Special Report
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Manis Thanawala: Importers Must Not Expect Rupee Appreciation in 2014
Don’t expect much rupee appreciation as India nears elections
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Dhawal Dalal: Focus on Higher Maturity Fixed Income Funds
Focus on quality, easily redeemable funds with a horizon of six to nine months
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Rajeev Radhakrishnan: Inflation And Fiscal Deficit Will Determine Interest Rates
The trajectory of consumer price inflation and fiscal deficit numbers impacting the demand-supply equation for G-secs would be key determinants of rates over the coming year
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Joe Verghese: Affordable Real Estate is the Key
There is growth and demand, but only at the right price
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Bikram Sen: Residential Investments in Small Towns are Safer
Easy permits, low-frills and latent demand make them lucrative investment targets
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What to Expect from Equity Markets in 2014
An expert panel of fund managers gives its take on what to expect from the markets in 2014
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TCS vs Infosys: How the IT Big Guns Will Fare
In the battle between India’s two big IT firms, TCS’s recent wins give it an edge over Infosys, whose turnaround is still a work in progress
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S Naren: Industrial Growth Must Not Stay Subdued
2014 elections will be key as the markets cannot afford a government that is not pro-growth
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Kenneth Andrade: Looking Beyond Currency Plays
A depreciating currency can give a competitive edge but, in isolation, it will not lead to the fortunes or misfortunes of a company
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Modi as PM Will Push Sensex Up Even More
One thing’s for sure: A BJP victory will, at the least, change the negativity now floating like smog above the Indian economy
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Rajiv Shastri: Containing Subsidies Will Be a Must
While there are many causes for India’s current dismal economic state, the largest negative contributor is the manner in which its recent fiscal policy has evolved