INDIAN POLITICS

ABC report on allegations against India could have damaged bilateral partnership: Ex-Australian High Commissioner to India

Former Australian High Commissioner to India Barry O’Farrell criticized the recent Australian Broadcasting Corporation report alleging Indian 'interference' in Australian politics. The report claimed that the Sikh diaspora in India was 'coerced' by Indian authorities and mentioned the case of Hardeep Singh Nijjar. O’Farrell expressed concern that the report could have damaged the India-Australia relationship.

Opposition can learn from Naveen Patnaik’s bipartisan ways

Despite facing electoral defeat, Winston Churchill, Atal Bihari Vajpayee, and now Patnaik have emerged as national heroes with enduring legacies because they chose to put national interest before political advantage

Andhra: PM Modi shares warm moment with Pawan Kalyan, Chiranjeevi; Ram Charan gets emotional

Rupee at the mercy of politics? What’s the fate of the rupee?

The recent volatility in Indian markets and the rupee reflects a shift in the political landscape, with Narendra Modi's BJP failing to secure a majority. Despite forming the coalition government, its fortunes — and that of the Nifty and the rupee — will remain dependent on the allies.

See policy continuity even with coalition government: Gokul Laroia, CEO, Morgan Stanley Asia

Morgan Stanley's Asia CEO Gokul Laroia discussed Indian elections, markets, and risks with Nishanth Vasudevan before an investor conference.

How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav

We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.

PM Modi equals record feat of 3rd straight term as challenges await

Prime Minister Narendra Modi took the oath of office for a third straight term, making history as the first non-Congress leader to achieve this feat. His BJP party's third-best tally of 240 seats is seen as a disappointment despite the victory. The National Democratic Alliance, led by Modi, won 293 seats, the biggest success for any pre-poll alliance without a single party majority. Modi's political journey from Gujarat chief minister to the helm of Indian politics has been marked by a mix of Hindutva and development, reshaping the political landscape.

Indian exports: How Modi 3.0 can navigate the protectionist tides in advanced economies like US and EU

India has transitioned from a decade of single-party rule to a new era of coalition politics, causing concern among stock market investors about potential slowdowns in economic reforms. Rising protectionist measures from advanced economies like the US and EU pose challenges for Indian exporters, with stringent regulations on products ranging from chemicals to food items. The impact of these barriers could disproportionately restrict India's economic objectives and competitiveness, particularly in key sectors like textiles and apparel.

Centre to re-examine NEET-UG results amid concerns raised by students, Opposition

​Saturday's announcement comes amid uproar from students and the country's political opposition alleging irregularities in the evaluation process. Pradeep Kumar Joshi, the NTA's Chairperson received a letter from the Indian Medical Association requesting a re-examination "to ensure a fair and transparent evaluation process for all the students." The IMA also demanded a Central Bureau of Investigation (CBI) inquiry into the alleged irregularities.

Modi premium for Indian stocks gets a hard look after elections

With the leader now navigating coalition politics after a weaker-than-expected mandate in this week’s national election, the so-called Modi premium is under scrutiny. Investors are looking for proof that Modi can continue his reforms with the same vigor, while balancing the demands of alliance partners and avoiding populist measures to regain public support.

"We are ready to eat humble pie": Prashant Kishor reflects on misjudged 2024 LS election forecast

Election strategist Prashant Kishor acknowledged mistakes in his 2024 Lok Sabha election predictions, admitting the BJP won fewer seats than anticipated. Kishor, who forecasted the BJP would secure around 300 seats, saw the party win 240 seats. Despite the inaccuracies, he highlighted the BJP's continued stronghold in Indian politics and announced he would avoid future numerical predictions. Kishor also noted that rural distress and unemployment remain significant issues.

India rate decision rounds off wild week

India's interest rate decision and Chinese trade figures are key events for Asian investors on Friday amid global political volatility and stock market highs.

Lok Sabha Results: Coalition govt is back. Will policy paralysis too strike again?

Over the past decade, Narendra Modi has propelled India's economy to become one of the fastest-growing globally, positioning it to soon rank as the world's third-largest. His emphasis on reforms and dynamic policies, exemplified by initiatives like Make in India, has bolstered manufacturing and infrastructure growth. However, the recent Lok Sabha election results, leading to a coalition government, raise concerns about potential challenges and policy paralysis ahead. Expert analyses suggest that while coalition governments have historically been effective in driving economic growth, they have struggled to control inflation.

ETMarkets Smart Talk: There will be political stability; healthcare could turn out to be the dark horse in FY25: Aditya Khemka

Global investors haven't got much choice but to remain invested in India and perhaps increase allocations despite the political uncertainty.

Expect market to consolidate for some time: Vikas Khemani

​So, I guess the frothy valuation stocks will come down, corrections will happen. Markets might consolidate for some time and to some extent it is healthy. Also, probably we will have a strong opposition so we will have to see what kind of reforms government is able to carry out in further.

Political, market volatility spice markets up

Investor sentiment is fragile in Asian markets amid concerns over U.S. and global economic growth. Indian assets have been volatile due to the country's general election result.

Amit Shah: BJP's key strategist who rose to become one of the most influential figures in Indian politics

Amit Shah's strategic acumen and BJP's electoral outcomes, including the need for NDA allies, were key in the Lok Sabha polls. His influence on party growth and governance has been significant.

Exit Polls Result 2024: Why are Indian elections in states and Lok Sabha becoming one-sided?

The 2024 Lok Sabha elections seem poised for another one-sided contest, as per exit polls. Predictions favor the BJP-led NDA, projecting significant gains in the South and East while maintaining dominance in the North. This trend mirrors recent state assembly results, where the BJP and SKM scored landslide victories in Arunachal Pradesh and Sikkim, respectively.

'Deeply humbled' by voters who turned up at polling stations: EC after last phase of LS polls

The Election Commission expressed gratitude to voters for participating in the Lok Sabha elections, emphasizing the importance of Indian democracy and voters' rights.

Investors must take Rajan’s promise, not Pitroda's threat

Investors are anxious about the potential impact of the ongoing general elections on economic policies. The possibility of the INDIA alliance, led by the Congress Party, coming to power has raised fears of a significant policy shift, particularly following suggestions of introducing an inheritance tax. However, it's important for investors to differentiate between exaggerated concerns and actual risks.

Indian weapons falling into wrong hands? Defence Ministry tightens monitoring

The defence ministry is enhancing monitoring of defence equipment production and requiring companies to adhere to end-user certification rules for exports. The sector has seen a surge in arms and weapons production, particularly in response to the Ukraine-Russia crisis.

Poll manifesto promises won't amount to corrupt practice: SC

The observation was made by a bench of justices Surya Kant and KV Viswanathan on a plea filed by a voter from Chamrajpet assembly constituency in Karnataka. The petitioner had challenged the election of Cong candidate BZ Zameer Akhmed Khan.

XX chromosome factor: Women voters could rewrite India's polity

It will be a transformative moment in the social fabric of India, inspired by growing empowerment of women. Over the last decade, a range of government initiatives, both at national and state levels, have empowered women like never before. As a result, political parties can no longer take this cohort, accounting for half of the 970 mn electorate, for granted.