A useful way to sub-classify a capitalist economy is to map its enterprises by nested dualisms that assess their size, degree of formality, political linkages and exposure to market competition.
China will have to do a lot more in terms of policy decisions to provide comfort to foreign investors. Therefore, India may continue to stand out as a more appealing opportunity, the Marcellus Investment Managers co-founder says
The most recent approval came on February 6 when HDFC group received the RBI nod to acquire up to 9.5 percent in six banks - IndusInd Bank, Yes Bank, Axis Bank, ICICI Bank, Suryoday Small Finance Bank and Bandhan Bank
Saurabh Mukherjea highlights the rise of Indian women as a major theme in the budget. He mentions Rainbow Medicare that are focused on this theme. He also discusses the government s focus on creating opportunities for the poor rather than giving handouts. Mukherjea suggests looking at Eicher Motors as a play on the rural recovery and the Volvo Eicher side of the business. He further talks about the potential of Royal Enfield and the growing EV market for VECV.