Samir Arora, fund manager at Helios Capital Management, says the strong turnout for the Indian elections signals that "everybody wants a change" and discusses the impact on the domestic stock market.» Read More
According to the U.S. government’s Energy Information Agency, “In 2009, India was the fourth largest energy consumer in the world, after the United States, China, and Russia. Despite a slowing global economy, India's energy demand continues to rise. As vehicle ownership expands, petroleum demand in the transport sector is expected to grow in the coming years. While India's domestic energy resource base is substantial, the country relies on imports for a considerable amount of its energy use. According to the International Energy Agency, hydrocarbons account for the majority of India's energy use.”
Greater spending from the burgeoning emerging market middle class is one of those themes global and emerging market investors have clung to as developed market consumers and governments deleverage. But there’s a growing risk emerging market consumers could start pulling back as industrial commodity prices fall and higher food prices lighten consumers’ wallets.
S&P's warning to strip India of its investment grade rating has raised investor concerns. But as CNBC's Lisa Oake finds out, India has one strength that could trump all short term growth concerns.
Vineet Nayar, CEO of HCL Technologies says India has a great opportunity to re-think the kinds of leaders they want to elect to resolve the multiple crises the country currently faces.
Aadil Ebrahim, Managing Director, Bowen Asia says India is a stock picker's market rather than one suited for macro-oriented investors.
Viktor Shvets, MD & Head of Thematic Equity Research, Credit Suisse says that India consumes too much and invests too little and that's why the country has a huge fiscal and current account deficit.
Ashishkumar Chauhan, Interim CEO of BSE India says his company is in the midst of reinventing itself. He adds that the company is hoping to list in 8 to 12 months.
Montek Singh Ahluwalia, deputy chairman of India's planning commission, told CNBC that in the next few months Indian policy makers need to demonstrate that identifiable problems will be taken care of.
India has been in the headlines for all the wrong reasons lately - erratic policy, massive power failures and the risk of becoming the first BRIC country to lose its investment grade status. But is it wise of investors to ignore about 6 percent growth in an era where many economies are struggling to stay out of recession?
Mahendra Negi, CFO & COO at Trend Micro says people are betting long term on India and he sees more investment coming into the country.
Montek Singh Ahluwalia, Deputy Chairman of India's Planning Commission says the gloom surrounding India is "grotesquely" overdone. He tells CNBC what the economy has going for it.
Many urban, upper middle class Indians have not cut back on spending despite a slowing economy and rising prices.
Chanda Kochhar, CEO of ICICI Bank tells CNBC what the Indian government's key priorities should be.
Rob Aspin, Head of Equity Investment Strategy at Standard Chartered Bank says despite the high growth rate from India, valuations on the stock markets are not that attractive.
Kirk West, Executive Director, International Investments at Principal Global Investors said India faces many short-term challenges, including faltering economic growth and sticky inflation, but he remains long-term overweight on the country.
Indian corporates already under stress from a slowing economy cannot afford a credit ratings cut, which would raise their borrowing costs, further hurting profitability, Chanda Kochhar, CEO of the country’s second-largest lender ICICI Bank told CNBC.
Adrian Mowat, Managing Director, Chief Asian and Emerging Market Equity Strategist at JP Morgan says the threat by ratings agencies to downgrade India will force the country to take more steps to reform the economy.
Hans Goetti, Chief Investment Officer Asia, Finaport says that foreign money is driving Indian markets and valuations looks inexpensive right now.
Subir Gokarn, Deputy Governor of the Reserve Bank of India says the slide in the rupee over the past month has been less steep, and that measures to support the currency are helping.
Andre De Silva, Head of Asia Pacific Rates at HSBC says India needs to address its twin deficits and inflation pressures before easing policy. He adds that monsoon woes and power outages could add further inflationary pressures.