Rajan's Feed
Apr 4, 2011
via Expert Zone

What Mumbai needs to learn from New Delhi


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

Last week, it was after almost two years that I took an afternoon flight from New Delhi and was back home in the city I love.

Mar 3, 2011
via Expert Zone

Budget 2011: Good news for mutual fund industry?

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

When it comes to the mutual fund industry, the 2011-12 budget has good news and not so bad news.

Mar 2, 2011
via Expert Zone

Budget assumptions to get severely tested

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

Every evening when I leave Bandra Kurla Complex (BKC), the plush new financial district of Mumbai, which incidentally in a very symbolic manner is surrounded by slums on one side and a swamp on the other, I am quickly reintroduced to the harsh reality of Mumbai at BKC’s exit traffic signals.

Feb 16, 2011
via Expert Zone

Budget 2011: Need to focus on fiscal reform

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

Let’s begin with what could be seen as the most crucial drivers of our economic fortunes in fiscal 2012 and topping the list by far is inflation, followed by the combination of fiscal and current account deficits and finally the need to maintain the pace of growth.

Dec 25, 2010
via Expert Zone

Outlook 2011: Best in markets yet to come

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

2010 has been a macro economist’s delight with both the market and the economy pulling in all directions.

Oct 20, 2010
via Expert Zone

Managing inflows and solving the infra problem

(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)

By Rajan Ghotgalkar

Nothing makes for a hotter economic discussion than the FII flows into Asian markets.