The private sector is latching on to the Abe-Modi bromance. Suzuki Motor Corp., by far the biggest success story of Japanese investment in the country, is considering a fourth production line in the western Indian state to take total capacity there to 1 million cars a year, according to media reports.
With Nandan Nilekani, 62, appointed as non-executive chairman, the founders have wrested back control.
Unlike Ratan Tata, who was in control of the group holding company's board, Murthy -- and the other co-founders, if they side with him -- are just shareholders taking on a hostile board from the outside.
Vishal Sikka's resignation as chief executive officer of Infosys Ltd. is part of a much-needed cultural reboot at the Indian software exporter. But the process won't be complete as long as the current board hangs around to sing dirges of victimhood.
It's the transparency that made Infosys the first Indian tech company to trade on Nasdaq in 1999.
Reliance Industries Ltd.'s unexpected 1-for-1 bonus issue, which Chairman Mukesh Ambani unveiled at the company's 40th annual general meeting on Friday, gave a further boost to shares that are already the second-best performing this year on India's benchmark index.
India's billionaires believe in rugged, muscular capitalism -- so at the first hint of trouble, they go running to mommy.
India's most valuable business is earning money hand over fist from oil. Yet what's exciting investors about Reliance Industries Ltd. are its telecoms losses.
If Ambani can double the number of subscribers, and get at least $4 from each of them, investors who endured seven lean years will get a decent harvest.
Infosys and TCS, historically among the top three visa sponsors, would either have to increase wages, or settle for a much reduced scale of business in their most important market.
Most Indians are getting a tax break, thanks to Prime Minister Narendra Modi's botched demonetization program.
Amid signs that New Delhi's Nov. 8 ban on 86 percent of the country's currency has disrupted demand, snapped supply chains and cratered credit growth, investors expect a fiscal lollipop from Prime Minister Narendra Modi and Finance Minister Arun Jaitley.
This month, Patanjali won a two-notch credit rating upgrade from ICRA, the India affiliate of Moody's Investors Service. So far, the company has just $47 million in borrowings.
Ambani has all but completed massive investments in his petrochemicals empire, whose cash flows give him the firepower to promote and expand his new fourth-generation mobile service.