Expert Zone

Reflections from Davos

By S.D. Shibulal
January 31, 2014

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

It’s been an exciting week at Davos. The annual meeting of the World Economic Forum this year was refreshingly different from previous editions. There is a general sense of optimism.

Why the RBI raised interest rates

January 29, 2014

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

The Reserve Bank of India (RBI) raised interest rates at its review on Jan 28. The justification usually given for doing so is inflation.

Time for a relook at FDI in insurance intermediaries

By Deepak Yohannan
January 24, 2014

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

Insurance companies in India have an FDI limit of 26 percent, which may be revised upwards in the coming months. The industry requires funds to grow and the revision can be an enabler, but the process may take some time as it requires legislative approval and there seems to be some opposition to the move.

India’s decade of decay

By Jaswant Singh
January 23, 2014

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

India Markets Weekahead: It’s time again for an election year ‘rally of hope’

By Ambareesh Baliga
January 19, 2014

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

Despite a volatile Friday, it was a good week for the markets and saw the Nifty close about 90 points higher at 6,261, with sentiment supported by better-than-expected quarterly results and benign inflation data.

How much will U.S. recovery help India?

January 10, 2014

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

After a prolonged slowdown, the U.S. economy is finally showing signs of recovery though much of it comes from investment in inventories and may not be sustained at the present high rate.

U.S.-India dispute: A diplomat and a double-standard laid bare

By Jonah Blank
January 8, 2014

(The following essay is commentary. The views of the author do not necessarily reflect those of Reuters)

The fear of “L”

By Kaushik Basu
January 7, 2014

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

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.