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Ankur Banerjee
India has appealed to citizens to drop overseas trips and avoid gold purchases to protect a rupee that is among the world's ​biggest losers since war in the Middle East reduced crude supplies.
BUSINESS / Markets / ANALYSIS
May 22, 2026
Asia’s currencies are flashing the oil shock alarm
Asia buys about 80% of oil shipped through the Strait of Hormuz, and stress in foreign exchange markets is one of the clearest signs of rising fuel prices starting to hurt growth.
The New York Stock Exchange in New York. The part of the ‌energy ‌landscape where the real issue lurks is the physical market, where actual barrels of crude and refined products change hands, rather than ​electronic futures.
BUSINESS / Markets / ANALYSIS
May 2, 2026
Investors are running out of time to brace for true oil shock
In thrall to an AI boom ⁠that has sent stocks to record highs and harboring hopes of a short-lived Iran war, investors have yet to prepare for a doubling of physical oil prices.
The Stock Exchange of Thailand. With the fragile U.S.-Iran ​ceasefire in mind, analysts and investors warn Thailand faces another difficult year.
BUSINESS / Economy / ANALYSIS
Apr 16, 2026
Foreign investors flee Thailand as Iran war dashes hope for economic revival
The conflict has sent global oil prices up to near $100 a barrel, sharpening the focus on Asia’s reliance on energy supplies from the Gulf.
A cargo ship bound for China during a ceremony at a port in the northern Taiwan city of Keelung. Skittish foreign investors have pulled nearly $11 billion out of Taiwan stocks this year.
BUSINESS / Markets
May 22, 2025
No place to hide from any China-Taiwan conflict, investors say
For investors, the options are to stay out of Taiwan completely or stay invested and hope for the best.
Chinese startup DeepSeek launched a free AI assistant last week that it says uses less data at a fraction of the cost of incumbent services.
BUSINESS / Tech
Jan 28, 2025
DeepSeek sparks global AI selloff, with Nvidia losing around $593 billion
Chinese startup DeepSeek launched a free AI assistant that it says uses less data at a fraction of the cost of incumbent services.
Stock data is displayed in the Lujiazui financial district in Shanghai in August.
BUSINESS / Markets / ANALYSIS
Nov 1, 2024
Investors take cover in Asia ahead of U.S. election
Money managers are looking to make bets in India or China that stand to gain regardless of who becomes president. 
Chinese Finance Minister Lan Foan. For investors who were hoping to hear authorities spell out exactly how much the government will spend to revive the ailing economy, Saturday's news conference was disappointing.
BUSINESS / Economy / ANALYSIS
Oct 12, 2024
China’s stimulus message leaves investors wanting though hanging onto hope
Saturday’s news conference reiterated Beijing’s broad plans to revive the ailing economy, leaving investors disappointed at the lack of detail.
Bank of Japan headquarters in Tokyo on Friday. The Japanese yen is on a bumpy path toward strengthening after Friday's central bank policy change, threatening to upend the carry trade, one of this year's most popular strategies, as the currency inevitably becomes more expensive.
BUSINESS / Economy / ANALYSIS
Jul 29, 2023
Bank of Japan’s opaque policy shift means stronger and wilder yen
The Japanese yen is on a bumpy path toward strengthening after Friday’s central bank policy change, threatening to upend the carry trade.
Japan Times
BUSINESS / Tech
Apr 4, 2023
From fast food to autos, India’s digitally connected users lure investors
Not only new-age Indian tech companies but also traditional consumer firms that are adding digital capabilities offer a route to tap growing consumption.
Japan Times
BUSINESS / Markets
Feb 10, 2023
Japan’s bond bears delighted by government’s BOJ picks
The yen jumped 1% to flirt with ¥130 per dollar minutes after it was reported Ueda, a former member of the central bank’s policy board, will be tapped as the Bank of Japan’s next governor.

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The Terasaka Rice Terraces are seen with Mount Buko in the background.
What Yokoze can teach Japan about rural revival