'Clearly, from the Indian viewpoint, the US retrenchment from Asia cannot be happening as good news.' 'The abandonment of the US' pivot to Asia exposes the US-Indian partnership to be a mere transactional relationship,' says Ambassador M K Bhadrakumar
It's time for Indian generic companies to rethink their strategies.
Meet the US Attorney who took on Donald Trump.
Global retail behemoths seem to have read the signals right.
'The darkest days of Indian democracy were (during) the Emergency when basic democratic rights were suspended. For a time it seemed as though India would move along the East Asian model -- everybody works hard, nobody asks questions, certainly not of the government.' 'There are people who say we are headed that way, but I am not persuaded by the evidence,' says Mahesh Rangarajan who recently resigned as director of the Nehru Memorial Museum and Library in New Delhi.
'Narendra Modi has had very good luck. Firstly, the fall of oil prices. You don't get that very often in your life and you certainly don't get that often when you are in government.' 'Secondly, the fantasy of Indian reforms has led to very strong capital inflows to have made his job much, much easier.' 'You ride the winds in times of fortune and he hasn't done that. At least, not yet.' 'Those winds of fortune which are blowing your way can certainly turn around easily. There are quite a few headwinds coming up. He may well, history will show, have missed the opportunities that existed.'
Despite the rally, on the basis of valuations, Indian markets aren't too expensive, says Christopher Wood, managing director and equity strategist at CLSA.
'I always used to say ignore the trolls and move on and focus on your fans and friends,' Sreenath Sreenivasan tells Rediff.com's Monali Sarkar. 'That was easy for me to say. But now when I say it, I really mean it.'
