EMerging Equity
Modi
India’s Modi Can Lead South Asia’s Regional And Global Integration
By Sourabh Gupta India’s domestic and international economic choices have not always been the wisest. At independence, India was determined to transcend the distorted pattern of economic integration with the world that two centuries of exploitative colonialism had engendered. But in the process, it ended up effectively locking itself out of global trade and investment … Continue reading
India’s “Global Power” Aspiration: Technology Is India’s Achilles Heel
Originally posted on Srinivas Duvvuri's Blog:
Yes I said “Global Power” & not “Super-Power” as the terminology seems to go! So I was having this discussion with a friend from Afghanistan. When I said that “as India’s might grows, her patience with Pakistan diminishes” & that we seek Afghan support, my feisty Afghan friend pointed…
BofAML Is Positive On Indian Equity Market Over 6 To 9 Months
Thanks to weak earnings, Indian equity markets will give a flat to slightly negative return near term, but over the next 6 to 9 months, BofAML analysts remain positive. Anand Kumar and team at Bank of America Merrill Lynch in their May 20, 2015 research report titled: “Year II: How to position” anticipate banks will … Continue reading
India v. China: Border Games – How Deep Modi Is Willing To Follow The US Down The China Containment Rabbit Hole? – OpEd
By Peter Lee India is now the belle of the ball, as most of the world and Asian regional powers make pilgrimages to New Delhi to flatter and flirt with India’s dynamic Prime Minister, Narendra Modi. Modi and India come with a certain amount of unpleasant baggage, which their suitors do their best to ignore. … Continue reading
State of the Economy – Roadmap for Indian Economy in 2015
State of the Economy – Roadmap for Indian Economy in 2015 Originally published on Jan 2, 2015 Guests: Surjit Bhalla (Chairman, Oxus Investments) ; Subir Gokarn (Director, Research, Brookings India) Courtesy of RSTV; Source: YouTube ETFs: EPI, INDY, INDA, SCIF
A New India Is Rising
By Rajiv Kumar India had a landmark year in 2014. A new political, cultural and economic reality is emerging. The trend of political fragmentation that started with the general election in 1989 and saw a succession of coalition governments over the next 25 years has been decisively reversed. The Bharatiya Janata Party (BJP) swept to … Continue reading
Modi, Putin, And The World Order (Part II)
By Melkulangara Bhadrakumar The follow up to “Modi, Putin, And The World Order (Part I)“ US President Barack Obama is visiting India as the chief guest at the Republic Day celebrations in New Delhi on January 26. This is the first time that India has extended such an invitation to an American president and it happened … Continue reading
Modi, Putin, And The World Order (Part I)
By Melkulangara Bhadrakumar A handful of people in Delhi would know that Prime Minister Narendra Modi had a secret plan to take the Chinese President Xi Jinping who visited India in September to see his native town of Vadnagar in Gujarat, an ancient settlement with a history that goes back to 2500 B.C. This idea … Continue reading
Going Nuclear: Russia And India Agree To Build 12 Nuclear Power Reactors By 2035
Russia and India are ramping up energy ties and will construct at least 12 new nuclear reactors by 2035. Two will be completed by 2016 at the Kudankulam Nuclear Power Plant, Russian state-owned power company Rosatom confirmed Thursday. “This morning a general framework agreement was signed on the construction and equipment delivery for the third … Continue reading
Modi’s Remarks At The Flagging Off Of The First Train From Mendipathar, Meghalaya to Guwahati
By India Prime Minister’s Office The Prime Minister, Shri Narendra Modi, has underlined the Government`s resolve to accord priority to the development of the North-East. He was speaking at the flagging-off of the first train from Mendipathar, Meghalaya to Guwahati by remote, and unveiling the plaque for a new rail line from Bhairabi to Sairang, … Continue reading
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