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.

from India Insight:

Interview: Nitin Gadkari on the election, BJP’s priorities and Amit Shah

April 18, 2014

(This article is website-exclusive and cannot be reproduced without permission)


By Shyamantha Asokan

Nitin Gadkari is a top leader of India’s Hindu nationalist opposition party, which is forecast to emerge as the front-runner in the country’s mammoth general election. A series of opinion polls this year say that the Bharatiya Janata Party (BJP), led by prime ministerial candidate Narendra Modi, will win the biggest chunk of the 543 parliamentary seats up for grabs. Results are due on May 16.

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.