These are companies with a strong track record and good prospects on earnings.
'Whichever option India chooses, it should be clear to the government that the China-Pakistan nexus poses a clear and present danger to national security,' says Brigadier Gurmeet Kanwal (retd).
On India achieving higher growth, Rajan said 9 per cent, which is the widely believed potential growth rate of the economy, is still some time away.
'When sensitive territory goes into the hands of your enemy. he becomes more powerful in military terms.' 'Assuming the Chinese take over the Doklam Plateau they will not stop at that.' 'They will keep ingressing, and it will be easier for them to further expand their territory.' 'I feel the Chinese will vacate that area in two months after it begins to snow.'
Market breadth continued to remain strong, with 1899 gainers and 674 losers on the BSEs.
The broader markets, however, outperformed the benchmark indices -- BSE Midcap and Smallcap indices ended up 0.6%-1%.
'Trump's stated strong stance against Islamist extremism and terrorism could play into the Indo-US relationship.' 'It could mould US attitude and exert pressure on Pakistan.' 'In the event of US military presence in Afghanistan increasing, however, Pakistan could gain an opportunity to again emphasise its importance.'
One person was killed and eight others injured when a series of home-made bombs packed with ball bearings exploded in front of a provincial office of the ruling Chinese Communist Party, two days ahead of the party's key meeting to finalise political and economic reforms.
Substantial gains can still be made with good policies and initiatives.
Experts caution against tough times in Indian equity markets in 2015.
A rapid fall in crude oil prices has meant the RBI is a year ahead of its inflation-targeting schedule
Some analysts argue that Beijing has been too cautious in lowering rates and freeing up cash in the banking system, keeping real interest rates too high given low returns on investment.
The purposeful Narendra Modi who won the election has been replaced by a prime minister who looks quite lost, says T C A Srinivasa-Raghavan
The WPI inflation stood at negative 2.4% in May 2015, compared with a negative 2.65% in April 2015.
We are witnessing a new phase where business leaders are realising globalisation has to take into account national identities and cultures, says Claude Smadja.
Senior Executive Director & Co Head (Strategy) of Kotak Institutional Equities Sanjiv Prasad tells Prasanna D Zore/Rediff.com that even if there are a number of challenges facing the Indian equity markets, there are certain sectors that offer a ray of hope.
Shankar Acharya gives ten predictions on key politico-economic developments in the world and ten for India.
When industrial output and inflation fall simultaneously, though it is both a piece of good and bad news, taken together they can signal clear signs of an economic slowdown.
Confronting a slowdown in growth, China says it will only increase its defence budget by 7.6% this year, against the anticipated rise of between 20% and 30%. 'It is difficult to explain the reduction in the Chinese defence budget,' says Claude Arpi. 'Is there a hidden budget? Possibly!'
'You can ascribe any ideology to him, and it will be equally right - or equally wrong.' 'Even though the comrades on the Left will never admit it, he seems as much Stalinist as capitalist.'
'After a strategic pause though, Beijing will revive its policy of slowly creeping towards acquiring sovereignty over the South China Sea.'
The greatest challenge before India is how to strike a fine balance of its relationship between its neighbour and strategic rival China, and the US.
What China's market crash means for India
Design thinking is not designing as traditionally understood.
The world economy is going through a tough phase.
Top companies in China are valued at 7.7 times the trailing 12-month earnings against a P/E ratio of 18.6 times for Nifty 50 companies.
Tata Steel, SBI, L&T and Sun Pharma advanced 2-5% each.
The sudden proximity between India and US has, in the eyes of many, sidelined China. This is not the case, argues Colonel Anil A Athale (retd).
World Bank's Doing Business Indicators ranks India (out of 189) at 132 for trading across borders.
India has a long way to go to catch up with Thailand let alone the US.
'We are overweight on India, as it is one of the best in emerging markets (EMs)'
It is a wonder how pervasive and long-lasting the damage can be from a balance-sheet crisis, says Suman Bery.
Global economy will have to grapple with few tough situations in 2015.
India needs to tread cautiously on the growth path.
'I think governments -- whether this one or the ones earlier -- have not understood the strength of the Indian Railways... that it can easily add 2.5 per cent to GDP.'
Germany, as the locomotive of Europe, has much to teach India in manufacturing and process management, says Rajeev Srinivasan.
Given the relative rates of gross domestic product growth, the differential will increase.
No Indian auto brand (including Tata or Mahindra) is well-known globally.
'We want to make sure we stay in India and we have very high hopes from India,' says Mark Mobius.
Because of India's weak fiscal position, the plethora of debt-burdened infrastructure companies and the poor asset quality of public sector banks, economic growth in 2015-16 may be limited to about six per cent, say Shankar Acharya.
© 2026 Rediff.com - Investor Information - Advertise with us - Disclaimer - Privacy Policy - Sitemap - Feedback - About us - Terms of use - Grievances