The Growth versus Markets conundrum - markets have rallied despite growth slowing and corporate earnings flat. Does growth actually matter?

Will India be downgraded to Junk? The key rating sensitivity is whether India will reach its growth potential.

Faced with uncertainty, risk aversion grips banks, corporations, investors and individuals.

The year gone by for the Reserve Bank of India has been anything but boring, uneventful, staid and apolitical.

The central bank's capital, reserve and independence comes under scrutiny

We explore the moral hazards and safeguards that accompany the Jalan Committee recommendations.

Quantum Advisors was founded by Ajit Dayal as India’s first institutional equity research house in January 1990.

The RBI-Government fracas on the institution's independence has long term impact.

We are not jumping on the tables and celebrating the slam dunk of GST. We need to see the data points evolve.

We consider the geopolitical macro view that forms the background to our bottom up value investing approach.

Rajan's exit and the UK referendum won't dampen the risk appetite for the India story.

Our two big ideas to unleash the Indian economic elephant.

In June 1975, Indira Gandhi suspended individual rights and freedoms. Can the Emergency occur again? Yes, it can.

If there is one clear victory with the new government, it is the wipe-out of crony capitalism.

When you tune in to a new FM station, you hope to hear a different song. The new FM offers little change.

We are not India bears. We are India bulls. So what will the true economic growth be like during 5 years of Modi’s rule?

Market expectations for the new government offers new realities and challenges to value investors.

Not since 1984, has India voted so decisively in favor of a single party.

The Modi wave shows similarities to the pattern followed by the Obama wave - high expectations with low delivery.

Through this cycle of expectations and disappointment, opportunities exist for those tempted by near-term events.