If there's one thing that can have a transformational impact on the country, it is infrastructure. But given the broken balance sheet and the limited fiscal room, the government has to kick off investment. The need of the hour is innovative ... Smart Investor, 1 month ago
'Lenders can drive M&A by acting against over-leveraged companies' - Business Standard India, 1 month ago
Morgan Stanley has made it a habit not to go with the consensus view. Its research team chose not to upgrade India even as other foreign brokerages were Modi-fying their view. Morgan Stanley upgraded India last month in the midst of a market ...Smart Investor, 1 month ago
After a 12-month honeymoon with the Narendra Modi-government at the Centre, foreign investors appear to be losing patience, as a revival in corporate earnings is taking longer than expected. Neelkanth Mishra (bottom, left), India Equity Strategist, Credit Suisse, explains to Malini Bhupta why they are finding it tough to figure out whether the Indian economy is picking up steam or slowing. Excerpts: India was the best performing market in 2014-15, after the new government took charge in May ...Rediff.com, 2 months ago
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