Economic reforms to remain on track: Brokerages
Analysts expect the NDA coalition to hold firm as it was formed before the elections, with consensus on policies and no contentious issues to cause a rift among partners.
Who will prevail in ChatGPT vs the Sellside?
Generative AI is shown to outperform financial analysts but the computer’s biped peers need not give up just yet
What should be the new government’s priorities on the jobs front?
Steps to create formal sector employment, support domestic manufacturing and services and provide interim work opportunities are essential to keep India’s workforce in good humour
Is higher support for consumption demand a given?
The NDA’s weak showing in the polls has made investors wonder if weakened household budgets were a reason and if that means a boost to consumption will be forthcoming
Andhra Pradesh and Telangana: Election results and the changing political dynamics
In Andhra, Chandrababu Naidu’s TDP made a remarkable comeback, while in Telangana, the Congress and BJP each secured eight seats out of the 17, and BRS failed to win a single seat. The political dynamics in these two states has seen a marked transformation
Karnataka: Good showing for BJP-led NDA but was this a missed opportunity for INDIA Bloc
BJP-JDS continued its dominance in the state by winning a total of 19 of 28 seats. The Congress failed to capitalize on the momentum generated during Legislative Assembly, securing nine seats
Chart of the Day: The election hangover doesn't last long in the market
Historical data suggests that the market tends to discount election results and align with global market trends over the long term. The time it takes for the market to recover is largely influenced by global factors rather than domestic ones.
India Economy: The uneven policy road ahead
As the new government prepares to assume office, its perfect opportunity to sett the tone for tough policy decisions, and tackle issues of employment generation
Electric vehicles: Miles to go before reaching the EV goalpost
The expiry of FAME II subsidies had seen a drop in EV sales lately. However, the automobile industry has been proactive in its efforts to invest in new electrification technology supported by government initiatives. Will a newly elected government continue these initiatives?
A phase of temporary uncertainty in markets to cause pain
Investors who can survive these tough phases will emerge stronger on the other side as winners
How to pivot trade policy to make India a global export hub
Building a vibrant GVC ecosystem in the country should be high on the agenda of the new government to enhance external trade
The new government must try to better ties with our neighbours
The election results leading to a coalition government have raised questions about whether India would tweak its foreign policy. Though major policy shifts are not expected, the new government may consider improving relations with immediate neighbours
India Market Crash: Today’s correction is just a reminder of how equities work
As the election result has not thrown up a majority for any party, the markets are in a fix. A wait-and-watch game has begun as to what kind of coalition or government formation will we see in the next couple of weeks? Also, who will helm the crucial portfolios?
New Era in Kerala Politics: UDF's dominance and BJP's historic breakthrough
The 2024 Lok Sabha elections have transformed Kerala's political landscape. The UDF's near-sweep, the BJP's historic progress, and the LDF's struggles mark the beginning of a new era
Tamil Nadu: DMK won the battle but lost the war, for BJP it is vice versa
The DMK’s tactics paid off in but the BJP’s strategy floundered. The BJP would have been happy with a second place finish, but it ended well behind the AIADMK
BJP’s Southern Gamble: The highs and lows of the 2024 Lok Sabha elections
BJP's triumphs and setbacks across Tamil Nadu, Kerala, Karnataka, Andhra Pradesh, and Telangana reflect southern politics' complexities and evolving dynamics. For Modi, the path ahead will require recalibrated strategies, deeper local engagement, and reconsidering alliances to secure a more substantial foothold in the south
India’s Foreign Policy – will it become a pawn to a whittled down mandate?
Coalitions governments do not have the space to respond aggressively to any serious border violation or terrorist provocation. Question is whether Pakistan and China will test the new government or try to smoothen things out
Moneycontrol Pro Panorama: Thin margin for NDA spooks investors
In today’s edition of Pro Panorama: Road ahead for investors after poll results, the reforms trajectory, the political risk meter, how to green the economy and more
Job Creation: State-specific export policies will help in generating employment
Countries which have been successful in generating sufficient employment for their workforce have relied significantly on ramping up their exports and grabbing a larger share in world markets
The opposition is back with a bang
It can be said clearly from the election result that Hindutva cannot be an alternative to unemployment or livelihood issues
Personal Finance: The way ahead for investors leaving behind the election rhetoric
The key question investors now face is how to prepare for the next few years. With the new government likely to present the budget in July, it’s time to take charge of the narrative once again
BJP and RSS relationship is not going to change in wake of poll results
There has been no tussle for power between the BJP and the RSS as they work in different spheres. The RSS prefers to stay away from the day-to-day political affairs and is busy with its plans to expand its base.
Will infrastructure capex lose steam under the new government?
The NDA winning the 2024 elections with a slimmer majority raises a pertinent question whether government outlay on infrastructure will continue with the same fervour as seen in the past
Odisha: BJP’s heavy hitters knock out Naveen Patnaik after 24 years
The BJP was successful in cornering the BJD government over important issues like alleged hiding of the report of the Commission of Inquiry, and inaction in the mining and chit fund scam
The return of political risk
For business and the markets, the election results are a big blow. But the good news from the poll verdict is the strengthening of Indian democracy
