Make in India for jobs and growth – Can Modi deliver the promise? “More than anytime in history, mankind faces crossroads. One path leads to despair and utter hopelessness, the other to total destruction. Let us pray that we have the wisdom to choose correctly” – Woody AllenThe US subprime fiasco has forced US and […]
Time to Revisit The Indian economy is booming, stock markets are buoyant, homegrown entrepreneurs are spreading their wings, exports are growing, and consumerism is rising. In this scenario, it is definitely worth revisiting the issue of full Capital Account Convertibility (CAC). Most likely, CAC would improve the business environment, giving Indian industry access to lost-cost capital and the economy more options for […]
Sugar – Can it help to somewhat relieve India’s energy security concerns India spends close to $30 bn yearly in importing crude oil, which amounts roughly to 30 percent of its total annual imports. With crude prices having doubled over the past two years and presently hovering at around $70 per barrel, a sustained rally […]
India’s baby boomer generation has grown up and unlike their parents who experienced guilt pangs every time they spent money, this generation has no such qualms and believes in living it up. One can attribute this largely to the fact that today’s consuming class has not only grown up in the post liberalization era but […]
AGRICULTURE, The Next Big Opportunity Despite India’s dominent position as a producer in word agriculture, India has a Meager 1.5% share of global agritrade.This is because both, productivity levels(yields) as well as the level of food processing in India,continues to languish below that of comparable geographies. Thus,the potential for growth in this sectior is huge […]
Infrastructure: an India priority Intro: India’s infrastructure spend at 3.5% of GDP is not only much lower than China’s spend at ~11% of GDP but needs to go up to at least 4% of GDP by FY12 if current growth rates are to be sustained. This would require an investment of over Rs12,265 bn across […]
Media & Entertainment: The sunrise sector It’s truly the dawn of a new era of entertainment. For the Indian consumer it is a time of multiple choices as he can choose from a bouquet of over 300 channels on TV, several FM stations on radio and has a choice of 3-5 movies at multiplexes. For […]
A tale of Indian equities – still a long way to go “The long-term case for investing in India is a no-brainer. India’s many attractions have been well chronicled, but they can’t be emphasized enough: a tradition of democracy, respect for the rule of law and widespread fluency in English. These qualities are not easy […]
