S Naren of ICICI Prudential says long-term investors needn't worry.
'Rather than cutting and pasting from advanced economies, we should use basic economic principles to think about what is right for India at the stage of development at which we are,' says Chief Economic Advisor Krishnamurthy Subramanian.
Successive plans have allocated less resources to the Railways.
'If you behave like a nail, the adversary will behave like a hammer.'
India's economy is not like Western ones, and thus needs restrained fiscal policy even during a recession, says Ajay Shah.
In cases such as Infosys, a new CEO will have to play the game with not only the chairman, but also with the COO and the board of directors, and perhaps retired founders, each being a different game with different set of capabilities and attitudes.
Modi and Shah's next focus will be South India, and the Maharashtra and Jharkhand assembly elections. Shah is unlikely to abdicate control over the party even after he joins the government. Modi and Shah both know only too well that the party makes the government, and not the other way round.
India remains an attractive destination and the recent sell-off has made valuations attractive in the large-cap space.
There is a need to have a 'CEO for Mumbai' in order to realise the ambition of making it a global financial centre.
'If such inflows materialise, what will be the effect on the rupee's value -- and therefore on exports growth, the only sustainable path to recovery?', asks Mihir S Sharma.
All the 27 public sector banks together have market share of about 70 per cent.
Uber valued at $53 billion, is looking at more than 50 per cent market share in India by the first quarter of 2016.
An NBFC must actively manage its collateral positions, differentiating between encumbered and unencumbered assets, and monitor such assets so that they can be mobilised in a timely manner, central bank says in circular.
'The current budgetary practice of shifting expenditures off-balance sheet in order to be seen to be meeting fiscal targets should be discontinued; additional fiscal stimulus would be imprudent; individual income tax rates should not be cut; GST rates should not be raised now,' advise Arvind Subramanian and Josh Felman.
Epidemiologists worry there's little or no data being shared on mortality by age group and contacts traced, which makes it difficult to understand how the effects of Covid-19 might be different in the Indian population, reports Ruchika Chitravanshi
'What matters is meeting the needs and expectations of the people who have voted to provide governance for the country.'
'Modi is still immensely popular and, therefore, he can sustain any number of policy failures.' 'Modi himself has worn multiple faces so it would be naive to think that the Modi of 2021 will be the same Modi that will be campaigning for re-election in 2024.'
Shaktikanta Das said in Washington, DC, that there was nothing sacrosanct about the 25 bps rate cut and that monetary policy could be well served by calibrating the size of the policy rate to the dynamics of the situation, and the size of the change itself could convey the stance of policy.
Under the watchful eyes of five wise men, who know the industry well, banks will not find it easy to hoodwink the system, says Tamal Bandyopadhyay.
Come 19th September and get ready to be swoon at the Frankfurt Auto Show with the series of line-up planned by BMW.
RBI has taken a balanced approach in the credit policy considering various developments across the globe and their near term impact.
Goldman Sachs forecasts real GDP growth to accelerate to 7.9 per cent in FY17 from a projected 7.5 per cent in FY16.
Go for high quality and low-to-medium-duration funds in your debt portfolio
The most pressing issue facing the financial sector is the rising stock of non-performing assets in the banking system
Debt fund managers think the Reserve Bank governor might at best go for one rate cut in April.
Slowing growth, stronger rupee and higher local hiring to pull firms down this financial year
When making a buy or sell decision on a fund, it is essential to look beyond profits, says Kavitha Krishnan
'Respect nature, working with (it) rather than against it.'
While it took the Congress nearly a half century to earn the hatred of other political outfits, the BJP appears set to reach there in around six years, says Arun Bhatnagar, former secretary to the GoI.
'We should not minimise the seriousness of Chinese encroachments because their perception is different.' 'Nor should we fall into the trap of accepting so-called 'buffer zones' in areas of overlapping claims. We cannot have buffer zones in our own territory,' asserts Ambassador Shyam Saran, a former foreign secretary.
It is too late in the government's term for it to pull its usual trick of blaming the last guys.
Focus on large-caps and ensure that the portfolio is balanced.
Global rating agency Fitch on Friday pegged India's growth at 5.5 per cent in the current fiscal and 6 per cent in 2015-16 and affirmed the country's rating outlook at stable level.
For rest of the year, the issue is largely going to be the balance between growth rates and macro stability versus interest rates, says Sankaran Naren.
Retail investors have matured and have moved away from investing in only in-vogue products, says the managing director and chief executive officer of ICICI Prudential AMC.
'If Murad's Mozziness doesn't strike us in the eye, if we see the film as a youth's struggle to break free of the shackles holding him back and not as a Muslim fighting the system, it is because not once in the film does Zoya show him blaming his religion for his low social status or struggle, a temptation many 'progressive' film-makers may have yielded to for it sounds so politically correct,' says Saisuresh Sivaswamy.
Just when stocks are seen as invincible, we should worry, warns Akash Prakash.
India's rapid economic progress over the past two decades masks its abysmal performance on social indicators.
Delhi Daredevils, over the past two seasons, have shown a penchant for starting with a fresh team but the idea has its own pitfalls as one doesn't know what is the best combination unlike some of the other settled teams, feels newly appointed captain JP Duminy.
'Why has the peace been kept?' 'Basically because there is a balance.' 'Maybe they think that balance has changed.' 'People can make mistakes. People can miscalculate.' 'If that is the cause, then I think what we have done, matching their build-up, etc, it is giving a good account of ourselves in the face-offs.'