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Fuelled by reforms, India’s GDP is expected to grow at over 7% per year over the next three years, making it the fastest growing large emerging economy in the world, overtaking China.   India’s new business friendly government, led by Prime Minister Narendra Modi, is implementing a comprehensive reform program that will remove the barriers to growth, support massive infrastructural development, improve the legal, tax…
The launch of Shanghai-Hong Kong Connect in November 2014 has opened up the inaccessible mainland Chinese equity market to foreign investors.  The landmark initiative allows investors in Hong Kong to trade and settle shares listed in mainland China, and investors in mainland China to trade and settle shares in the Hong Kong market through the exchange and clearing house in their respective home market. Shanghai-Hong…
The US dollar currently dominates the global financial system but the RMB is rapidly becoming an international reserve currency. Already the world’s largest trading country; nearly 20% of China’s foreign trade is now settled in RMB versus just 3% in 2010. However, this is still low compared with ~50–60% of Eurozone external trade settled in euros, and 30–40% in yen for Japanese trade. The Hong…
Growth of China's USD 10.3 trillion dollar economy will continue to moderate and rebalance towards more domestic consumption drivers. We expect the government to provide selective monetary easing (similar to the recent cut in interest rates and RRR) and targeted stimulus, which will help "Old China" businesses.1 Chinese consumption moves online and evolves to more experiences as well as either value-oriented quality or unique luxury.…
Several macroeconomic factors have aligned perfectly to ensure that India's leading stock market, one of the best-performing markets in the world in the past year, appears poised to continue growing strongly. "The prospects for India's stock market are very good, especially for the long-term investor," says Mark Mobius, executive chairman of Toronto-based Franklin Templeton Investments Corp.'s emerging-markets group in Singapore. In 2014, India's bellwether S&P…
Telecom Spectrum Auction Sale starting 4 March 15 - To yield over Rs 1 Trn revenues to GOI? January 2015 Wholesale Price Index drops to a low of 0.39% Year on Year Infosys acquires Panaya Inc for an enterprise value of US $ 200 Mln PM Modi's "Make in India " campaign gets another boost -  Hindujas, Britain's wealthiest Non Resident Indians (NRIs), plan to invest…
Despite a 11% YoY contraction in exports and a marginal pick-up in gold imports, the Jan trade deficit narrowed to a 16th month low of US$8.3bn. This was primarily due to a 37% contraction in oil imports. Going forward, given the Apr-Jan deficit of US$118.3bn and benign commodity view, we maintain our view of CAD narrowing to 1.2% and 0.2% of GDP in FY15 and…
GE's multi modal state of the art manufacturing facility boosts PM NaMo's "Make in India" campaign Latest Wealth Gainers: Pharma Tycoon, Dilip Shanghvi, heads the list for this last one year Coal Block Auctions: Great Start & best method for pricing our country's resources The inauguration of General Electric (GE) one of the US's largest MNCs, first state of the art multimodal plant at Chakan,…
Major revamp at the 12 major ports to cost Rs 500 Bln & include a smart city - Union Surface Transport Minister, Nitin Gadkari Union Budget FY 2016: Job Creation - A few thoughts No of Japanese Cos in India increase to 1209 from 1072, Up 13% in one year 1) Major Ports Revamp: Union Minister, Nitin Gadkari's plans The government is working on an…
NITI (National Institute for Transforming India) Aayog kicks off! National Waterways to play a greater role for Transport & Tourism India a US $2.1 Trillion economy: GDP Numbers Revised Upwards as per New Series (*India’s Central Statistical Organization) NITI Aayog, the "new" organization which replaced the over 65 year old "socialist" planning commission, kicked off with Prime Minister NaMo, Chairperson of the Aayog; meeting with…
The Aam Aadmi Party (AAP) of State of Delhi, led by Arvind Kejriwal, has redefined the words “absolute majority” by winning 67 of Delhi's 70 seats. This marks a turning point in India’s future as its population is sending a clear message to its leaders that they want an honest, clean government that is focused on economic development. Mr. Kejriwal takes over as Delhi’s Chief…
Union Finance Minister, Arun Jaitley, reiterates GOI's fiscal prudence and pro growth business friendly approach India's Business Confidence Index Rises 4.1% in Dec 14 1) Asian Development Bank President, Takehiko Nakao, on his current visit to India, the second in 6 months, commended India for opening up He said the Narendra Modi government is delivering on the Prime Minister's promise to turn red tape into…

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