Elections and regulatory challenges may be deterring would-be investors
The party in power is expected to set a reasonably high standard in all that it does as it represents the entire nation even if it has been in power without a mandate of majority of voters. However that has not been the case during the last five years.
EPFO has to be transparent and make more disclosures about its investments. That will settle rumours on the actual available surplus and link returns to the market.
No punter would be ready to lay a wager on the total eclipse of the CPI(M) in Kerala and herald a resultant rise of a saffron reign. That too at a time when there are more takers for the pan-India retreat of the saffron wave.
The US has consistently used unilateral actions to force changes in India’s framework of policies and laws
Study implies there has been a secular deceleration in trend GDP growth since 2009
Aside from food inflation, there are other structural issues that can affect inflation outcomes in near to medium term.
Here are some options strategies that take into account all 3 post-election scenarios: a strong Modi government; a weak Modi government; and if no alliance/party gets a clear majority
In almost every election in the recent past there have been complaints and question marks on the impartiality of the ECI. If these were murmurs earlier, during this election the voices are reaching a crescendo.
Tata Steel’s European business is back to square one. Its management needs to identify alternative plans soon, and this time failure is not an option
Punjab offers a glaring example of how parties can throw away a solid political mandate. Modi magic, if any, can only infuse some life at best.
Customised human-machine collaborations are perhaps the only answer for serving the wealth management needs of a large population that lives and thrives in India’s numerous towns and villages.
The reality is that left supporters and cadre still cannot get over the fact of being routed by the Trinamool Congress led alliance in the 2011 elections, a feat that it repeated in 2016.
Investors must avoid the swathes of false positivity offered by sell-side analysts.
ITC’s valuations reflect the uncertainty on taxation and regulation at its flagship cigarettes’ business. A new chairman will have the opportunity to press the reset button
Both consumption goods production and capex are contracting.
The US followed through on its threat to hike duties on Chinese imports to 25percent. The risk is that China is just the beginning and India may be next
Some argue that the political discourse was lowered the day Congress gave the slogan ‘Chowkidaar Chor Hai’, and that all that has followed is a natural reaction. But this destructive theory of action-reaction will lead us to our collective doom, both in politics and as a country.
Asking PSUs to finish construction of flats for a private developer is akin to privatising profits and socialising losses
The only saving grace in the Indian story is that recent events have not led to a systemic crisis like in other countries. But we have seen that systemic risks materialize much faster than anyone can imagine.
A new stock exchange circular not only places promoters and employees of a listed company at a detrimental position but also poses challenges for the firm itself in terms of planning of corporate actions and raising funds.
The BJP will be looking to retain all seven seats; the Congress is pinning hopes on Sheila Dikshit. For AAP, the high-stake battle will impact the 2020 assembly polls.
India’s final sugar output is much higher than expected. A problem of plenty is likely to affect sugar mills unless the government steps in
It is important to note that the core inflation is still above the 5 percent mark and a significant demand boost would have pushed it up further.
Out of the 17 Lok Sabha seats in Telangana, even if KCR wins 16, without joining an alliance at the Centre, he will have no role to play. Add to this the fact that he does not have good ties with both the BJP and Congress.
