he has to demonstrate the ability of his government to take a quantum leap, almost tantamount to setting the Ganga on fire, in the next six months, if not in 100 days, if the people were to take seriously the cascade of commitments spewing out of the President's address to both Houses of Parliament on June 9, says B S Raghavan. B S Raghavan suggests five practical propositions through which the Modi government can bring in paradigm changes.
Despite the rally, on the basis of valuations, Indian markets aren't too expensive, says Christopher Wood, managing director and equity strategist at CLSA.
'Whether it's investments in Kashmir, building naval facilities, or selling top-of-the-range military equipment, Pakistan could well benefit more under Xi's watch.' 'Do Chinese concerns about the 'Islamisation' of Pakistan give it pause about how quickly to move forward with security and economic projects? At the moment the indication is quite the opposite: China is doubling down on its support to Pakistan, partly because of its fears about where the country is headed.'
Arvind Subramanian talks about US and China's power play and where India figures in these dynamics.
The second and final part of former cabinet secretary Naresh Chandra's interview to Sheela Bhatt.
