I have overall been a supporter of Raghuram Rajan since the time he was appointed as RBI governor. My view has always been that we need someone who understands economics well and can look into the future to formulate policies as RBI governor instead of ex Bureaucrats that we have traditionally got. RBI’s thinking and […]
Read MoreMY ARTICLE IN THE HINDU BUSINESS LINE TODAY Stocks markets worldwide have been on a runaway up move for the last several months. We have seen some intermittent corrections, but those have been shallow and of a very short duration. Although I am quite bullish on the markets over the Long Term the near term picture […]
Read MoreIn recent days we have seen the Competition Commission of India (CCI) either starting investigation or imposing fines on companies in several industries with respect to potentially cartelization. We have seen fines impose on Cement and Auto Companies along with some Real Estate companies. However much more needs to be done. The issue of inflation […]
Read MoreThe Bull Market in developed markets like the US, Germany and UK have been now on for the last 5 years. Most developed markets have doubled or more from the bottoms of 2009. However in the case of most Emerging Markets we have seen turbulent periods over the entire 2009 to 2013 period where we […]
Read MoreUnlike most other policy actions of the government the entire process of disinvestment as being reported in the media has similarities to the Destructive Disinvestment of UPA Government. In recent days we have read about proposed disinvestments in ONGC, SAIL and Coal India. Initially when the entire disinvestment programme was launched in a bigger manner […]
Read MoreWell the Union Budget has come and is through now. I will not write in details as every news channel and every business paper tomorrow will be full of analysis. I will just do a brief macro commentary on how I see the Budget. Firstly I do believe that the Budget is growth supportive and […]
Read MoreThere has been lot of hype around the EL Nino and the likely shortfall in rainfall in India this year. In my previous article I had pointed out that the two major indicators that impact monsoon rains in India i.e. Southern Oscillation Index (SOI) and Indian Ocean Dipole (IOD) had turned neutral to positive for […]
Read MoreFulfillment and Contentment are the key This is the second and concluding part of my articles on attaining happiness in life. Let’s get the basics clear first You need to be happy today. There is no tomorrow. As they say, how do you know that you will even be alive tomorrow or might not be facing […]
Read MoreIraq, Monsoons, Modi warning on hard decisions and beyond The Modi Euphoria has given way to Iraq concerns over the last few days even as most strategists have turned positive on India and have upgraded their long term outlook for the Indian markets. This issue has also been impacted by the predictions of a below […]
Read MoreTHE ANTITHESIS TRAITS The purpose of human life in totality is nothing but a pursuit of happiness. What construes happiness is different for different people and unlike wealth, power or position it cannot be measured. In the current environment where we live happiness in an external sense is generally measured in terms of the money, […]
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