What are the economic challenges that Modi must address urgently The victory of the BJP and the NDA has not only been emphatic it has been largely decisive too. While India has maintained above 7% growth in the five years of the Modi government, it gets Read more [...]

Why stock markets are so excited about Modi 2.0 A market skeptic asked me after the results; why are markets so excited about Modi? He had a point. During the last 5 years, the Nifty gave an average return of around 9.5%, which is lower than the 11.5% Read more [...]

Opposition needs to learn some key lessons from the elections As much as the victory of the NDA in general and the BJP in particular was emphatic, it also left some very critical lessons for the opposition. How they read the lessons will determine their Read more [...]

With the new government likely to take oath on May 30th, the government is moving on a war footing on encouraging foreign investors. In this regard, SEBI has mooted major changes in rules governing foreign portfolio investors (FPIs) to encourage FPI inflows. Read more [...]

With election euphoria gone and the shorts mostly covered, the F&O week could be relatively uneventful. The next trigger will be announcements by the government post the formation of the government on 30th Global cues will be critical and Friday Read more [...]

News Announcement Impact Analysis NDA scores a decisive victory in the national elections With 303 seats for the BJP and over 350 seats for the NDA, it was truly an election which was Modi all the way The NDA not only dominated the Read more [...]

Oil prices came under severe attack on Thursday. Brent Crude cracked by 5.16% to $67.33/bbl on higher US stockpiles and trade worries. In fact, the US WTI was at its lowest level since March. Crude has lost more than 10% from its recent peak of $75.6/bbl. Read more [...]

The trade war is not ending any time soon; at least that is the impression President Xi Jinping of China gave when he asked the Chinese to prepare for tough times.  In a clear indication that the trade talks were heading nowhere, Xi Jinping has conceded Read more [...]