Rajan's Feed
Jun 17, 2012
via Expert Zone

Time to think beyond monetary policy rates?

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

Irrespective of the RBI monetary policy review and its outcome, the fact that policy rates have assumed such obsessive focus needs closer scrutiny.

Jun 11, 2012
via Expert Zone

Is there ‘public interest’ in deferring pension bill?

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

The pension bill, first introduced in 2005, got booted out yet again; only this time in ‘public interest’.

Jun 5, 2012
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How do we explain India’s economic woes?

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

Our GDP growth rates have slid consistently quarter on quarter from 8.5 to 5.3 pct. Surely this is in keeping with a glaring trend. Therefore, this sudden surge of emotions and panic after wallowing in so such mass self-deception is surprising to say the least.

May 9, 2012
via Expert Zone

GAAR: Irrational tax laws or misplaced arrogance?

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

The congratulatory press clippings proclaiming the ‘rollback’ of measures in Finance Bill 2012 have suddenly cleared the air and even the stock market cheered on Monday.

Aug 22, 2011
via Expert Zone

With markets falling, it’s a good time to invest

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

The Sensex tested the 16,000 mark last week after 15 months.

I believe the following three quotes which made headlines on different days, tell us a lot when we put them together.

Aug 18, 2011
via Expert Zone

It’s time India reposes faith in itself

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(Rajan Ghotgalkar is Managing Director of Principal Pnb Asset Management Company. The views expressed in this column are his own and do not represent those of either Principal Pnb or Reuters)

The one thing common across Asian tiger economies, including China, is that all of them have had to give up political liberties to achieve economic freedom. The situation in India is just the opposite.

Aug 8, 2011
via Expert Zone

Impact of U.S. debt downgrade

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

Standard & Poor’s has cut the U.S. triple-A rating down to AA+ which if one is to go by the technical meaning, says the U.S. is no longer as reliable as it was last week when it comes to repaying its debts.

Jun 15, 2011
via Expert Zone

Where is the Indian stock market heading?

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

The BSE Sensex has left us guessing about where it is headed. It’s not an easy task considering it had touched 20,509 in Jan 2010 and peaked at 21,207 in Jan 2008.

May 18, 2011
via Expert Zone

What ails the UK and western economies

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

The industrial revolution which missed India eventually resulted in this once developed and rich country being placed on the receiving end of a ruthless colonial enterprise.

Apr 11, 2011
via Expert Zone

What to expect from earnings season?

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

The markets seem to be meandering in search of a push to move on in some direction.