First, there has been a significant softening in commodity prices - most notably oil.
The President talked about demonetisation, electoral reforms and disruptions in Parliament.
Fulfilling the promises made in the manifesto, a resurgent Opposition in the state assembly, impending local body polls... Tamil Nadu Chief Minister Jayalalithaa may have made history by winning two assembly elections in a row, but the real test begins now, says N Sathiyamoorthy.
Over the past two decades, India has evolved economically as well as from the market's perspective.
Modi government needs to focus more.
'Will 'Make in India' be able to harness the demographic dividend so it does not become a disaster?' 'Will 'Digital India' live up to the lofty promises the government and private sector made as part of its recent launch?'
Short-term gains are always unpredictable.
'The overall stress on asset quality is indeed coming down.'
Trade between India and Indonesia stands at $20 billion.
'The Modi government's lurch toward America has not brought it any dividends so far. The Western world is simply not in a position to make big investments in India... India needs to take a leap of faith vis-a-vis China.'
