POLICY STABILITY
We expect policy stability, renewable energy investment from Budget 2024: Sharad Mahendra, JSW Energy
With these PPAs signing, the percentage of open capacity once these capacities get commissioned in a span of 18 to 24 months, ultimately the merchant portfolio will be even lower than 15% going forward. So, more of long-term PPAs will be there.
SCO fosters regional stability & multilateral coop: Kazakhstan
The SCO Summit in Astana, Kazakhstan, represents a significant event for over 3 billion people. Kazakhstan, as a founding member, prioritizes the SCO's development within its balanced foreign policy. Deputy Foreign Minister Roman Vassilenko emphasized the summit's role in mutual respect and consensus-building. Under Kazakhstan's presidency, over 150 events focused on energy, digitalization, and environmental protection. President Tokayev's "World Unity for Just Peace and Harmony" initiative highlights Kazakhstan's influence. Kazakhstan's strategic location, rich resources, and strong economic growth make it a key player in global diplomacy and trade.
EV companies seek stability in incentives ahead of FAME-III rollout
The comparison between FAME-II and EMPS subsidies is crucial, as highlighted by a report from the Federation of Automobile Dealers Associations, emphasizing the importance of stable subsidy regimes for the EV industry's growth.
Don't obsess on inflation targets
In my capacity, I stress the importance of preparing for the AI revolution and managing public funds wisely to navigate economic uncertainties. Governments must prioritize debt sustainability and structural reforms to ensure long-term prosperity and stability.
In 10 years, India no longer a charity case, it's the driving force of world economy: Sanjeev Sanyal
There are no such things as poor people. They are poor places. Say two brothers grew up in Moradabad. One of them stays back in Moradabad and another went off to Dubai. After five years, one person will be earning a lot more than the other. Why does this happen? It is because places matter, says Sanjeev Sanyal
Industry expects growth-oriented policies; doesn't see coalition as speedbreaker: Anish Shah
Mahindra Group CEO and MD Anish Shah expressed optimism about the continuation of growth-oriented policies in the third term of Prime Minister Narendra Modi-led government. He emphasized that coalition politics will not hinder progress. The industry expects the government to focus on manufacturing for the world, women-led development, farm-led prosperity, and sustainability.
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.
Budget to indicate policy priorities of coalition govt, says Moody's
Moody's Analytics highlighted that the upcoming Union Budget will set policy priorities for the coalition government, shaping the next five years' growth trajectory.
RBI MPC Meeting: Das & Co may look at food bills to keep its stance, rate unchanged
RBI Policy Meeting: The Reserve Bank of India (RBI) is expected to maintain the repo rate at 6.5% with a focus on withdrawing accommodation, marking the eighth consecutive time it remains unchanged. Economists predict the unchanged stance, citing persistent inflation in food prices and global commodity price risks. RBI Governor's decision is crucial post-elections.
We don't expect rate cut in 2024 unless growth or inflation surprises on downside: Tanvee Gupta Jain
I think the political outcome was suggesting that there is kind of a weak sentiment at the lower end of the income pyramid. And whether we accept it or not but India has seen a K-shaped consumption recovery post the pandemic. So, most of the high frequency data that we track are clearly indicating that affluent, premium segment demand in India has been doing well.
Will RBI start cutting interest rates from October? Dr Samiran Chakraborty answers
In Citi's house view, we think that the Fed rate cut will start early, so we have put our first RBI rate cut in October, to some extent also factoring that in that if Fed moves earlier, then RBI gets the scope to move as well.
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.
Growth needs to be made more socially equitable and inclusive: Navneet Munot
We had GDP growth of 8%. Inflation well contained. If you look at external sector, whether you look at our current account, whether you look at our balance of payment, whether you look at foreign exchange reserves in a good shape. Relative to rest of the world which is dealing with so many challenges, I think India stands out.
India Inc cheers continuity at the Centre, but rues fragility
Indian industry leaders express confidence in the economy's resilience despite the NDA-BJP government's unexpected outcome without an absolute majority. They anticipate policy continuity but caution about potential hurdles due to a stronger opposition and diverse political ideologies. The focus may shift to consumption, welfare schemes, and rural sectors. Stability is crucial for reforms, but the BJP's shortfall could complicate passing contentious reforms. However, the economy's growth agenda is expected to continue, with an emphasis on inclusivity and job creation.
Job market recovery may slow, for now
The absence of a decisive mandate in the 2024 elections may impact job market recovery temporarily. Coalition partners will have a stronger voice in policy decisions, affecting investor sentiment. Experts anticipate a short-term slowdown in job creation.
Electoral shock dashes hopes of rate cut
Food inflation challenges RBI, impacting rate cuts. Elections, populist spending, and fiscal landscape influence rate cut decisions.
Don't see any material changes in policies going ahead: Rajeev Thakkar
And if we step back what does the election outcome mean for the markets? So, barring the pre-election and post-election for a week, 10 days, people will move on.
Election results and stock markets: If history can predict the future
India awaits the Lok Sabha election results with anticipation, largely expecting a win for the Modi-led NDA alliance. Analysts foresee policy continuity and market stability if expectations materialize, but unexpected outcomes could trigger short-term market volatility. Regardless, experts suggest viewing any market dips as buying opportunities.
Indian bond yields seen lower as exit polls predict government continuity
Indian government bond yields are expected to open lower on Monday after positive exit polls hint at PM Modi's re-election. The 10-year yield may range between 6.94%-7.00%. Expectations of policy continuity and fiscal consolidation are driving investor sentiment.
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