Expert Zone

India Markets Weekahead: Continue pruning your portfolio

By Ambareesh Baliga
September 14, 2014

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

How falling crude prices affect India

September 11, 2014

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

Where the growth in Q1 came from

September 1, 2014

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

GA man walks his cow under high-tension power lines leading from a Tata Power sub station in Mumbai's suburbs February 10, 2013. REUTERS/Vivek Prakash/FilesDP growth of 5.7 percent in the April-June quarter was unexpected in view of the southward drift of India’s economy over the past two years. No wonder it pepped up the Bharatiya Janata Party-led government at a time when the ruling coalition is listing its achievements after 100 days in office. The question is where this growth came from and whether it will be sustained in future.

India Markets Weekahead: Time to prune positions in an extended honeymoon

By Ambareesh Baliga
August 31, 2014

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

The Nifty closed at a new closing high of 7,954 amid volatility in an eventful week that started with the Supreme Court ruling that the allocation of more than 200 coal blocks over the past two decades was illegal.

Why inflation is so persistent

August 25, 2014

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

Inflation has been high for nearly four years and has not responded to the policies of the Reserve Bank of India or the central government. This is because the kind of inflation that we have is of an unusual variety and cannot be checked by conventional means.

Long-term motor insurance might just work

By Deepak Yohannan
August 21, 2014

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

A large number of two-wheelers on Indian roads are uninsured. This is not due to high annual premiums, but because the perceived benefits of taking an insurance policy are just not apparent.

A call to action to galvanize momentum around maternal, child health in India

By Girindre Beeharry
August 18, 2014

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

The last decade has witnessed one of the most sincere, dedicated and coordinated efforts toward addressing global development and healthcare challenges. National and international policymakers, development partners and researchers have come together to work toward a common vision of a better and healthier world.

India Markets Weekahead: ‎Tough for the Nifty to break out of its range

By Ambareesh Baliga
August 17, 2014

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

The Nifty continued its upward trajectory to close at a two-week high of 7,792 in a holiday-truncated week. However, this optimism was not reflected in the broader market, especially the mid caps and small caps.

India Markets Weekahead: Quality stocks to stand out in next rally

By Ambareesh Baliga
August 3, 2014

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

Reality finally dawned on the markets and we saw a sharp correction in the last two trading sessions. The Nifty closed at a two-week low of 7603, down 2.41 percent for the week.

Afghanistan a building block for China-India ties

By Raffaello Pantucci
July 30, 2014

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

The appointment of a former ambassador to Kabul and New Delhi by China to the role of Special Envoy for Afghanistan highlights China’s thinking of what it can do in Afghanistan.