'For the next two years, we expect the bulk of earnings growth contribution from sectors like financials and energy, where the outlook remains positive, while the sectors which are linked to domestic consumption and are currently witnessing strains on margins have low salience for Nifty earnings.'
Stalin, like his father M Karunanidhi did in 2004, may play the king-maker in a way -- not the king, unless the 2024 post-poll circumstances throws up a situation where he alone becomes acceptable to the rest, observes N Sathiya Moorthy.
The 33-year-old, who steered his party to an impressive show in the Bihar assembly polls last year thereby emerging out of the shadow of his father Lalu Prasad, underscored that the opposition needed to bring in "dhaar" (edge) and "nayaapan" (novelty) in its electoral issues.
What is the guarantee that another Trump will not arise and reach out to the American people directly? The fact of the matter is that Trump's support base remains the envy of any American politician, notes Ambassador M K Bhadrakumar.
Talking about dealing with the border issue faced by India, Jaishankar, without naming any country or going into details, said, "You know again we did what we had to do. There was a very active debate which still continues to this day. It is natural for people to offer advice, often on matters which they may not have particular knowledge of, that are a human trait. But again if there was what came through it was that we were resolute, we were strong about protecting our interests."
Pakistan Muslim League-Nawaz (PML-N) president Sharif, 70, and Pakistan Tehreek-i-Insaf (PTI) vice-chairman and former foreign minister Shah Mahmood Qureshi on Sunday filed their nomination papers for the post.
"They are calling us dramabaaz. What happened yesterday by stopping migrants and interacting with them on the road and wasting their time? Aren't they dramabaaz?," she quipped.
Congress is the only other horse in the race for national power, never mind how distant. Narendra Modi and Amit Shah know better than to take the Congress lightly, observes Shekhar Gupta.
Mr Modi and Mr Shah will need him if they want to win UP again in 2022 and India in 2024. This signals a Yogi Adityanath-sized change in BJP politics, even under Mr Modi, Shekhar Gupta.
A blood-soaked Nandigram made Mamata Banerjee what she is today and underpins the hopes of the combustible West Bengal leader of clinching a third straight term in office.
Financial, capital goods, IT, power and oil and gas sector stocks hogged the limelight, helped indices to reclaim their key level.
In their letter, the lawmakers said that the US as a nation that is familiar with political protests can offer counsel to India during their current period of social disturbance.
'I cannot remember a time in my life when we had such economic strife, such levels of unemployment, a national epidemic and the enemy inside our house and such little interest in these and a focus on Bollywood and temples and such things,' notes Aakar Patel.
''Even without major reforms, with a business as usual scenario, and with current inflation trends, we should be clocking around 11 to 12 per cent nominal growth.' 'That is not happening and is a source of worry,' Rathin Roy tells Arup Roychoudhury.
We knew from the moment the pandemic took hold that this would be a long haul -- at least 12 to 18 months. Nothing should have changed that assessment, says Mihir S Sharma.
Protests at this time when efforts are underway to strengthen the PLA and keep morale high would be worrying for the military leadership, observes Jayadeva Ranade, the retired senior RA&W officer and distinguished China expert.
Besides late Shiv Sena supremo Bal Thackeray and former prime minister Indira Gandhi, NCP president Sharad Pawar also figured in the posters.
"India has given a stern signal to its enemies by conducting surgical and air strikes. This tells us that India is changing and can take the most difficult decisions and isn't reluctant to implement them," Prime Minister Narendra Modi said on Sunday in his Independence Day address to the nation.
The Taliban is showing its strong discontent as the high hopes given to it by the Pakistani military have been dashed, observes Ambassador M K Bhadrakumar.
The size of Delhi's Budget is close to Rs 55,000 crore, or about 6 per cent of its gross state domestic product (GSDP). What set the state apart is that in the last decade, its fiscal deficit hardly crossed 1 per cent of GSDP, while many other states grappled to contain it within 3 per cent. This was largely possible due to the revenue surplus position, reports Abhishek Waghmare.
The going is not going to be easy for the DMK and its allies in Elections 2024. Despite the seats sweepstake in the 2021 assembly polls, the vote-share difference of 5.6% (DMK's 45.38% versus AIADMK-BJP's 39.72%) is not insurmountable on a bad day, points out N Sathiya Moorthy.
The decision comes as countries around the world seal their borders and ban travel to stop the fast-spreading COVID-19 pandemic that has claimed over 9,000 lives so far.
Experts have said the economic cost of China's misadventure in the last couple of months in eastern Ladakh and South China will be "massive" as it has "exposed" Beijing's "real face" when the entire world is fighting coronavirus.
India shifted gears in rejuvenating strategic ties with its major partners like the US and Russia and focused on drumming up global support for its distinct strategy in the Indo-Pacific to check Beijing's increasing muscle-flexing in the region.
We are today carrying out the reconstruction of New Delhi which will cost us Rs 20,000 crore and give the prime minister a new house while crores of people have no means and no money to buy vaccines for their children, observes Aakar Patel.
Winning against Covid means thinking ahead, at least six months, putting in place the likely scenarios of what might happen, and then planning. Planning is the role of the government. Having planned, it should communicate what and why. Then, get out of the way, recommends Naushad Forbes.
High-pitched identity politics, which is the norm in the northeast, has continued to compound the boundary problem.
Founded in 1966 by Bal Thackeray, the Shiv Sena in its more than five decades long journey has allied with the Congress, formally and informally.
The contemporary problem with the BJP in Tamil Nadu is that it has been trying hard to package the DMK especially as anti-god and anti-Hinduism, and seeking it to link to Periyar and M Karunanidhi, and by extension to Stalin, the latter's son and successor to the party mantle. Their hope was to consolidate the perceived 'pro-god, pro-religion votes', which they saw returning to the fold post-MGR, post-Jayalalithaa. But no such substantial vote-bank existed even in Periyar's time, says N Sathiya Moorthy.
'The Shiv Sena as a party was going nowhere.' 'Now Uddhav Thackeray has shown his partymen that he can take the BJP head on.'
'There is a compulsion to look hard, decisive, and risk-taking; start something; and then conclude it in a way you can claim victory.' 'That is not such an easy option against China,' notes Shekhar Gupta.
Xi's presence in Mahabalipuram is more of a political message by Modi to the world -- as well as to regional parties in South India that they should be beware of the BJP's rise, says R Rajagopalan.
There is growing acceptance of the idea in the international community that engaging the Taliban government is a far better approach than ostracising it, observes Ambassador M K Bhadrakumar.
Ready to plan your week's binging schedule on the OTT? Sukanya Verma offers a menu full of curious offerings.
Triumphalism, premature declaration of victory meant no one checked if India had enough vaccines, oxygen, remdesivir, bringing us back to a crisis where we need foreign aid after four decades, asserts Shekhar Gupta.
During his interaction with the chief ministers, Prime Minister Narendra Modi assured that more economic activities would resume; he also said that zone identification may be left to the states.
'The Modi government, like the Singh one, has run into what is called a perfect storm, where everything that can go wrong does so at the same time,' points out T C A Srinivasa-Raghavan.
'How does one square up the fact that despite the infusion of money at election time there was no price rise?' 'It is time the new government ordered an external audit of the RBI to find out the truth,' says Col Anil Athale.
'Post the pandemic, when India is turning a new leaf in its economic policy with an eye on foreign capital and global supply chains that are likely to leave China, heightened tensions on the India-China border creates an atmosphere of uncertainty,' observes Virendra Kapoor.
If the AAP wins 20 to 40 Lok Sabha seats, which is conceivable unless it botches up on governance in Delhi, it will become a significant bloc comparable in influence to or even bigger than several major regional parties, feels Praful Bidwai.
© 2026 Rediff.com - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances