Mere portfolio investment inflows via FIIs should not be used as a pretext to allow an appreciation in the rupee, says Sonali Ranade
The fact is that by conflating Modi with Gujarat the larger lesson in development -- economic reforms -- is being sidelined and lost, say Sonali Ranade and Shaelja Sharma
The US markets have had a nice four-year bull run from March 2009 that just doesn't seem to be ending. The markets are on an extension. That's not surprising after the severe crash in 2008. However, these extensions can terminate at any time without notice, says Sonali Ranade
As always buy into blue chips that are currently at lows, suggests Sonali Ranade
Why has the drumstick tree not found favour with officialdom given the ease of cultivation, its excellent nutritional value, shelf-life of its leaves as food, and its use as vegetable, asks Sonali Ranade
We will not know if the breakout is just a reactive pullback or the real thing for another two weeks or so, says Sonali Ranade
Respect the yellow metal's breakout but treat it with more than ordinary caution, says Sonali Ranade
Lalu Yadav's s successors have discarded his shrewd pricing strategy and Indian Railways has tamely slipped back into its old shabby ways, says Sonali Ranade
We are very close to the peak and may well be in for another leg to the correction that commenced in May 2011, says Sonali Ranade
On the whole expect a very treacherous markets as the price levels could be driven purely by the technical play between bulls and bears as the new trend is established, cautions Sonali Ranade
Spend time accumulating good blue chips that indicate that prices have bottomed out, says Sonali Ranade
We are pretty much towards the end of a bear market in terms of wave counts and these are times to accumulate blue chips, not sell, says Sonali Ranade
It is in the interest of all politicians, ruling and opposition who hope to grab power in the next elections, to resolve the subsidies mess here and now. But how can it be done? Sonali Ranade and Shaelja Sharma offer a checklist
Lo and behold the UPA magic. The share of the poor, in whose name all subsidy is created by liberal bleeding hearts, has shrunk from a little under half to just about one-third, write Sonali Ranade and Shaelja Sharma
While one must recognise that we are towards the end of a long bearish trend, there is little evidence of the capitulation that is necessary for a confirmation to the end, says Sonali Ranade
These are times to buy as prices crash; at your own pace, at your prices, says Sonali Ranade
In the decade that Narendra Modi has been chief minister, Gujarat has done well but so have other states. In fact, some have closed the gap with Gujarat, particularly in the last five years, argue Sonali Ranade and Shaelja Sharma
As expected, the government did not move in time to grab the fleeting opportunity for POL sector reforms, writes Sonali Ranade in her weekly Market Notes
Long-term trends indicate that the extremely high world agricultural prices are not an aberration but will soon become the new normal, which has humongous policy implications for India's economy, says Sonali Ranade