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The world is souring on the India growth story. Seven per cent is simply not good enough
The finance minister has no option but to nudge the markets up
India's inability to set up new projects means older, inefficient producers reap windfall profits
Basel III will stress public sector banks
Regardless of recent reforms, international investors are still bearish on India
Next year will be unique in that global growth will depend on active policy making everywhere
The finance minister has no alternative but to support capital markets if the fiscal deficit is to be reined in
For three years, defensive stocks have outperformed. The tide's about to turn
Current players lack credibility and money, banks are risk-averse, and equity markets will hammer new entrants
World commodity prices might be declining. This is good news for India, and Indian equities in particular
In a low-returns world, with limited capital gains, finding equities with steady dividend payouts will be crucial
Public-sector banks must be freed from the burden of government directives and come clean on asset quality
The next six months are when to buy Indian stocks
Conventional long-term funds in the West are preparing to invest in emerging markets. India must get ready
India has no god-given right to foreign capital. Investors will have to accept the effects of a weaker macro-economy
Government has failed to communicate to foreign investors that the long-term drivers of India's growth are still intact
Investors hope that the Congress won't make the mistake of turning even more populist after the election results
Confusion over India's new tax rules, slow rate cuts, and a weakening rupee could create a stock-picking environment
From here on, the markets will remain hostage to global liquidity and the unfolding political drama in Delhi
The difference between a bullish and a bearish view of 2012 comes down to betting on the chances of policy coherence