Amit Shah’s role in turning around the fortunes of the BJP in the recent past is substantial. In the past five years, he has been working on a war footing treating every election as a won to win.
Modi destroyed the foundation of the old politics of the caste-based patronage model by ensuring universal access to public goods.
The recent upsurge provides opportunities to exit troubled companies facing balance sheet issues and/or business uncertainties. Another important rejig in portfolios would be to reduce exposure to consumer discretionary space towards sectors that are high on the priority list of the new government.
In his first term, Modi had succeeded in articulating a global role for India as a leading player in the international system, one which shapes global rules and is not merely a rule-taker. In his second term, he should be focusing more on how to operationalise this idea into concrete policy outcomes.
Amit Shah pulled all the warring factions of the BJP and the allies together, and the Pradhan Mantri Kisan Samman Yojana seems to have blunted the edge of the farmers’ anger to give the NDA an edge.
The government wants to co-opt the private sector in its mission for affordable healthcare, but on its terms
One just cannot overlook a more self-assertive India now. It can afford to dictate the agenda, restricting talks to ending terror and Pakistani demonstration of sincerity.
Here, intent is the key. By reaching out to government agencies to complete unfinished housing projects, the SC has one express aim: relief for the stressed homebuyer.
In the absence of much-needed reforms, India will not be able to attain higher growth in a sustainable manner and the government would run the risk of wasting a historic mandate.
For now, there is no challenge to Modi from Bihar except if Nitish Kumar picks up the cudgels to press for the state’s demands.
The party’s impressive show in West Bengal and Odisha is a wake-up call for the respective chief ministers. Its next pit stop is the state Assembly.
Market reactions on the day of big events should be taken with a pinch of salt; after all it is prone to overreact on either sides. And yet there is something about today’s market move that cannot be ignored.
The southern state saw the DMK wave rising like a Tsunami that swept aside the political fortunes of state BJP bigwigs.
The loss of ground forced the Congress to resort to constituencies where Muslims are in majority. But that doesn’t seem to have helped.
With the BJP virtually mauling the Congress-JDS combine in the parliamentary polls, and riven by internal dissensions and poor track record, the state government fears a real danger of defections that could send it packing.
The big issue that the results will highlight is the voting pattern of former Left supporters. They seem to have crossed over in large numbers to the BJP fold enabling it to register such a decisive victory.
That the 2019 victory is better than 2014 shows that the BJP juggernaut is not slowing down. It is a powerful machine that’s flattening its political rivals as it moves from state to state.
Markets will now look for concrete action from the Modi government to decide future trend
The saffron party seems to have turned caste-based arithmetic on its head.
We now have another shot at a structural transformation of the Indian economy
Trust God’s Own Country to say it in its own style. Even for the die-hard Congress fan, the party’s superlative show in the state has come as a big surprise.
Personal attacks by discredited leaders hurt themselves more than their potential targets.
A turnaround in fortunes for real estate is only a question of time. What explains this optimism is rising transparency and discipline in property dealings.
Iron ore prices have crossed $100 per tonne and the bullish view is they could go higher. But don’t close your eyes to the risks.
Investing in commodities comes with its share of risks. Without an active options market, exposure to the futures market can be a dicey proposition.
