Expert Zone

How high will the Sensex go?

July 28, 2014

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

National agenda to bring $100 billion of domestic household savings in capital markets in next five years

July 9, 2014

(Rajiv Deep Bajaj is the Vice Chairman and Managing Director of Bajaj Capital Ltd. The views expressed in this column are his own and do not represent those of Thomson Reuters)

India’s Iraq problem

By Jaswant Singh
July 7, 2014

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

Higher tax revenue from higher growth

June 24, 2014

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

The 2013-14 budget got completely out of hand because of a whopping shortfall in tax revenue. Development outlays had to be drastically cut to manage the fiscal deficit.

Nehru’s last stand?

By Shashi Tharoor
June 17, 2014

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

Election 2014: Imbalanced participation of women

By Praveen Rai
June 13, 2014

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

The marginalization of women in electoral politics is deeply embedded in the party system and the imbalanced gender power relations in the main political dispensations in India. They continue to be discriminated against not only in terms of seat allotments to contest elections but also within the rank and file of major political parties.

How to get India on the highway to high growth

June 11, 2014

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

The president’s address to parliament this week lays out the new government’s roadmap to get India’s economy back to high growth. That will take time and is not easy either.

Indian markets: Earnings in focus, better to stick to fundamentals

By Mukesh Agarwal
June 2, 2014

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

It’s reasonable to ask whether the Indian stock market has lost steam after the blistering run-up seen over the past couple of months. Since August, the markets have rallied about 40 percent, with many stocks in high-beta sectors such as infrastructure generating a return of more than 100 percent. At a one-year forward price-to-earnings (P/E) multiple of 15x, the Nifty isn’t exactly cheap for retail investors right now.

Food prices matter: here’s why

By Paul Donovan
May 23, 2014

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

The rupee at a crossroads

May 19, 2014

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

The rupee was tossed around quite a bit in the last 10 months. It dropped to a low of nearly 69 to the dollar, creating an economic crisis, before it recovered and is now at 59-60. The threat is not that it may drop once again, but that it may appreciate further and upset the economy in other ways.