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Straight from the Specialists

US-India strategic partnership set to grow in second Obama administration

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

The re-election of President Barack Obama is likely to be more promising and fruitful for the growing strategic partnership between India and the United States. During the second Obama administration, his India policies are expected to be upgraded further and there would possibly be more tangible outcomes from policy pronouncements made in the last four years.

This strategic partnership is based on a foundation of shared values and interests. But due to the different state of their domestic constituencies and regional strategic environments, there could be differences in their understanding and responses on a few issues. That is why it is essential for leaders and policymakers in New Delhi and Washington to develop a deeper understanding of existing ground realities for negotiations on various issues.

It is evident that India and the United States have been making a move forward. There have been issues in recent times such as defence procurements in India, the Libyan crisis, nuclear liability, outsourcing, allowing FDI in retail sector in India, Iranian nuclear programme, Syrian crisis, etc. where India and the U.S. appear to have realised the other’s positions well. This has helped them successfully reduce friction and develop a mutual understanding — which is expected to improve further during Obama’s second term.

India Market Weekahead: Trading subdued but markets back on track

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

Last week was a volatile one with the stock market poised for a surge but the Nifty eventually closed in the red with a loss of 0.20 percent at 5686.

Higher growth can help lower deficit

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

India’s bloating budget deficit has been a matter of concern. It means more borrowing by the government which results in overcrowding of the debt market and consequently, a higher rate of interest for the private sector. It also raises the rate on borrowings from abroad due to the downgrading by rating agencies which is bound to follow.

India Market Weekahead: Buy on dips with no roadblocks till budget

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

There wasn’t much point-to-point movement on the Nifty but it was not a listless week by any standard.

Life insurance still struggling, non-life continues to grow

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

The lean half of the financial year for insurance sales is behind us and the numbers for the life insurance vertical are not impressive. But the general insurance or non-life vertical has shown a healthy growth rate. Highlights are given below.

When will the repo rate be reduced?

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

In his policy review on Oct. 30, Reserve Bank of India (RBI) Governor D. Subbarao stuck to his position that money cannot be made cheap when commodities are becoming expensive.

Why financial planning is important

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(The views expressed in this column are the author’s own and do not represent those of either Quantum AMC or Reuters)

The unexpected sight of a familiar pair of shoes placed on the shoe rack at home evoked memories of my dad, who died a few months ago.

RBI policy review: Subbarao could have taken a calculated risk

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

The Reserve Bank governor kept interest rates unchanged on Tuesday with a marginal 25 basis points decrease in cash reserve ratio (CRR), disappointing stock markets and  resulting in the Nifty going below 5640.

The crippling effect of QE3

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

It was tried twice before and it is being tried once again. Whether quantitative easing (QE3) will increase employment in the United States is questionable. But it will certainly disturb currency exchange rates of emerging market economies with related consequences.

Emerging priorities in the war against terrorism

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(The views expressed in this column are the author’s own and do not represent those of Reuters)

There are different models that nations have adopted to fight insurgencies. Sri Lanka used all the forces at its disposal. The results, humanitarian aspects set aside, led to the insurgent movement being defeated comprehensively.

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