'For HNIs, shifting economic activities outside India by creating regional hubs for businesses is a better option.'
This is not an election Budget in the sense that I might target the voter in the coming elections. But if you look beyond this round of state elections, and tilt the periscope to graze at the more distant horizon, see how the Narendra Modi government wishes things looking by the summer of 2024, observes Shekhar Gupta.
In terms of viewership, the IPL even outperformed some of the pay-per-view matches of the Premier League in Britain.
After enduring volatility for the first two months of calendar year 2016 (CY16), global equity markets have recouped some of the losses in March. Jigar Shah, chief executive officer, Maybank Kim Eng Securities, believes the next triggers for the rally will come from a soft landing in China and no recession situation in the US.
The main purpose of the meeting is to assess their views on reforms that are required to attract long-term capital into the country.
However, the government's draft policy on e-commerce companies has forced consumer companies to also adapt to the changes. For Dabur India, e-commerce channel continues to be a key driver of growth in urban India. The contribution of online sales to its entire portfolio is at six per cent compared to 1.5 per cent before the pandemic.
Food prices probably fueled a sharp rise in India's retail inflation in December after the record low struck the previous month.
'The regime -- and particularly the home ministry under Amit Shah -- have sought to suppress and destroy these struggles through intimidation, bullying, threats, through false cases, arrests, custodial torture, the use of draconian laws like the UAPA.'
'This market is very expensive in some pockets, dirt cheap in some, and the belly of the market is reasonably valued.'
Experts say, investors will be better off exiting them at higher levels and investing in stocks of fundamentally sound companies.
Clouding the inflation outlook is the recommendation of the 7th pay panel for an average 24 per cent pay hike for millions of its employees, which would lift demand-driven price pressures.
The RBI has targeted 6 percent inflation by January 2016
"We have got justice and that makes us feel better," Nirbhaya's father said, remembering his daughter on the ninth anniversary of the incident.
Liquidity issues post the crisis at DHFL, progress of monsoon, rupee trajectory at the domestic level and oil prices are some factors that will keep markets choppy, analysts say.
'The government has given up its focus on economic growth because it it not something Modi has been able to fully understand.' 'This explains the extraordinary focus on divisive politics by the BJP even at a time when the world's most important man in visiting India,' notes Aakar Patel.
Kolkata-based business tycoon Sanjiv Goenka's RP-SG Group claimed the Lucknow franchise for a whopping Rs 7090 crore, while international equity investment firm CVC Capital won the bid for Ahmedabad with a Rs 5600 crore offer.
The anticipated adverse impact on the economy and consequent uncertainty around employment prospects is likely to result in lower purchasing power.
The meeting comes against the backdrop of rising number of coronavirus cases in the country.
Sources pointed out that according to initial feedback received during the meetings, the party did not properly handle issues such as the Aam Aadmi Party government's announcement of freebies and the anti-citizenship law protest at Shaheen Bagh.
While a pick-up in summer monsoon rains in recent weeks is expected to cool food inflation, most analysts don't anticipate another rate cut before a new governor is on the job
Even at early stage, start-ups are raising more money faster owing to the rise of a lot of specialised early-stage VCs and emergence of seed-stage programmes.
Returns on capital harder to sustain as debt levels rise; responsibility for this invariably of firms themselves
'Modi personally provides the higher direction of the ministry and the minister then works with bureaucrats on implementation,' points out Aakar Patel.
Not all change is good, but this one is, applauds Shekhar Gupta.
'The 10% increase in women voters was a determined bloc of voters.' 'They were willing to try this third party, specially because it seemed it had done something in Delhi.'
'A close relationship between India Inc and the government cannot help the BJP win elections.' 'While Opposition parties may feel good about Mr Bajaj criticising the Modi regime, the BJP should be seeing the indictment as a political boon,' says A K Bhattacharya.
'Look at the number of billionaires, the number of new billionaires in India.' 'Adani and Ambani are not the only ones.' 'What's wrong with people making money as long as it benefits us?'
'The first year of the Modi government's second term has laid the roadmap for the future and we will embark on it with gusto,' promises Gopal Krishna Agrawal, the BJP's national spokesperson on economic affairs.
Investors are anxious over the US-China trade tension, a sharp devaluation in yuan and uncertainty over Kashmir issue.
If Modi's truly a reformer and a believer in minimum government, he would bury the Vodafone ghosts now. He would also then go to Bihar, campaigning on his politically controversial reforms. Both will need him to dip deep into his accumulated political capital and risk it, suggests Shekhar Gupta.
Listening -- really listening -- to advisers in the government and outside would help. India has plenty of wise economists who have worked within the bureaucracy during previous crises, points out Rahul Jacob.
'PM Modi, please come to Shaheen Bagh, collect your gift and talk to us'
Given how everything has played out, Mehul Choksi, now 62, achieved all that he wanted but for all the wrong reasons, says Pavan Lall.
The industry alleges the government has been apathetic, despite their pleas for quick action. However, H2 may be different as The US-China trade war had opened a window for Indian exporters to ship more to America.
Jaishankar noted that it would be difficult to say what will happen in the future as there are a lot of "contradictions and frictions" out there today.
The Congress president also hit out at Modi's Gujarat model of development, describing it as "good propaganda" and marketing, but "hollow from within".
In the past two weeks China has cut interest rates.
The banking sector's credibility is on thin ice. Unless the government takes strict steps, things could get worse.
The standard line that is used for anyone -- academics, minorities, farmers, dissident industrialists -- who points out that what the government is doing is wrong is being anti-national and separatists, reveals Aakar Patel.
'The story of how Modi won a re-election in the face of severe agrarian crisis, mounting unemployment, looming economic crisis, is the story of how the power of the message can be put to devastating effect in the hands of a strong leader,' says Saisuresh Sivaswamy.
