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.
It is surprising that central bankers around the world have cautioned the US Federal Reserve against raising rates.
Infrastructure and inflation targeting are expected to be top priorities for the new Reserve Bank of India governor, says A V Rajwade.
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.
Immediate NSG membership will not help India realise its nuclear ambitions any faster. It could have easily left the process take its own course, instead of running a high-stakes campaign to get in, says B S Raghavan.
'The Modi-Xi and Modi-Obama meetings, with an interval of just 12 days, are juxtaposed superbly at a crucial point in the prime minister's life. Can Modi carve out a win-win situation with the superpower and the emerging superpower at the same time?'
Optimism about a stable govt at the Centre, a demand revival and falling oil prices buoyed the markets.
The kind of people Narendra Modi has chosen, the decisions he has taken and the rail and central budgets suggests that he is treading carefully in New Delhi. There is less of innovation and more of continuity, so far. He is not ready to rock the boat and start from scratch, says Sheela Bhatt.
The annual talk-fest of rich and powerful from across the world in snow-laden Alpine resort town of Davos will be attended by nearly 40 heads of government among more than 2,500 global leaders from over 100 countries.
The world economy is going through a tough phase.
Keep exit plans handy, D-day could be the second week of August, writes Sonali Ranade in Market Notes.
Citing rising prices, slowdown in growth and depreciation of rupee among the problems facing the economy, the opposition members said in the Lok Sabha that they feared the repeat of the 1991 crisis when the country had to mortgage gold as it failed to meet short-term debt obligations.
Vice-President Hamid Ansari embarks on an important Latin American visit, heralding that resource-rich continent's importance to India.
Soon after acquiring strategic management control of Vijay Mallya's crown jewel, United Spirits, Diageo has swung into action, making up for years of lost time in trying to figure out the Indian market.
'What if Modi becomes the fascist the leftists paints him as? What if he does suspend the Constitution and declares himself the ruler, with support from the army? What exactly will you do, Mr Leftie?' asks Rajeev Srinivasan.
The most immediate cause of worry is the recent volatility in foreign exchange markets, Prime Minister Manmohan Singh tells the Assocham annual general meeting.
Arvind Subramanian talks about US and China's power play and where India figures in these dynamics.
"The poor will not suffer disproportionately due to bouts of sharp inflation, and the middle class will not see its savings eroded," Raghuram Rajan said.
Despite the rally, on the basis of valuations, Indian markets aren't too expensive, says Christopher Wood, managing director and equity strategist at CLSA.
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