'The Modi government's greatest blunder is to exploit sensitive external relations in its domestic politics,' says Shekhar Gupta.
The RBI cited lower-than-expected inflation, weak crude prices and weak demand, as well as the government's commitment to sticking to a fiscal deficit target as reasons.
The key hurdle Adani needs to clear to secure loans for the Carmichael mine, rail and port project is dredging approval to expand its Abbot Point port.
An expectation of tax sops in Budget, weakness of dollar and robust tax collection are adding positive sentiment
The Survey shows fiscal consolidation despite slowdown in growth.
'That is not a democratic ideal obviously, but it is a practical reality.' 'It is a consistent feature of politicians in Pakistan that their rhetoric on the army softens the closer they get to the seat of power.'
It will be difficult for the Indian equity to outperform overall growth to the extent bullish observers expect.
Has the Modi government been more at odds with institutions than other governments? There is no doubt that there have been more run-ins. While the RBI and CBI cases have drawn attention, there have been others, less publicised, Subhomoy Bhattacharjee points out.
Decline in the rupee coupled with a slide in the crude oil prices have dented the sentiments.
Food prices probably fueled a sharp rise in India's retail inflation in December after the record low struck the previous month.
The Indian stock markets may turn bearish after the US Fed decides to raise interest rates.
Govt is likely to find it hard to meet deficit target next year.
India's good fortune, experts in the US feel, is not the result of a fundamentally strong economy, but because it is the best of a bad set of options.
In the near term, two key factors are the outcome of the monsoon season in respect to cropping yields; and the correction in the crude oil price.
While FMCG companies lose Rs 98,928 crore in m-cap, consumer durables stocks are down Rs 20,673 crore since November 8.
One should appreciate the sagacity and audacity of JRD and Nani Palkhivala in founding TCS on April 1, 1968. At that time there was no Microsoft or Intel, SAP or Accenture, much less Google.
They needed a person who could build and execute their vision: A frontiersman; a problem solver and an institution builder. It was their and India's good fortune that Faqir Chand Kohli more than measured up to their requirements and indeed laid the foundation to take TCS to unimaginable heights and to the giant success that it is today. Shivanand Kanavi salutes the incomparable F C Kohli, who passed into the ages last week.
The failure to reform has meant that there is no buzz about job opportunities, or about urban opportunities enticing young people off the farms. And it is this failure that has contributed to the widespread disappointment that threatens to make the next general elections closer than expected, says Mihir S Sharma.
'We believe 2017 could see higher flows from foreign institutions as money comes back to growth markets like India.'
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The Sensex was around 18,600 by the end of August.
The RBI has targeted 6 percent inflation by January 2016
The prime minister's August 15 address was undoubtedly inspirational and outlined important economic and social objectives, such as making India a global hub for manufacturing, ensuring bank accounts for all poor families, major thrusts in sanitation and cleanliness, and a radical restructuring of the Planning Commission.
Reserve Bank of India (RBI) Governor Raghuram Rajan's decision to cut rates last week surprised even top officials.
Retail inflation rose 4.38 per cent year-on-year in November, the slowest pace in data going back to January 2012.
There could be rejig at top level at SpiceJet.
Despite the headwinds both on the domestic and global fronts, Ramesh S Damani, member, BSE and a prominent investor, says India will weather a global trade war better than a lot of other Asian countries.
Enhanced revenue generation is a priority for the government.
'We aren't so unreasonable as to demand that he should have fully reversed Indira Gandhi's worst economic legacy, bank nationalisation.' 'But he could have made a beginning by selling off the two most stressed small public sector banks, and then announced that each year for the next 10, one government bank with the most messed-up balance sheet will be sold.' 'It would have electrified the markets, shocked his other banks into better behaviour, and marked his name among the great reformers,' argues Shekhar Gupta.
Globally, the estimated average financial loss from cyber incidents was $2.7 million, a 34-per cent increase over 2013.
The 50-issue NSE Nifty too cracked the 10,200-mark and hit a low of 10,108.55 before finishing 104.75 points, or 1.02 per cent down at 10,121.80.
In the second and concluding part of his interview, Gurumurthy outlines the two areas he believes the government should focus on.
In 2012-13, the Centre managed to cut fiscal deficit to 4.9% of GDP, lower than the Budget revised estimates of 5.2%
HDFC and HUL are the latest entrants in the club
Last week, the government had introduced a fresh round of austerity measures, including bans on first class travel, creation of new posts and holding meetings in five-star facilities.
All infrastructure for the Olympic Games in Rio de Janeiro will be ready before they begin in August, including a much-delayed metro line, Brazil's newly appointed Sports Minister Leonardo Picciani said in an interview on Wednesday.
'My enduring memory of Lula is personal,' says Ambassador B S Prakash, our former envoy in Brazil. 'He was visiting India after retirement to accept an award.' 'At a private dinner in the Brazilian ambassador's residence, where I too was present, he was missing at the end of the evening.' 'We all went looking for him in the sprawling house to find him eventually in the kitchen talking happily to the cooks and servers.' 'He was thanking them for the excellent meal and service!'
Instead of a consumption stimulus the government must address the NPA issue with a war footing and invest in infrastructure, affordable housing and exports, says Sanjeev Nayyar.
Sensex catapults 1,241 points and Nifty vaults 382 points in two sessions in a row.
Stock prices is due to valuation expansion
