Expert Zone

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.

Time to ride the rally in the run-up to 2014 elections

By Ambareesh Baliga
December 10, 2013

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

Election fever in the world’s biggest democracy is gripping India in the run-up to general elections due in 2014. In the coming months, politics will be in focus especially among investors.

How the U.S. Fed’s tapering can affect Indian markets

December 5, 2013

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

It was never expected to be permanent. Quantitative Easing (QE), designed to pep up the U.S. economy after the financial crisis of 2008-09, has survived for five years. The United States is now on a rebound and unemployment is receding. That has tempted the U.S. Federal Reserve to reconsider tapering its economic stimulus.

If change does come in 2014

By Apurva Shah
November 29, 2013

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

The market is pregnant with expectations of a change after the general elections which must be held by next May. You would have to travel far and wide before you come across anyone in India’s financial market who is not hoping – even praying – for change.

Taking stock of the insurance sector

By Deepak Yohannan
November 26, 2013

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

With half the financial year gone by, it’s time to take stock of the insurance sector. Let me start with life insurance.

Which inflation should the RBI target?

November 25, 2013

The Reserve Bank of India (RBI) is entrusted with the responsibility of maintaining price and financial stability, and it has used interest rate and money supply to pursue this objective with unwavering determination. Yet, inflation has survived with matching persistence.

India Markets Weekahead: Results of state elections a key driver

By Ambareesh Baliga
November 24, 2013

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

Markets had been on a roller-coaster ride but closed weak for the third week in the row with the Nifty in the 5950-6000 range providing support.