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Fiscal picture is better than it seems; "achche din" may begin from end of 2015

Apr 17, 2015

Fiscal picture is better than it seems; "achche din" may begin from end of 2015

When states are going to corner two-thirds of tax revenues, it makes little sense to focus only on the Centre's fiscal deficit. The combined picture is looking better than that of only the centre, though the pay commission could be a spoiler. #Economy #ConnectTheDots #fiscal deficit #14th Finance Commission #investment cycle #Seventh Pay Commission #Consumption Cycle
Jaitley pitches for low taxes, taxpayers as 'partners not hostages'

Apr 17, 2015

Jaitley pitches for low taxes, taxpayers as 'partners not hostages'

The finance minister, who is in Washington to participate in the meetings of IMF and World Bank, exuded confidence that Parliament would pass the necessary constitutional amendment bill for GST in the next three weeks. #Economy #IMF #World Bank #TheySaidIt #Arun Jaitley #GST #Alternative Investment Funds #Asean
Moody's, IMF and now S&P: Is the world turning pessimistic about India growth story?

Apr 17, 2015

Moody's, IMF and now S&P: Is the world turning pessimistic about India growth story?

Correcting the course would only do well for the Modi government. If it refuses to do so, it faces a trust deficit in front of investors #S&P #GDP #IMF #Narendra Modi #Moody's #Rating agencies #Land Bill #NDA #India Growth Story #investment activity
Modi in Canada: What 'atmosphere of trust' in India is the PM talking about?

Apr 17, 2015

Modi in Canada: What 'atmosphere of trust' in India is the PM talking about?

Speaking in Toronto on Thursday, the Prime Minister also made an interesting claim - that there is a new atmosphere of trust on our nation. #HowThisWorks #India #Narendra Modi #Investment #Shiv Sena #minorities #Saamna
Brocade invests $300 mn to capture new IP-based market in India

Apr 16, 2015

Brocade invests $300 mn to capture new IP-based market in India

Brocade will invest $300 million in India over the next five years. The company is making new investments in India to build facilities here as an additional base to support Brocades new IP innovations. #Investment #smart cities #Data centre #Digital India #Brocade #Ethernet Fabric #Cloud Service Providers #new IP

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Shadow banking threatens Shanghaied Chinese markets

Jun 24, 2013

Shadow banking threatens Shanghaied Chinese markets

Shadow Banking in China is dominated by trusts that are loosely regulated finance companies that cannot raise deposits. #Investing #Sensex #nifty #Shanghai Composite #MarketWatch #Shadow Banking
P Chidambaram, Narendra Modi are Sensex 40,000 PMs

Apr 26, 2013

P Chidambaram, Narendra Modi are Sensex 40,000 PMs

The FM has been doing the right things in the last six months by taking tough decisions on subsidies, FDI, government spending and deficits, while Modi is seen as an out and out capitalist. #Investing #Sensex #Narendra Modi #InMyOpinion #Industry #markets #Chidambaram #investors