For more than four years now, the country has been struggling with six major macro issues: weak growth, high inflation, burgeoning current account deficit, uncomfortably high fiscal deficit, a weak rupee and policy paralysis. Barring the current account deficit, other issues remain; we don’t expect a macro turn as yet, but things seem to have bottomed out and the extended nature of any recovery provides interesting opportunities for the quality-focused investor, especially towards the second half of 2014.
My Best Pick 2014
Director of institutional research at Religare Capital Markets is keeping his faith in out-of-favour Voltas
Summer wine and salad
Kishore Singh - January 19, 2015
A double topping for growth
Meghna Maiti - January 15, 2015
Scriptures for success
Kripa Mahalingam - January 27, 2015
The million-dollar question: Is investing a game of luck or skill?
Shankar Sharma - May 04, 2021
Where's the party tonight?
Aditi Saxena - January 27, 2015