The report further noted that inflation is expected to fall to 4.5 per cent by quarter ended March 2017.
The ugly underbelly of the policies of economic liberalisation followed over the last two decades has been crony capitalism at its worst.
Jayesh Gandhi, executive director, Morgan Stanley Investment Management in an interview with Business Standard, says Indian equities continue to remain a long-term bull story based on the growth prospect for the country and, hence, in a way cannot be ignored by global investors.
He says he has tremendous expectations from RIL's broadband digital services business.
After a stellar run in 2021 that saw the S&P BSE Sensex and the Nifty50 clock gains of 20 per cent and 22 per cent respectively, global equity markets, including India, are gearing up to welcome 2022 on a cautious note. For one, new variants of the Covid -19 infection that make current vaccines less effective is one of the key risks worth flagging, analysts said. Inflation was also a risk for this asset class in 2021, although most market participants expect that the current elevated inflation levels will be transitory.
Bhartiya Janata Party patriarch Lal Krishna Advani has picked up for his blog this week a new book by the US-based Morgan Stanley executive Ruchir Sharma that identifies "graft driven inflation" and "crony capitalism" among the weaknesses and difficulties that can be a damper for India's high expectations.
The answer to that depends on whether the globe is able to contain the virus spread, says Samie Modak.
Finance Minister Pranab Mukherjee is slated to present the Budget on February 26.
Indian markets started 2012 on a positive note. Ridham Desai, managing director and strategist and head of India equity research, Morgan Stanley, says, he expects a 15 per cent upside in the Sensex this year.
Urbanisation is a core component to the process of city formation and building out India's competitive strength in the global markets.
The biggest losers on the National Stock Exchange's benchmark Nifty 50 index are stocks that have seen the highest turnover over the past 12 months, according a report by Morgan Stanley.
The Securities and Exchange Board of India has issued "certain observations" and "sought clarifications" on draft prospectus for Tata Consultancy Services Ltd's initial public offering.
Market participants were cautious ahead of WPI data release tomorrow.
For the company's latest energy initiative to expand its green energy and storage portfolio, some analysts are beginning to suggest a closer look at some of its segments. In his address to shareholders in the company's FY22 annual report, billionaire Mukesh Ambani, chairman and managing director of the company, said: "The green energy value holds great promise to outshine all our existing growth engines in just 5-7 years." The company has marked an investment of Rs 75,000 crore towards its new energy plans, which include solar energy value chain, green hydrogen, energy storage and other similar businesses.
Analysts are bullish on consumption and investment themes.
With India's stock markets being one of the best performing among the emerging markets, a number of global pension funds are planning to make India-specific allocations.
JPMorgan, Goldman Sachs, Bank of America Merrill Lynch and Morgan Stanley, as well as Britain's Asia-focused Standard Chartered said they would try to support London's financial sector
The markets ended lower amid a volatile trading session on Monday after profit taking was seen across the board because of growth concerns.
Notwithstanding concerns about lofty valuations, smallcaps recorded their most significant monthly gain in nearly three years in November. The National Stock Exchange Nifty Smallcap 100 finished the month with a 12 per cent gain, the most since February 2021 when it rose by 12.2 per cent. After declining by 4.1 per cent in the preceding month, the Nifty Midcap 100 rose by 10.4 per cent, the most since July 2022.
Investment by US PE firm KKR will add fire to Ambani's battle for dominance in the retail market that is also being eyed by Jeff Bezos' Amazon and Walmart's Flipkart.
If the latest strategy reports of some leading foreign institutional investors (FIIs) are anything to go by, then the outlook for the Indian equity market appears bleak. This is, despite section of experts pitching for the current attractive valuations.
Most players are looking to invest anywhere between $500 million and $1 billion in new ventures in the next couple of years, said experts on this segment.
Shares of Indian mining company Vedanta fell to a fresh low after analysts at Morgan Stanley initiated their coverage of the company with a stark warning of the risks faced by investors.
The research also suggests that they are willing to cut their savings to retain their expenditure growth at previous year's levels.
The first issue is inflation, which has been widely discussed. The government is now rightly working on reversing fiscal and monetary stimulus to manage the inflation pressure.
Citigroup will soon announce what its executives describe as a drastic plan to shed a host of businesses and shrink itself by one-third, a leading financial daily said on Wednesday, citing people familiar with the bank.
Many get confused between investing in equities and equity mutual funds. They think equity funds are the same as equities or stocks
The stock of the country's largest passenger vehicle maker, Maruti Suzuki India (MSIL), has been hitting successive all-time highs over the past three trading sessions. The rally in the scrip has helped it notch over a 21 per cent gain since the start of February, outperforming the National Stock Exchange Nifty Auto Index. The gains for the leader of small passenger cars have been more recent, as the company still trails the Nifty Auto over one- and two-year periods.
Foreign money has been pouring into India's fast-growing e-commerce sector, with investors ranging from Japan's Softbank Corp to Singapore's Temasek Holdings.
The Indian equity market has once again demonstrated its high beta characteristic in bear markets. The fundamental underpinning to this high beta status in bear markets is India's dependence on global financial markets to fund its macro -- more than three-fourths of the flows into India come from portfolio sources (which are linked to global financial market outcomes) -- quite the opposite of the emerging markets average.
Property developer Indiabulls Real Estate is talking to investors to raise at least $150 million (Rs 750 crore) from sale of shares to select investors as part of its qualified institutional placement (QIP) plan.
Less than three weeks after the curbs on participatory notes, overseas investors are rushing to invest in the booming Indian stock markets directly by applying for Foreign Institutional Investor licences.
''The outcome of the state polls may lead to some strategy-related permutations and combinations and the markets may extrapolate it to the likely outcome in the general elections.'
The challenge is to enhance opportunities for people to generate livelihoods through entrepreneurship, both big and small, argues R Jagannathan.
Terming the just-concluded fiscal as an "okay year", a panel of financial experts said though this fiscal would be a challenging one, the domestic equity markets could turn out to be a "star performer".
In the mid-year monetary policy review on Tuesday, RBI, left the key interest rate unchanged but reduced cash reserve ratio by 0.25 per cent to infuse additional liquidity of up to Rs 17,500 crore (Rs 175 billion) into the system.
Here's how you can get placed at an investment bank for your summer training.
China spends seven times more on infrastructure than India.
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