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.
Trouble at a single bank among the top five most connected lenders could wipe out nearly 50% of Tier I capital
The reason for the stickiness in bond yields can be many, but the most responsible is the liquidity deficit stance taken by RBI, says Anup Roy.
For one thing, US Fed Chairman Ben Bernanke was perhaps right in postponing the quantitative easing taper even though the markets had complained at that time that they were primed for some reduction in QE3 and the Fed had missed an opportunity to execute their plans without causing too much of a flutter.
Flexing its muscles over Taiwan, China on Monday sailed its aircraft carrier close to the estranged island amid tensions with the US following President-elect Donald Trump's telephone call with the Taiwanese president.
Spread investments in equities, bonds, gold and cash to tackle volatility advise Nitin Singh, MD and head, and Vinay Joseph, director, investment strategy, Standard Chartered Wealth Management, India.
'There are reports of political dissent mounting on Xi Jinping's handling of the Wuhan fallout.'
From a longer term perspective an improvement in economic environment is necessary for a rise in inbound deals.
Two senior ministry officials, who declined to be named, said the aim was to attract more capital flows from wealth funds in West Asian countries.
With crude and commodity prices ebbing and the twin deficits under check, the Reserve Bank should have cut the key policy rate to push investments and boost economic growth, India Inc said.
Aggressive Hindutva elements have also disappointed industry captains
Investors in international funds should have a horizon of more than five years. Not only will this help them overcome equity and currency volatility, it will also help them enjoy better tax treatment, says Sanjay Kumar Singh.
The evolving RBI-government relationship, a reversal in the interest rate cycle and return to profitability will dominate bankers' conversation this year, says Tamal Bandyopadhyay.
Telecom major Bharti Airtel on Wednesday reported over two-fold jump in consolidated net profit at Rs 1,436.5 crore in the third quarter of 2014-15 on the back of continued growth in mobile data revenue.
Rajan's deputy Khan cautions against early celebration of falling inflation, unhedged forex exposure.
In its essence, GST is a national level system of value added taxation of goods and services, says Shankar Acharya.
'On the tax front, most of the Budget proposals are sensible'.
As West Bengal, Kerala, Assam, Tamil Nadu and Puducherry prepare for new administrations, one is reminded of the disparity that runs through the veins of the Indian states, notes Mihir S Sharma.
'India's economic fundamentals are much too strong to be affected by his resignation,' says B S Raghavan.
Defence Secretary Mattis said he cannot certify that Islamabad has taken 'sufficient actions' against the dreaded Haqqani terror network.
RBI would get the comfort of meeting its 8 per cent January Consumer Price Index-based inflation target, BofA-ML said, adding that 'we expect the RBI to cut 75 bp in 2015 from February with inflation on course to 6 per cent in January 2016'.
RBI's status quo on rates disappoints economists.
The RBI governor also said he is not 'overly' worried about any interest rate hike by the Federal Reserve, saying the country had enough foreign exchange reserves.
A quick bounce back of the Chinese stocks looks improbable now.
Reserve Bank Governor Raghuram Rajan on Thursday said the central bank will continue its focus on taming inflation, speeding up resolution of distressed projects and ensuring enough capital for banks through balance sheet clean-up.
Report points out corporate vulnerability indicators remain elevated.
If you plan to send your child to the US five years from now and expect the rupee to depreciate five per cent every year, adding US funds to your portfolio might be a good idea, says Ashley Coutinho.
RBI governor Raghuram Rajan is likely to cut rates in next monetary policy.
The immediate concern for the rupee is the sharp spike in oil prices
It's time to step on the reforms accelerator.
Year 2017 will be a benign year for FII flows into India feels Akash Singhania, deputy chief investment officer, DHFL Pramerica Asset Managers.
The outcome is beyond the market's expectation and will be a sentimental boost, say analysts.
Analysts are expecting inflation to fall further in October and November on base effect. Inflation measured by consumer prices has been trending down for over four months, and came in at 6.7 per cent in September.
Some type of global shock adds to the allure of the dollar.
A strengthening dollar, rising interest rates, tightening liquidity and a surge in oil prices - all are combining to create a toxic atmosphere for EM assets, says Akash Prakash.
Why India is an FDI magnet. The country satisfies several reconditions to attract FDI.
NDA government has shunned populism.
The real benefits can be seen when prices stabilise, preferably at levels acceptable to both consumers and producers.
Experts feel oil prices will remain volatile with an upward bias.
If the Modi government is going to set new benchmarks of performance, don't expect the majority of his dozen-odd ministers-who-matter with economic portfolios to be making the difference, says T N Ninan.
