Senior Executive Director & Co Head (Strategy) of Kotak Institutional Equities Sanjiv Prasad tells Prasanna D Zore/Rediff.com that even if there are a number of challenges facing the Indian equity markets, there are certain sectors that offer a ray of hope.
The hype surrounding the Budget gives it undue importance.
The central bank measures though are also taking a toll on the banking sector, which is heavily reliant on short-term money markets for capital.
Mark Mobius, co-founder, Mobius Capital Partners, tells Puneet Wadhwa that investors should concentrate more on "value" rather than momentum, and on good small- and medium-sized companies rather than large-caps.
Trade sanctions on Russia by Europe and the US offer an opportunity for India, but the devaluation of the rouble may play spoilsport
Its time the RBI, govt pushes reforms to boost global investment
We present our alphabet of 2020, pulling in everything you'll remember about this year we'd rather forget.
RBI governor Raghuram Rajan is likely to cut rates in next monetary policy.
Strong equity flows from domestic institutions, not foreign inflows, will be the real driver of the expected bull rally
New text is "ambitious and balanced"
The Modi PMO is like none other: It is staffed by people who are so low profile that the only dominant personality is the Prime Minister's.
Amid imminent phasing out of the fiscal stimulus by US Federal Reserve, Prime Minister Manmohan Singh on Wednesday called for an "orderly exit" from unconventional monetary policies being pursued by the developed world for the last few years to avoid damaging growth prospects of the developing world.
Narendra Modi's success at the BRICS summit is the best Diwali gift for India's diplomacy and marks her ascendancy to global leadership, says Tarun Vijay.
The announcement of the formation of the BRICS bank will have as much an impact about how the non-G7 countries manage their economies and their foreign reserves, as it does on the intellectual discourse. The development priorities and agenda which was hitherto set by western experts responding mostly to western priorities and notions will now have to compete with an intellectual tradition that is and can be very different, says Mohan Guruswamy.
Since 2005, in 8 out of 10 years (except in CY11 and CY14) the benchmark indices have given positive returns in December.
'The BRICS anthem has to necessarily be an anthem of Vedic times -- Walk together, Dream together, Achieve together.' 'And who knows it better than Modi?' says Tarun Vijay.
India is keen on the issue of equal share holding since it doesn't want a repeat of the distortions that have crept into Bretton Woods institutions like International Monetary Fund, World Bank and the Asian Development Bank in which rich countries like the US and Japan have a strangle hold.
China is estimated to grow at 6.7 per cent in 2016.
The two countries also asked all nations to stop cross-border movement of terrorists and asserted that a decisive collective response from the international community without 'double standards and selectivity' was required to combat the threat of terrorism.
'India missed the software products revolution (and now is in danger of missing the platform revolution), complacent that we are the software experts of the world based on IT services prowess,' points out Rajeev Srinivasan.
'Under Narendra Modi's leadership, we will be able to regain our rightful place in the community of nations,' veteran diplomat Hardeep Singh Puri, who joined the BJP on January 2, tells Rediff.com's Sheela Bhatt.
Over the years, pravasis have become a constituency, to be tapped, cultivated, and honoured, or at the very minimum to be listened to, says Ambassador B S Prakash.
The BRICS model will need to demonstrate the efficacy of a second alternative governance structure to reform the Bretton Woods legacy.
'We are overweight on India, as it is one of the best in emerging markets (EMs)'
Tax demands and regulatory hassles, coupled with low internet density and sundry other problems, would have kept Mr Ma awfully busy - and small.
The total number of passenger vehicles (cars and utility vehicles) sold annually in the 1970s was 32,000 units - less than even one week's sales today.
'India and China have to make concrete progress with regard to the border issue, addressing the trade deficit, and facilitating people-to-people interactions. This has to happen in the next two, three years.' China expert Tansen Sen tells Sheela Bhatt/Rediff.com how India and China can take their relations to the next level.
With Beijing having had a profound rethink on India's admission as a full member of the Shanghai Cooperation Organisation, the tectonic plates of the geopolitics of a massive swathe of the planet stretching from the Asia-Pacific to West Asia are dramatically shifting. That grating noise in the Central Asian steppes will be heard far and wide -- as far as North America, says Ambassador M K Bhadrakumar.
Opportunity for India to take leadership in economic diplomacy.
The resilience of many emerging markets, notably China and India, in the aftermath of the Lehman shock further strengthened this sense of manifest destiny.
Hitting GDP growth of more than six per cent will require substantial foreign direct investment, especially if household savings largely continue to remain locked.
Infrastructure and inflation targeting are expected to be top priorities for the new Reserve Bank of India governor, says A V Rajwade.
It is surprising that central bankers around the world have cautioned the US Federal Reserve against raising rates.
Mark Mobius, executive chairman, Templeton Emerging Markets Group, is positive on India and believes the Indian economy is on a strong footing
Premium valuations and lack of big triggers will weigh on Indian equity markets in the near term, believes Mahesh Nandurkar, India Strategist, CLSA.
Chinese chief negotiator Ambassador Wang Qun told ANI on Friday, "NSG will not take up India's case as of now. There are differences on admitting non-Nuclear Non-Proliferation Treaty members. Signing the NPT first is one of five criteria (for membership). These have not been set by China, but by group as a whole."
The global economy is fragile now. It continues to face both long-term and short-term issues.
It's a packed 5-nation, 9-day, visit for Prime Minister Modi as he heads to Uzbekistan, Kazakhstan, Kyrgyzstan, Turkmenistan and Tajikistan, apart from Ufa in Russia.
Dr Manmohan Singh would be faced with very few choices in Beijing given the Chinese conceived notions of the world today and India's low place in their calculus, says Srikanth Kondapalli.
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