'Investors looking at the next 6-12 months can be certain that the Fed will maintain its easing cycle, and we expect the overall environment to be conducive for fixed income investments for portfolio diversification.'
The National Security Strategy document should flag all major issues concerning security strategy and provide guidelines to concerned departments to work out suitable action plans. Since the global and regional geopolitical canvas is dynamic, the NSS document should be deliberated at length before formulation and should be reviewed periodically, recommends Commodore Venugopal Menon (retd).
Trump's sweeping tariffs and penalties on China-built ships have turned global shipping into the front line of economic war, observes Shyam G Menon.
'For the first time since I've been following Indian politics, one heard voters talking about India's role on the world stage and the fact that, due to Modi's leadership, India was once again a great power.'
A hybrid model was followed during the Asia Cup last year, when India's matches were held in Sri Lanka while other matches were played in Pakistan.
The China threat continues to resonate in the strategic partnership between India and the USA, points out Rup Narayan Das.
'A government whose policies are focused around making the life of ordinary citizens, specially the most deprived sections, richer; a government that prioritises education, health and transport, that doesn't treat its citizens as subjects who must come to it for everything, is rare in our country.' 'When such a government is thrown out, one is left stunned,' notes Jyoti Punwani.
Apple's ambitious strategy to expand iPhone exports, shift more production from China to India at a faster pace, and grow its domestic market hits a Trump-sized roadblock.
India and the United States have agreed to deepen their strategic partnership in several key areas, with President Donald Trump announcing plans to provide India with F-35 fighter jets and billions of dollars in military supplies. The two leaders also discussed energy cooperation, critical technologies, connectivity, and countering terrorism. They agreed to work together on the India-Middle East-Europe Economic Corridor, and Trump noted India's reforms to welcome US nuclear technologies. Prime Minister Modi said the two countries can shape a better world through their cooperation. Both leaders also addressed the Russia-Ukraine conflict, with Modi stressing India's commitment to peace.
'Trump's desire to withdraw the US from some arenas on the global stage will result in ceding space to China.'
India's GDP growth is likely to moderate from 8.2 per cent in 2023 to 7 per cent in 2024 and 6.5 per cent in 2025 because the pent-up demand accumulated during Covid has exhausted, as the economy reconnects with its potential, the International Monetary Fund (IMF) said on Tuesday. About the global economy, the IMF said the battle against inflation has largely been won, even though price pressures persist in some countries.
It's up to the government to decide whether our team should go to any country or our team should not go to any country, BCCI vice-president Rajeev Shukla on India's travel to Pakistan for Champions Trophy in 2025.
Bengaluru ranks second after Beijing on the list of top technology hubs in the Asia Pacific region, according to property consultant Cushman & Wakefield. In its latest report 'Tech Cities: The Global Intersection of Talent and Real Estate', the consultant has identified tech markets based on 14 criteria across talent, real estate, and business environment metrics. The report has identified "Bengaluru, Chennai, Hyderabad, and Delhi as the top technology hubs in the APAC region after Beijing", the consultant said in a statement.
'The President-elect firmly believes we can avoid conflict with the Chinese Communist party because they need our markets.'
'Trump administration wanted a positive tone at this summit, but there was still some anxiety that there could be some awkward moments -- and there were not.'
Xi Jinping's recent actions in South Asia have amply demonstrated the disastrous impact of China's embrace, observes Jayadeva Ranade, the retired senior RA&W officer and China expert.
A peace keeping role for India is a distinct possibility. Indian military has both the numbers and experience to carry out this job, observes Colonel Anil A Athale (Retd).
... and there is no stopping its pan-Islamic agenda, cautions Ambassador M K Bhadrakumar.
'The border deal offers a hedge for India against Trump's unpredictability when it comes to his approach to competition with China.'
This is the first time such a bilateral dialogue focusing on Central Asia where the two countries have long and historical ties was held, reflecting deepening diplomatic engagement between the two neighbours even as they try to sort out friction resulting from recent reported incursions by Chinese troops along the Ladakh border
'Will President Dissanayake calibrate his foreign policy taking into account India's immediate security concerns? We need to watch.'
Retail investors have become a force to reckon with in the last 10 years with their ownership of Indian equities rising 800 basis points, or 8 per cent, to 23.4 per cent during this period, suggests a recent note from Morgan Stanley. This number, Morgan Stanley said, is set to rise in the next few years as Indian households are still underinvested in equities. India's demographics, policy framework, investor education and modest positive real rates, it said, will fuel the 'equity cult' in India.
China and India were able to "reduce differences" and build "some consensus" on disengaging troops from friction points to end the standoff in eastern Ladakh and agreed to maintain dialogue to reach a resolution acceptable to both sides at an "early date", the Chinese defence ministry said on Thursday.
Shigeru Ishiba is expected to prioritise strengthening Japan's military capabilities and fostering deeper international partnerships, particularly with India, with whom Japan shares significant strategic interests, explains Dr Rajaram Panda.
In 2020 India was compelled by China to change its national security strategy. From counter-insurgency, which the army has been focussed on for years, we shifted to conventional war, observes Aakar Patel.
Pakistan's cricket community also reacted with anger to India's decision as former Test captain Rashid Latif insisted that the PCB has to make a strong statement.
In the weeks between his phenomenal electoral victory and swearing-in as the 47th president of the United States, the world got a preview of what a second Donald Trump presidency will entail -- both for itself and America.
Gold, a safe-haven bet, is likely to continue its record-smashing journey in the New Year, rising to Rs 85,000 per 10 grams and even Rs 90,000 level in domestic markets if geopolitical tensions and global economic uncertainties continue.
The Pakistan Cricket Board is willing to make 'adjustments' in the schedule of the 2025 Champions Trophy, with matches involving India taking place in the UAE.
The narrative on China is changing post the recent stimulus measures, and it will be hard for global investors to ignore the Chinese markets.
India's manufacturing sector growth eased slightly in July, on softer increases in new orders and output, while cost pressures and demand strength led to the steepest increase in selling prices since October 2013, a monthly survey said on Thursday. The seasonally adjusted HSBC India Manufacturing Purchasing Managers' Index (PMI) moderated slightly from 58.3 in June to 58.1 in July.
New investors should gradually build a 5 to 10 per cent allocation to gold.
After a strong run in the midcap and smallcap indices, which surged 46 per cent and 43 per cent, respectively, on the National Stock Exchange (NSE) during Samvat 2080, analysts suggest that the rally in these segments may pause to catch its breath in Samvat 2081.
As Donald Trump registered a historic comeback in the US presidential election, many former Indian diplomats on Wednesday concurred that the India-US ties will "continue to grow" from strength to strength, even as some of them cautioned that Trump is "highly unpredictable" and New Delhi will have to "wait and watch" to see what position he adopts going forward.
Amid a social media storm over the death of a young employee at tax consultancy major EY allegedly due to work pressure, Deloitte has formed a three-member external committee, which includes former revenue secretary Tarun Bajaj, to look into practices, policies and processes concerning employees, its South Asia CEO Romal Shetty said on Friday. Shetty said to manage the work pressure within the organisation and have an open work culture, Deloitte has a chief happiness officer and takes strictest action for any bad behaviour within the organisation. Deloitte is one of the four major global tax consultancy firms.
The BCCI has not yet confirmed India's participation in the Champions Trophy, which is slated to be held in Pakistan in February-March.
The Reserve Bank of India's (RBI's) interest rate decision, West Asia conflict and trading activity of foreign investors are the key factors that will dictate investors' sentiment in the market this week, analysts said. Moreover, quarterly earnings from IT bellwether TCS, domestic macroeconomic data and movement in global oil benchmark Brent crude would also guide trends in the market. Worsening tensions in the Middle East and foreign fund outflows were the major culprits behind the equity markets sharp fall last week.
'Tensions and dialogue are likely to go hand-in-hand with China.' 'The goal should be to cultivate power so that one can negotiate from a position of strength.'
'Netanyahu lured Trump into a trap by enticing him with a seductive scenario of massive lucrative business in Gaza's reconstruction.' 'Trump's imagination is running riot, completely disconnected from ground realities,' asserts Ambassador M K Bhadrakumar.
According to a 2019 Congressional Research Service report of August 2019, a longstanding goal of US policy in South Asia has been to prevent the India-Pakistan conflict from escalating to interstate war.
