'Investments are like motion pictures rather than still photographs.' 'Business dynamics keep evolving for better or for worse over time.' 'An investor's job is to keep a tab on these developments,' says Viraj Mehta, head-PMS and fund manager, Equirus Securities.
'Our strategy should be to 'hold the line' in the north on the Sino-Indian land frontier, but maintain and, if possible, enlarge India's current edge in the maritime south.'
The year 2015 may well turn out to be a watershed in global macroeconomic adjustment.
Work on a dozen decisions to start by next week.
'Perhaps a better question to ask would be: Is this 'Made for India'?' asks AI expert Ganesh Mani.
Fresh buying by domestic institutional investors and better-than-expected June quarter results from some blue-chip companies boosted investor sentiment
China continues to hold out on fingering Pakistan as the 'mothership of terror,' declaring Masood Azhar a terrorist at the UN, and India's membership of the NSG, says China expert Srikanth Kondapalli.
Broader market underperformed the headline indices
'Relations between India and Japan are robust and devoid of either shadow of history or any irritant.' 'In fact, there is plenty of warmth and goodwill earned over history. There are no negatives but only opportunities,' notes Dr Rajaram Panda.
'India enjoys the maneuverability of a coming big power.' 'It is this possibility that has persuaded Moscow to humour India and stayed Washington from getting punitive about India's neutrality on the Ukraine issue.'
A feature of this year's BRICS summit was economic cooperation.
In the year to date, 61 PSUs have lost an average of 22 per cent, with five companies losing more than half their share value. The BSE PSU index is down 10.6 per cent.
A weak economy coupled with rising Covid-19 cases and inflation that is above RBI's comfort zone, geopolitical developments, and upcoming India Inc's second quarter results for FY21 could impact sentiment, analysts say.
Brent crude prices fell to $57 a barrel on Monday from $62 a barrel.
Moving ahead with their new mantra -- Chalein Saath Saath: Forward Together We Go -- Prime Minister Narendra Modi and United States President Barack Obama on Tuesday vowed to deepen cooperation in every sector for the benefit of global stability and people's livelihoods over the next ten years.
The policy proposes a single-window platform for facilitation of the Indian software product industry, to help fast-track legal and regulatory issues over import and export, as well as setting up and winding up enterprises.
This is the joint statement issued by the ministry of external affairs on the visit of US President Barack Obama to India.
This weakness is likely to continue in the near-term.
China which rejected the verdict initiated by the Philippines petition has stepped up air and naval patrols to assert its controls over the region.
India has been spearheading the campaign at international fora for automatic exchange of information with a view to check tax evasion.
'In contrast to the generally buoyant tone of the Economic Survey in January, he sounds uncharacteristically pessimistic, saying that forces in the world economy -- slowing global trade, protectionism, robots -- will limit India's manufacturing to levels well below what propelled East Asia's economies decades ago.'
Tata Motors has halved the volume outlook for its UK subsidiary Jaguar Land Rover Automotive (JLR) and warned of lower earnings as it sees the semiconductor shortage deepening in the September quarter of the current financial year, according to a notification issued by the company to the stock exchanges on Tuesday. The announcement caught investors unawares. They were hoping for a quicker recovery. Tata Motors' stock tanked 13 per cent (on July 6) from the day's high of Rs 358.10 and hit the lower circuit (Rs 311.45) in intra-day trades.
'Stick to the known quality names, avoid short term thinking and don't be in a hurry to book profits on your winners.'
BRICS countries may reach consensus at next month's G20 summit on creating a $100 billion currency reserve fund to help ease short-term liquidity pressure and safeguard financial stability of major emerging economies, a senior Chinese central bank official said.
United States Defense Secretary Chuck Hagel will visit New Delhi next week during which he will hold talks with his counterpart Arun Jaitley and other top officials, aimed at "nurturing" ties with India after the formation of the new government, a top Pentagon official has said.
Asserting that while trade between India and Norway has been expanding but there is significant potential waiting to be realised, he said, "The new government is taking a number of measures to encourage investments, revive the manufacturing sector in India, promote skill development, develop smart cities and engage closely with all interested partners and investors in India and abroad to make this happen".
BSE Midcap and BSE Smallcap indices hit their fresh lifetime highs for the second day in a row
Investors turn their attention to export-driven sectors.
'The past year has yielded extraordinary results in the strategic, commercial, and people-to-people components of the India-United States partnership, US Ambassador to India Richard Rahul Verma tells Aziz Haniffa/Rediff.com in an exclusive interview.
Given the developments, analysts expect fiscal and monetary support from the government and RBI to revive sentiment. However, recovery, they say, from these levels will be slow and painful.
He said the Fourth Industrial Revolution will have more importance than the capital.
The BRICS summit made clear that China's support for Pakistan is unwavering. China will continue to pressure India to ease tensions with Pakistan and resolve the Kashmir dispute.
The Indo-US defence relationship may now get personal attention with strong India-backer Ashton Carter today being nominated by President Barack Obama for the key post of the defence secretary.
Cascading effect of rising raw materials will result in inflation, high rates, slow capex
Economist Deepak Nayyar says economic openness, while necessary, is not sufficient, and is conducive to development only when combined with industrial policy.
BSE's, NSE's overnight liquid fund facility can help stock investors maximise returns
ITC, Sun Pharma, Cipla and Tata Steel were top gainers on BSE Sensex
Experts hail Obama's India trip as a big step towards signing of imp trade agreements.
According to HSBC, the volatility in Indian markets since May can be attributed to the initial talk about tapering of bond purchase by the US Federal Reserve but the catalyst for recent volatility in Indian equities was when policymakers decided to tighten liquidity to stem capital outflows.
