Our Blog

Share On:

Improved government finances, reduced subsidies, financial sector reforms as well as restructuring of segments like State Electricity Boards, Railways, Defence procurement etc is likely to provide a strong long term impetus to economic growth. Government not passing the full reduction in petroleum prices, reducing subsidies and increasing some subsidies are long term positives.

Read More
Share On:

Overall, a recovery of the economy is well on the way. The list I have covered may not be exhaustive but it clearly shows a pick up in growth. Inflationary pressures are subdued and should also lead the Reserve Bank of India (RBI) to cut rates, going forward. Recovery is picking up and is all set to gain steam in the following months.

Read More
Share On:

“I believe that the worst for the Indian markets and the Indian economy are behind us now. We should see a strong market performance in the second half of this year despite the FED rate hike.Any short term sell off is unlikely to sustain. “

Read More
Share On:

As we enter into the 11th month of the new government, the initial feeling of Euphoria is giving way to some despondency and a feeling that nothing much has changed and there is no move forward. While it is true that there are elements of policy as well as implementation that could have moved faster the fact is also that a lot has been done and the impact of the same will be seen on the ground over the next 3-6 months.

Read More