Dalal Street

The unfortunate natural disaster that occurred in Japan over the last few days will have limited impact on Indian Companies and Equities. India’s exports to Japan (2.1% of total) – primarily metals/ores, and imports (2.3% of total).

The possible indirect impacts – on India’s nuclear energy policy going ahead, the reaction of Japanese businesses regarding India operations and investments and Japanese capital flows into India (equity and debt), could have greater (more…)

With the DMK withdrawing support to the Weakest Prime Minister in Indian History, the case for FIIs Sell India or Wait on the Sidelines has gotten stronger. Adding to the woes of PM, the Supreme Court took to task the office of the PMO for appointing potentially highly corrupt official – Thomas for the post of CVC and eventually quashing his appointment order only tells the impotence of Governance.

The Government was just vocal about tackling the Highest Inflation in independent India and over the next 6 (more…)