from Ian Bremmer:

How far can Modi take India — and how fast?

By Ian Bremmer
May 20, 2014

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As a result of last week’s parliamentary election in India, three of the world’s strongest and most transformational leaders are now in Asia: Japan’s Shinzo Abe, China’s Xi Jinping, and India’s Narendra Modi. They control a fifth of the global economy and govern two-fifths of its citizens. All have active plans to shake up their societies.

from Expert Zone:

The rupee at a crossroads

May 19, 2014

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

The rupee was tossed around quite a bit in the last 10 months. It dropped to a low of nearly 69 to the dollar, creating an economic crisis, before it recovered and is now at 59-60. The threat is not that it may drop once again, but that it may appreciate further and upset the economy in other ways.

from Breakingviews:

Modi’s big win gives India way out of policy limbo

May 16, 2014

By Andy Mukherjee 

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

from Expert Zone:

Debating India’s election cheat sheets

By Shruti Pandalai
May 14, 2014

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

As the sun set on the final phase of polling in India on May 12, newsrooms were waiting impatiently for 6.30 p.m. -- the deadline set by the Election Commission for airing survey results on post-poll predictions.

from Breakingviews:

India’s wobbly economy needs a factory revival

May 6, 2014

By Andy Mukherjee

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

from Expert Zone:

A shortcut to industrial recovery

May 5, 2014

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

A worker sprays water over piles of coal at Mundra Port Coal Terminal in the western Indian state of GujaratThe rate of growth in infrastructure industries falling to 2.6 percent in FY2013-14 came as a shock. That’s because these industries had been consistently growing at relatively high rates in the previous three years, in spite of the drop in production in other industries.

from Expert Zone:

India’s next foreign policy

By Jaswant Singh
April 30, 2014

(This piece comes from Project Syndicate. The opinions expressed are the author’s own)

from India Insight:

They say every vote counts, but mine wasn’t

By Ratnika Sharma
April 29, 2014

(Any views expressed in this article are those of the author and not necessarily those of Thomson Reuters Corp.)

from Breakingviews:

Review: India’s Singh wasn’t king, Modi could be

April 25, 2014

By Andy Mukherjee

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

from Expert Zone:

In defence of the defensives: Why IT, pharma stocks are not pariahs

By Mukesh Agarwal
April 21, 2014

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

Expectation that the ongoing general election will throw up a stable government has spurred a return to risk in domestic equities. The consequent rally has meant those favoured defensives of the sluggish times - information technology and pharma stocks - received a shearing.