Expert Zone

The return of the ugly American

By Shashi Tharoor
January 7, 2014

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

India Markets Weekahead: Driven by hope in an election-led rally

By Ambareesh Baliga
January 5, 2014

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

The New Year was ushered in with a steep and sudden correction in the broader indexes, with the Nifty closing 1.63 percent lower at 6,211. However, the mid-cap and small-cap indexes outperformed.

Will 2014 be any better for investors?

By Mukesh Agarwal
January 3, 2014

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

High inflation, low GDP growth and a sharp depreciation in the rupee led to subdued returns of 6.8 percent for the Nifty in 2013.

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.

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.

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.

Unclear messages from the electoral tea leaves

By Gautam Chhaochharia
December 17, 2013

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

The past 12 months have been characterized by the narrowest market in two decades although sectoral performance varied significantly. While the markets are likely to be range-bound, valuations are expected to rise in 2014, especially in the first half.

Solving the Indo-Japanese equation

By S K Chatterji
December 13, 2013

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

In geopolitics, neighbours rarely make great alliances. However, distance does not impede strong partnerships.

Slow change comes to India a year after Delhi gang rape

By Mallika Dutt
December 12, 2013

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

One year ago, a 23-year-old physiotherapy student was raped and murdered. Her story showed the world that women across India are viewed as dispensable, undeserving of full human rights.

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.