Press Articles
by Dilip Parameswaran

2019-09 "Can India be the next China?" International Financing Review Asia - The article argues that the current trade environment has presented an opportunity for India to gain a greater share of global manufacturing, but it will need to overcome considerable challenges. Click here to download.

2019-01 "​The China-US trade war: The long and short of it" International Financing Review Asia - The article argues that only a focus on longer-term structural issues, not a short-term mercantilist approach, can shape the china-US economic relationship to the benefit of both the countries. Click here to download. 

2018-04 "Use a scalpel, not a bludgeon" International Financing Review Asia - The article argues that indiscriminate tariffs are not the answer to the current US-China trade imbalance, especially as China’s once overwhelming competitive advantage has dwindled. Click here to download.

2017-04 "Outlook for Asian Credit" Roundtable discussion organized by International Financing Review Asia - Dilip participated in this discussion, which had seven participants from the industry. Click here to download the discussion report.

2017-01 "Take comfort in Asian credit" International Financing Review Asia - The article looks at the outlook for Asian fixed income in the context of the various risks facing the financial markets in 2017. Click here to download.

2016-05 "India needs to more on bad debts" International Financing Review Asia - The article examines India's high bad debts and considers what needs to be done. Click here to download.

2016-01 "Sense and stability in Asian fixed income" International Financing Review Asia - The article examines the outlook for Asian bonds in a situation of economic risks and potential rate increases. Click here to download.

2015-11 "Commodity traders under stress" International Financing Review Asia - The article examines the risks inherent in the different business models of commodity traders and how they translate to risks for their lenders. Click here to download.

2015-08 "China’s stock market gyrations will keep markets spinning" International Financing Review Asia - The article examines the recent volatility in the Chinese stock markets and looks at its impact in the medium term. Click here to download.

2015-05 "Solving the structural problem in Chinese bonds" International Financing Review Asia - The article provides a few specific suggestions to improve the structural subordination problems in Chinese bonds. Click here to download.

2015-03 "Indian budget a mixed report card for Modi" International Financing Review Asia - Commentary on the first budget of the Narendra Modi government. Click here to download.

2015-02 "Kaisa raises new risks for China credits" International Financing Review Asia - The article looks at the implications of the Kaisa problem for investors in Asian credits. Click here to download.

2015-01 "Steering through the storm in Asian credit" International Financing Review Asia - The article looks at the outlook for Asian bonds in 2015. Click here to download.

2014-11 "India - On the right track" International Financing Review Asia - The article looks at the confluence of factors in favor of India in the medium term. Click here to download.

2014-10 "Pain and pleasure in China property bonds" International Financing Review Asia - The article sets the risks of investing in Chinese property bonds against the mitigating factors. Click here to download.

2014-09 "Is there a bubble in Asian fixed income?" International Financing Review Asia - The article analyses the trends in Asian bond yields and spreads and other fundamental factors to answer the question. Click here to download.

2013-09 "Asian bonds: Rising discrimination" Reuters - The article analyses the reaction in Asian bond markets to potential tapering of quantitative easing by the U.S. Fed. Click here to download.

2013-06 "Debt strategies for new era after Fed tapering" South China Morning Post, Hong Kong - The article suggests two strategies for Asian debt investors in an environment of rising interest rates. Click here to download.

2013-03 "There is life in Asian high-yield bonds yet" Business Times, Singapore - The article argues that Asian high-yield bonds are likely to outperform investment-grade bonds, despite tight valuations. Click here to download.

2013-02 "Perpetual Notions" South China Morning Post, Hong Kong - The article discusses the risks of perpetual bonds. Click here to download.

2013-01 "QE3 provies no boost for bullion prices" South China Morning Post, Hong Kong - The article discusses the downside to gold prices. Click here to download.

2012-12 "Bubble trouble for fixed-income assets?" South China Morning Post, Hong Kong - What does 2013 hold for Asian fixed income after a stellar 2012? Click here to download.

2011-12 "Dragon's not got a straw house" The Financial Express, India - Chinese property sector has a sound long-term future. Click here to download.

2011-02 "Euro crisis: Solutions and pitfalls" The Financial Express, India - Written at the peak of the Euro crisis, the article discusses the possible solutions and their downsides. Click here to download.