(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.
(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.
(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.
(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.
(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.
(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.
(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.
(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.
(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.
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.
