You will need a sharper eye for stock picking and a greater appetite for risk than most retail investors possess, recommends T N Ninan.
The government's programmes should be expected to generate some momentum, but the macro-economic numbers are not encouraging, observes T N Ninan.
There are instances -- both from national and state elections -- of economic under-performers being returned to power, and also of parties being thrown out despite good performance, observes T N Ninan.
China's debt is dangerously high at close to three times its GDP, with the ratio having nearly doubled in recent years, observes T N Ninan.
Anyone within range of China's expanding navy will have to build capabilities faster and/or work more closely with the US, as Australia has just announced, asserts T N Ninan.
India is a market for low-priced cars with low running costs. The global majors don't have models that fit the bill; only Maruti and Hyundai have successful entry-level models, observes T N Ninan.
Economic performance is affected if large numbers of people are out of work, or at such low levels of income as to force under-consumption, observes T N Ninan.
The ineptness of successive American presidents, from Bush the Younger to Joe Biden the Old, combined with the cluelessness that Americans demonstrate in foreign lands, contrasts with the Chinese leadership's seemingly singular focus on the accumulation of wealth and power, asserts T N Ninan.
Nirmala Sitharaman is proving to be a better finance minister than her initial rookie status might have led people to expect, observes T N Ninan.
The Indian State's arbitrariness may have come to be accepted with resignation within the country, but when it behaves in the same manner with external players, it gets a push-back, observes T N Ninan.
While Nifty 50 reflects changes in 40 years, it also shows what is missing: Low-cost manufacturers at one end, and deep-value players at the other. Also missing are technology players, observes T N Ninan.
Based on whether you choose the aviation, Bhopal or LIC numbers, and on the official death toll (in the absence of any other verifiable number), the value of human lives lost in the pandemic would range from Rs 16,500 crore to Rs 94,000 crore, explains T N Ninan.
If the real estate sector is properly managed, it could drive not just finance but demand for a range of products and services, observes T N Ninan.
The project shows a lack of respect for history, even if an inalienable part of it is colonial history, asserts T N Ninan.
A feature of 'Third World-ism' is lack of accountability. Whether and how the Modi government is held to account politically is a matter for the future, observes T N Ninan.
The government has to focus on real solutions, not make a mockery of the crisis through 'vaccine festivals',' asserts T N Ninan.
The party is better at winning elections than at governance and it remains intent on pushing ahead with its trademark social and political agenda observes T N Ninan.
The promise of a less suspicious government is surprising. What about the disconnect between the new business stance and earlier push to dictate the narrative in politics and public life, wonders T N Ninan.
A faltering economy may have led to a re-think on economic strategy. And Mr Modi might think he is politically strong enough to take some risks. But there could be a minefield ahead, observes T N Ninan.
Whether one likes it or not, services constitute the value-addition sector that the country has to build on, using its comparative advantage in infotech and related skills, suggests T N Ninan.
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