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 week ago
'Lenders can drive M&A by acting against over-leveraged companies' - Business Standard India, 1 week 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, 4 weeks ago
Neelkanth Mishra After a 12 month-long honeymoon with the Narendra Modi-government, foreign investors now appear to be losing patience as a revival in corporate earnings is taking longer than expected. Neelkanth Mishra , India Equity Strategist, ...Business Standard India, 2 months ago
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