from Breakingviews:

Diageo throws money at Indian empire-building

April 15, 2014

By Robert Cole and Una Galani

The authors are Reuters Breakingviews columnists. The opinions expressed are their own.

from John Lloyd:

Modi: Democrat or divider

By John Lloyd
April 9, 2014

India’s 815 million voters started the five-week voting cycle earlier this week. It’s already being celebrated as a triumph just for taking place -- “the largest collective democratic act in history,” according to the Economist.

from India Insight:

Young professionals in Bangalore favour Modi’s promise, shrug off riots

April 9, 2014

As far as Vinod Hegde is concerned, Indian prime minister candidate Narendra Modi bears no responsibility for the 2002 Gujarat riots. More to the point, Hegde doesn't care.

from Global Investing:

Buying back into emerging markets

April 8, 2014

After almost a year of selling emerging markets, investors seem to be returning in force. The latest to turn positive on the asset class is asset and wealth manager Pictet Group (AUM: 265 billion pounds) which said on Tuesday its asset management division (clarifies division of Pictet) was starting to build positions on emerging equities and local currency debt. It has an overweight position on the latter for the first time since it went underweight last July.

from Breakingviews:

Modi win is blow for Tesco, good for investors

April 8, 2014

By Andy Mukherjee 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Ranbaxy sale shows risk in Japanese M&A adventures

April 7, 2014

By Peter Thal Larsen

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from India Insight:

Bandhan eyes India’s banking league with RBI licence

April 4, 2014

Kolkata-based Bandhan Financial was little known in India’s corporate arena. But a new banking licence from the Reserve Bank has given Managing Director Chandra Shekhar Ghosh and his 13,000 employees a reason to cheer.

from India Insight:

Facts and figures for India’s 2014 general election

April 3, 2014

Voting in the 2014 election begins on April 7. More than 814 million people -- a number larger than the population of Europe -- will be eligible to vote in the world's biggest democratic exercise.

from India Insight:

Dharavi’s once-booming leather industry losing its edge

April 1, 2014

A busy street in Asia’s largest slum Dharavi leads to a quiet lane where Anita Leathers operates its colouring unit. As children play near shops that sell everything from mobile phones and garments to raw meat and sweets, the mood at the leather unit is sombre.

from India Insight:

Markets this quarter: Sensex gains 5.7 percent, L&T surges 19 percent

March 31, 2014

By Aditya Kalra and Sankalp Phartiyal

Indian shares posted record highs in March as strong foreign buying sent blue-chip stocks such as Larsen & Toubro higher and boosted overall investor sentiment ahead of a general election.