Modi 2.0 – Lessons

Opposition needs to learn some key lessons from the elections As much as the victory of the NDA in general and the BJP in particular was emphatic, it also left some very critical lessons for the opposition. How they read the lessons will determine their future. Every healthy democracy needs a strong opposition and it…

Modi 2.0 – Markets

Why stock markets are so excited about Modi 2.0 A market skeptic asked me after the results; why are markets so excited about Modi? He had a point. During the last 5 years, the Nifty gave an average return of around 9.5%, which is lower than the 11.5% CAGR that the Nifty returned since inception.…

Modi 2.0 – Economy

What are the economic challenges that Modi must address urgently The victory of the BJP and the NDA has not only been emphatic it has been largely decisive too. While India has maintained above 7% growth in the five years of the Modi government, it gets a lot more complicated now. The global slowdown, higher…