from Breakingviews:

India’s Common Man Party is investors’ frenemy

January 3, 2014

By Andy Mukherjee

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

from Expert Zone:

The year 2013 in perspective

December 24, 2013

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The economy was already in distress before 2013, but with no significant action by the government and increased pressure from external sources resulted in more danger signals. It is now doubtful whether the economy will recover in the current fiscal.

from Expert Zone:

India Markets Weekahead: Investors to remain bullish in election season

By Ambareesh Baliga
December 22, 2013

(Any opinions expressed here are those of the author and not of Thomson Reuters)

A surprise decision by the Reserve Bank of India (RBI) to keep the repo rate unchanged and a dovish statement from Ben Bernanke in his last news conference as U.S. Federal Reserve Chairman improved sentiment with the Nifty closing 106 points higher at 6,274.

from Breakingviews:

Swift bad loan clean-up will beef up Indian banks

December 18, 2013

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

from Expert Zone:

Managing India’s budget deficit

December 17, 2013

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The budget deficit has been a concern for India, but Finance Minister P. Chidambaram has assured that the government will not deviate from the target of 3 percent deficit in 2017. In the very first year, however, it has become almost obvious that the target will be missed.

from Breakingviews:

Microsoft lucky to avoid Nokia’s India tax bill

December 12, 2013

By Andy Mukherjee

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

from Expert Zone:

Indian hedge funds get knocked down but get up again

December 12, 2013

(Any opinions expressed here are those of the author and not of Thomson Reuters)

The fortunes of hedge funds focused on India continue to twist and turn, with many plots and subplots. After witnessing widespread losses and heavy redemptions in 2008, Indian hedge fund managers bounced back remarkably to post a 50 percent return in 2009. They continued their good form in 2010, delivering healthy gains of 12 percent during the year.

from India Insight:

Business of new and worn banknotes thriving in Delhi

December 10, 2013

Rakesh Kumar is not like most of the street vendors in Old Delhi. The hand-painted sign on his wooden counter, “exchange damaged, old notes,” reveals a different story. He sells money.

from Breakingviews:

Narendra Modi could be India’s Shinzo Abe

December 10, 2013

By Andy Mukherjee

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

from India Insight:

Reactions from India to the death of Nelson Mandela

December 6, 2013

Nelson Mandela, who emerged from 27 years in apartheid prisons to help guide South Africa to democracy, died on Thursday.