Expert Zone

India Markets Weekahead: Parliament session holds the key

By Ambareesh Baliga
July 26, 2015

The Indian parliament building is pictured behind marigold flowers in New Delhi (Any opinions expressed here are those of the author and not of Thomson Reuters)

How AAP won a record mandate, and how BJP lost the plot

By Praveen Rai
February 10, 2015

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

If AAP comes to power in Delhi

By Aviral Gupta
February 9, 2015

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

Why opinion polls are bad for elections

By Praveen Rai
February 6, 2015

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

India in 2014: A dream run for markets

By Ambareesh Baliga
December 22, 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: Wait for post-budget opportunities

By Ambareesh Baliga
June 29, 2014

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

Markets were fairly volatile last week, reacting to tough measures taken by the Narendra Modi government to get India’s economy back on track amid worries over monsoon rains and the situation in Iraq.
cfcd208495d565ef66e7dff9f98764da.jpgLong-term investors hailed the hike in railway freight and passenger fares as a step in the right direction to bring down indirect subsidies. However, the government rolled back the hikes on suburban fares to a large extent due to political considerations.

Nehru’s last stand?

By Shashi Tharoor
June 17, 2014

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

The primacy of good governance for Modi

June 2, 2014

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

At his second cabinet meeting, Prime Minister Narendra Modi unveiled a 10-point programme that set out a comprehensive agenda for his ministers. The agenda is a good cocktail of short-term needs and long-term objectives.

Markets Weekahead: A decisive mandate for equities

By Ambareesh Baliga
May 18, 2014

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

Not even exit polls could have predicted the landslide election victory that ‎has put the BJP’s Narendra Modi in the driver’s seat for India.