A combination of strong earnings and economic growth, and hopes of the Federal Reserve ending the rate-hike cycle have pushed gross buying of Indian equities by foreign portfolio investors (IPO) to a new high. In 2023, FPIs have been gross buyers of shares worth Rs 25.5 trillion, the highest ever in a calendar year. FPIs also sold shares worth Rs 23.9 trillion. On a net basis, they were net buyers to the tune of Rs 1.6 trillion, the highest since 2020.
The National Security Strategy document should flag all major issues concerning security strategy and provide guidelines to concerned departments to work out suitable action plans. Since the global and regional geopolitical canvas is dynamic, the NSS document should be deliberated at length before formulation and should be reviewed periodically, recommends Commodore Venugopal Menon (retd).
Since March 2020, when the Nifty50 plummeted to 7,511 following the announcement of a nationwide lockdown, the stock market has been on an upward trajectory. Over the next four years, the major market index has delivered a remarkable compounded annual growth rate (CAGR) of over 31.5 per cent. In the past year alone, the Nifty50 has gained by 27 per cent, hitting a succession of record highs.
While India won't be immune to global spillovers, we need to create the macro preconditions for sustained growth. Policy agility, prudence, and resilience will be key, suggests Sonal Varma.
While Narendra Modi spent fewer days abroad than his predecessor -- 275 days versus Dr Singh's 306 - he has travelled more widely than any other Indian PM.
US envoy Eric Garcetti on Thursday said he respects that India likes its "strategic autonomy", but in times of conflict, there is no such thing as strategic autonomy, even as he pitched for forging a stronger partnership between New Delhi and Washington.
PM Modi went to New York this time not to engage in polemics, but to find solutions to global problems. He made some progress on several matters, even on reform of the UN Security Council, when the US made a major concession for the first time that six permanent members without veto, including India, could be considered
Oil and LNG prices are likely to shoot up if Iran is to block Strait of Hormuz, through which countries like India import crude oil from Saudi Arabia, Iraq and UAE, leading to a spike in inflation, analysts said on the Iran-Israel conflict. The Iran and Israel conflict has escalated over the last few days. Iran first launched drone and rocket attacks on Israel, which retaliated by firing a missile. Crude oil prices have hovered around USD 90 per barrel since the conflict.
'The race is now on for Indian IT firms to develop their AI prowess and focus on a software-first approach to services as the people element becomes more complicated with Trump's expected new regulations.'
Dar also said Pakistan views Russia as an important player in the West, South and Central Asia, and strengthening mutually beneficial cooperation with Russia remains an important priority for Pakistan's foreign policy.
Upon his arrival in Beirut on Thursday, the Iranian minister said, "Some European officials asked me if there were any chances that new fronts might open up against the Zionist regime?"
Arguments for direct US military intervention in Syria are just not strong enough, says Claude Smadja
Jaishankar also spoke about how he expected a change in Russia's direction towards the rest of the world and it may likely want multiple options in Asia.
Most of India's oil supplies are expected to stay safe because of the country's good relations with both Russia and Iran. That would take care of over a third of India's supplies.
The Russian-Ukraine war can hit the global supply chains that are already constrained due to the pandemic and the worst impact will be on ongoing chip shortage because the warring nations brutally control supplies of key raw materials that go into making semiconductors, warns a report. Since Russia controls as much as 44 per cent of global palladium suppplies, Ukraine produces a significant 70 per cent of the global supply of neon -- the two key raw materials that go into making chips. The markets can expect the global chip shortage, that began with the pandemic, to worsen if the military conflict lingers on, says a Moody's Analytics report on Friday.
In his opening remarks at the virtual summit of Leaders of G20 countries, Modi made it clear that terrorism was "unacceptable" to everyone and the death of civilians, anywhere, was condemnable.
India's merchandise exports dipped marginally in March to $41.69 billion, and by 3.11 per cent during the last fiscal year to $437.06 billion mainly due to continued geopolitical turmoil, and depressed global trade. Imports, too, declined in March as well during the entire 2023-24. Trade deficit, or the gap between imports and exports, narrowed 17.74 per cent in March to $15.6 billion and came down 9.33 per cent to $240.17 billion in FY24.
External Affairs Minister S Jaishankar has raised India's long-standing concerns about pro-Khalistan extremism in the United Kingdom during his meetings with the country's leaders, stressing that they should be on guard against the misuse of freedom of expression and speech.
India's voting pattern in the United Nations with regard to the Israel-Palestine conflict is lately marked by a calibrated distancing from Israel, observes Ambassador M K Bhadrakumar.
'2019 was fought on delivery. But in 2024, you can see the before and after effects.'
Genset manufacturer Cummins India has seen its share price rise by 45 per cent in the past three months. The management has reaffirmed that growth would be in double digits over the coming two fiscal years. Growth is expected to be driven by a pickup in domestic infrastructure spending.
Policymakers should aspire to restore the pre-Independence environment where the rupee was trusted and used all over South Asia, in Southeast Asia, in West Asia, and in East Africa, suggests Ajay Shah.
Saturday's Quad meeting in Delaware is taking place against the backdrop of China's assertive behaviour in the South China Sea, its sabre-rattling in the Taiwan Strait and increasing footprints in the Pacific and Indian Ocean, asserts Rup Narayan Das.
Australian Deputy PM Marles to watch India-Australia World Cup cricket final in Ahmedabad
Continued uncertainty or confrontation in the Asia-Pacific is clearly in no one's interest as it will affect major powers' attempts to restructure their economies and revive growth. Conflict would roll back the gains to each of our countries of 40 years of stability and peace, says Shivshankar Menon.
Iranian President Ebrahim Raisi during a call with Prime Minister Narendra Modi on Monday, urged India to use 'all its capacities' to end the Israeli actions in Gaza amid the ongoing conflict.
The avoidable stresses and strains in ties helped in one way. It showed for the entire region how a matured India handled diplomatic relations, especially with a smaller and suspicious neighbour, with practised dignity and patience, unruffled by provocations in word, deed and action, observes N Sathiya Moorthy.
'Despite the current tension at Doklam and the risk of escalation on the Himalayan land frontier, it is the Indian Ocean we need to worry about more,' says Nitin Pai.
Russia's unprecedented rapprochement with North Korea has raised concerns about the re-emergence of a Russia-China-North Korea alliance which could increase the probability of conflict on the Korean Peninsula, explains Dr Rajaram Panda.
"We have diplomatic ties with both nations. Any discourteous reference can impact our relations with them," says External Affairs Minister Sushma Swaraj
'Assassinating the leaders of an organisation, destroying their homes, buildings and institutions are not 'wiping out' an organisation.' 'Genociding the Lebanese or the Palestinians is something that Israel cannot technically do, let alone morally afford.'
Putin said work would be completed on building storage units for tactical nuclear weapons in Belarus on July 1, a move he likened to US nuclear deployments in Europe.
Israel's Permanent Representative to the United Nations, Gilad Erdan, lambasted the United Nations Security Council for failing to condemn the October 7 Hamas terror attacks and the slaughter of unarmed civilians.
'Israel has received an extremely hard and rude reminder that it cannot go ahead and talk of normalisation of relations with other Arab countries without addressing the issues pertaining to Palestine.'
The unalloyed truth about the Ukraine-Russia conflict is that it is a war that Russia cannot lose and Ukraine cannot win, observes Colonel Anil Athale (retd).
From Covid to climate change, Shankar Acharya's look at some of the trends and events that might shape 2022.
An attack on the Assad regime is unlikely to bring relief to Syria's oppressed and vulnerable population or end the civil war. It will spread the area of violence and increase the stream of refugees in a region wracked by conflict, violence and instability affecting the Gulf countries as much as West Asia, says Rajendra Abhyankar
With Western corporations, including Microsoft, AWS and Oracle, shutting down their operations in Russia, the rest of the world has become acutely aware of its dependence on a clutch of technology service providers.
The Japanese triple tragedy earthquake, tsunami and the very dangerous situation in the nuclear power plants has also brought into sharp focus how the effectiveness of complex supply chains, which are at the heart of globalisation of output, is crippled if there is a crisis in a large manufacturing or high-technology economy.
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