from MacroScope:

India share bulls running mainly on hope, well ahead of peers

June 3, 2014

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Indian stocks have rallied sharply over the last two months, soaring to record highs, although the bull run that began with expectations that Narendra Modi will become the country's next Prime Minister may soon run out of road.

from Expert Zone:

Indian markets: Earnings in focus, better to stick to fundamentals

By Mukesh Agarwal
June 2, 2014

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

It’s reasonable to ask whether the Indian stock market has lost steam after the blistering run-up seen over the past couple of months. Since August, the markets have rallied about 40 percent, with many stocks in high-beta sectors such as infrastructure generating a return of more than 100 percent. At a one-year forward price-to-earnings (P/E) multiple of 15x, the Nifty isn’t exactly cheap for retail investors right now.

from India Insight:

Narendra Modi’s new team of ministers

May 27, 2014

The Indian government on Tuesday announced its list of cabinet ministers along with their portfolios, a day after Narendra Modi was sworn in as the new prime minister.

from India Insight:

Markets this week: Sesa Sterlite, NTPC top Sensex gainers

May 23, 2014

The benchmark BSE Sensex rose 2.4 percent this week as domestic-oriented stocks surged on hopes the incoming BJP government would keep up its promises to kick start an economy whose growth has dipped to its slowest in a decade.

from Expert Zone:

Food prices matter: here’s why

By Paul Donovan
May 23, 2014

(The views expressed in this column are the author’s own and do not represent those of Reuters)

from John Lloyd:

Will India’s Modi resist the lure of nationalism?

By John Lloyd
May 20, 2014

Nationalism is in vogue in the world’s largest states.

President Vladimir Putin has called upon the specter of nationalism in staking Russia’s claim to Crimea and as a justification for destabilizing Ukraine’s east. He and the Russian military have acted to protect and, where possible, bring “home” his nation’s ethnic kin.

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.