Making sense of emerging markets

India

* Building on growth, Shumita Sharma Deveshwar, 16 Aug 2007
India's real estate boom is based on strong foundations
Infrastructure
* Fertiliser subsidies, Amitabh Dubey, 10 Aug 2007
How a misguided policy spells double trouble
Agriculture/food
* Pharma sector breaks into global R&D, Shumita Sharma Deveshwar, 2 Aug 2007
An already great growth story for Indian pharmaceutical firms could be greater still
Consumer
* Uncorking growth, Amitabh Dubey, 23 Jul 2007
Tariff cuts create alcohol market opportunity
Consumer
* Ironing out an ore policy, Shumita Sharma Deveshwar, 17 Jul 2007
The new mining policy gets a nod from senior ministers but remains mired in controversy
Macro policy
* The food inflation problem, Shumita Sharma Deveshwar, 9 Jul 2007
Short-term respite to a long-term supply issue
Agriculture/food
* A renewed thrust on ethanol, Shumita Sharma Deveshwar, 22 Jun 2007
The Indian government gets serious again about its ethanol-blending programme
Agriculture/food
* Paying for the old, Amitabh Dubey, 15 Jun 2007
Pension reforms will deepen capital markets
Politics/governance
* India's food retail revolution, Shumita Sharma Deveshwar, 7 Jun 2007
The advent of modern trade signifies much more than simply a dynamic new sector
Agriculture/food
* A military-industrial complex is born, Amitabh Dubey, 1 Jun 2007
A new sector opens to private investment
Macro policy
Market forces loosed on the rupee Market forces loosed on the rupee, Shumita Sharma Deveshwar, 28 May 2007
The political cost of inflation is bringing about a sea change in exchange rate policy
Macro policy
* Powering up, Amitabh Dubey, 25 May 2007
Better government policies are enhancing investment opportunities in India's troubled power sector
Infrastructure
* A shock to the system, Amitabh Dubey, 17 May 2007
Lower-caste election victory threatens national parties
Politics/governance
* In pursuit of a few good people, Shumita Sharma Deveshwar, 16 May 2007
India is heading for a talent crunch
Macro policy
* The US-India nuclear deal, 10 May 2007
The two sides draw closer, despite strong opposition in both countries
Regional security
* Looking beyond the rupee, Shumita Sharma Deveshwar, 10 May 2007
Is a weak currency necessary for rapid export growth?
Macro policy
* Looking beyond the rupee, Shumita Sharma Deveshwar, 10 May 2007
Is a weak currency necessary for rapid export growth?
Macro policy
* The BJP's Muslim problem, Amitabh Dubey, 24 Apr 2007
India's stability rests on the equilibrium between BJP ideology and opportunism
Politics/governance
Fresh start for SEZs Fresh start for SEZs, Shumita Sharma Deveshwar, 20 Apr 2007
A form of their own, but is policy set?
Infrastructure
* Inflation clampdown and more, Shumita Sharma Deveshwar, 11 Apr 2007
The framework of Indian monetary policy may be at a turning point
Macro policy
* The market has to lead, Shumita Sharma Deveshwar, 3 Apr 2007
India's growth challenge
Macro policy