The outlook on the monsoons does not appear to be too bright this year with SKYMET projecting a bad June with very little rainfall across India. In fact, private sector SKYMET was the first to warn about below average rainfall in India this year, which Read more [...]

Nifty at 12,000 and Sensex at 40,000 are likely to be very important psychological levels and it will require a mix of domestic reforms and helpful global environment to be able to breach these levels decisively. The next big trigger will be the Read more [...]

With each passing day, the trade deal appears to be looking more and more elusive. Donald Trump has confirmed that the US may not be keen to cut a trade deal with China. Speaking during his state visit to Japan, Trump suggested that the US may not be Read more [...]

Despite being at new highs, the indices have been struggling to break the psychological and that may depend on the first session of the Look Sabha starting early next month. Budget is expected a little later. The global markets on Tuesday were Read more [...]

The beleaguered sugar industry suffering from a glut of supply may have something to smile about. The high margin ethanol business has bailed out the sugar industry for the latest fiscal. With the sugar industry again seeing record output in the last Read more [...]

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 [...]