetatraders.com/post/india-i...
1/2
New technologies undoubtedly increase output per worker, enhancing productivity. Yet, in the absence of strong labor institutions, this productivity boom has not translated into higher wages.
1/2
New technologies undoubtedly increase output per worker, enhancing productivity. Yet, in the absence of strong labor institutions, this productivity boom has not translated into higher wages.
www.angrymetatraders.com
November 12, 2025 at 1:48 PM
www.angrymetatraders.com/post/india-i...
1/2
New technologies undoubtedly increase output per worker, enhancing productivity. Yet, in the absence of strong labor institutions, this productivity boom has not translated into higher wages.
1/2
New technologies undoubtedly increase output per worker, enhancing productivity. Yet, in the absence of strong labor institutions, this productivity boom has not translated into higher wages.
www.angrymetatraders.com/post/india-i...
India Insider: Power of the India's Reserve Bank to intervene is limited by market forces. - U.S tariff pressures, remittances, India equities all playing a role.
India Insider: Power of the India's Reserve Bank to intervene is limited by market forces. - U.S tariff pressures, remittances, India equities all playing a role.
India Insider: Reserve Bank of India Intervention is Limited
After weeks of steady appreciation due to Reserve Bank of India intervention on the 15th of October, the Indian Rupee has now returned to the same 88.72 levels against the USD before the policy action...
www.angrymetatraders.com
November 5, 2025 at 2:48 PM
www.angrymetatraders.com/post/india-i...
India Insider: Power of the India's Reserve Bank to intervene is limited by market forces. - U.S tariff pressures, remittances, India equities all playing a role.
India Insider: Power of the India's Reserve Bank to intervene is limited by market forces. - U.S tariff pressures, remittances, India equities all playing a role.
Rupee has come back to the same level that RBI has intervened to curtail the depreciation
Despite portfolio inflows in October into Indian Equities, rupee depreciation clearly shows the uncertainty is lingering related to U.S Tariffs
#US #India #Tariffs #Trump #Modi #Newdelhi #Washington #USDINR
Despite portfolio inflows in October into Indian Equities, rupee depreciation clearly shows the uncertainty is lingering related to U.S Tariffs
#US #India #Tariffs #Trump #Modi #Newdelhi #Washington #USDINR
November 3, 2025 at 1:22 PM
1/2
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
October 30, 2025 at 12:54 AM
1/2
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases
www.angrymetatraders.com/post/india-i...
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases.
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases.
India Insider: Affluence Among the Few, Aspirations for Many
A recent report by Franklin Templeton highlighted that India’s per capita income will penetrate the $5,000.00 USD level by 2031, pushing the country into what some analysts consider an affluence trigg...
www.angrymetatraders.com
October 29, 2025 at 4:51 PM
www.angrymetatraders.com/post/india-i...
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases.
India Insider: Affluence attained for some remains an aspiration for many as rural wages fail to keep up with real inflation in many cases.
As AMT's India Insider noted in September, the IPO windfall gains are fading in October in Indian Markets where the Speculation was rampant.
October 29, 2025 at 3:24 AM
As AMT's India Insider noted in September, the IPO windfall gains are fading in October in Indian Markets where the Speculation was rampant.
1/2
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
October 28, 2025 at 1:31 PM
1/2
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
The Swiss franc's rally against the yen continues despite a negative carry, showing that yield differentials alone aren't driving this move. Shorting the franc against the USD looks like a better trade, especially since the yen no longer behaves like the traditional safe haven it once was.
www.angrymetatraders.com/post/india-i...
As monsoon rains ravage cities across India and cases of cold and fever rise among children, parents are questioning the quality of drugs prescribed by doctors after 24 children in Madhya Pradesh died from consuming Coldrif Cough Syrup
As monsoon rains ravage cities across India and cases of cold and fever rise among children, parents are questioning the quality of drugs prescribed by doctors after 24 children in Madhya Pradesh died from consuming Coldrif Cough Syrup
India Insider: Pharma and Earning Trust Thru Accountability
The pharmaceutical industry in India is a global powerhouse, often touted as "best in class." Nearly 32% of India’s pharma exports go to the United States, and India's products are renowned for their ...
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October 21, 2025 at 12:30 PM
www.angrymetatraders.com/post/india-i...
As monsoon rains ravage cities across India and cases of cold and fever rise among children, parents are questioning the quality of drugs prescribed by doctors after 24 children in Madhya Pradesh died from consuming Coldrif Cough Syrup
As monsoon rains ravage cities across India and cases of cold and fever rise among children, parents are questioning the quality of drugs prescribed by doctors after 24 children in Madhya Pradesh died from consuming Coldrif Cough Syrup