Expert Zone

India Markets Weekahead: Time to cherry pick as markets react to Bihar

By Ambareesh Baliga
November 8, 2015

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

The election result in Bihar would influence investors in the coming week. Voters have given a clear mandate to the “Mahagathbandhan” partnership of the Janata Dal (United), Rashtriya Janata Dal and Congress against Prime Minister Narendra Modi’s National Democratic Alliance. Market expectations of Modi’s alliance winning in Bihar were tapering over the last few days and exit polls also pointed towards a tightly fought election — but a rout had not been expected. A gap down opening on Monday is foretold.

Bihar election: The beginning of the decline of ‘Modi wave’?

By Praveen Rai
October 28, 2015

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

Prime Minister Narendra Modi addresses an election campaign rally in Banka, in Bihar October 2, 2015. REUTERS/Stringer       The 2014 general election was termed a “wave election”, a political phenomenon in which a particular party is able to mobilise voters on important issues and win a substantial number of seats. The Narendra Modi-led BJP rode the wave and won on a promise to replicate the Gujarat model of good governance and development for the entire country.

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)

The Modi view on security issues

By C. Uday Bhaskar
May 7, 2014

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

A Sadhu or a Hindu holyman wears a badge with an image of Hindu nationalist Narendra Modi, prime ministerial candidate for India's main opposition Bharatiya Janata Party (BJP), outside an ashram in Ayodhya, Uttar Pradesh May 6, 2014. REUTERS/Anindito MukherjeeResults of the five-week general election will be announced on May 16, with the Bharatiya Janata Party (BJP) led by Narendra Modi favoured to win.

Steps the next government should take

April 8, 2014

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

India’s economy is tottering, inflation is too high and growth too low. The Congress-led UPA government allowed the economy to drift during its second term. Why? Because it did not focus on real issues, failed to govern effectively and did not carry out any significant reforms.

India Market Weekahead: Ride the election rally with some caution

By Ambareesh Baliga
April 6, 2014

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

The Nifty touched a high of 6758 during the week, part of a market rally for 10 consecutive sessions – the longest streak in five years.‎ An overdue correction set in towards the end of the week with the Nifty ending flat at 6694.

India’s democratic pageant

By Shashi Tharoor
March 14, 2014

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