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From: The Economic Times <etnotificati...@indiatimes.com>
Date: Sat, May 17, 2014 at 6:38 PM
Subject: Modi's big win: Decoding the landslide
To: adiy...@gmail.com
THE ECONOMIC
TIMES<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67938>
Sat, May 17, 2014 | 06:20 PM IST
Special Newsletter
How BJP cracked UP: What did Amit Shah
do?<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67939>
Uttar Pradesh formed the fulcrum of the BJP’s astonishing win with the
party winning an eye-popping 71 seats, more than the UPA’s overall
tally.<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67940>
How Narendra Modi can transform economy in 6
months<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67941>
If Modi creates optimism, consumers will once again start consuming,
investors once again start investing & bureaucrats once again start moving
files.<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67942>
This is start of the biggest bull market: Rakesh
Jhunjhunwala<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67943>
"From 6300, I see the index doubling in the next three years, not from
this figure from the previous high," says Rakesh
Jhunjhunwala.<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67944>
Featured
[image: How super Modi pulled BJP back from the
brink]<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67945>
How super Modi pulled BJP back from the
brink<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67946>
Modi lost no time in lifting the spirits of the cadres by using
spectacular rallies and his skillful media
outreach.<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67947>
read
more<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67948>
More Stories
Narendra Modi: From son of tea vendor to Prime Minister
designate<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67949>
Narendra Modi's father ran a tea stall and the young Modi would take it in
a kettle to sell it to passengers at Vadnagar railway station.
Morgan Stanley's Ruchir Sharma on how Modi can unleash animal
spirits<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67950>
So if I were to say this is the mother of all bull markets already, that
is sort of problematic because it shows a lot of the good news is in the
price.
Bibek Debroy: What Narendra Modi’s massive victory means for
us<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67951>
Since there is always subjectivity, risk aversion works against taking
contrarian positions, whether parliamentary seats or GDP growth.
After Congress' poll debacle, could it be Priyanka Gandhi in
2019?<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67952>
The worst-kept secret in the AICC is that many senior members want
Priyanka to lead the Congress to revive its fortunes. But will she take the
plunge?
Ashok Malik: After 2014 debacle, Congress's defeat in 1977 looks
milder<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67953>
Seldom in Indian political history has an outgoing government made itself
just so unpopular and made just about every wrong move possible.
Jagdish Bhagwati: Narendra Modi promises a second
revolution<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67954>
However, Modi's critics challenge his success with growth in Gujarat and
allege that Gujarat’s performance is marred by poor social indicators.
Arvind Panagariya: 2014 elections a referendum on economic
freedom<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67955>
Ironically the Congress party , which laid the foundation of political
freedom ended up on the wrong side of the fence in both elections.
Kejriwal's AAP fails to move from Delhi to
India<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67956>
Party’s rout in Delhi with defeats in all seven Lok Sabha seats has raised
a few questions about its future. It may have risked too much by going
national without strengthening its support in Delhi.
What might the US, West want from Modi as
PM?<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67957>
The fact that the western media’s coverage of Modi has given prominence to
his reputation overseas for sectarian prejudice does not reflect
policymakers’ priorities.
Will lower and middle income groups get tax
cuts?<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67958>
Its 2014 manifesto said that the UPA government has “unleashed tax
terrorism” and promised that the BJP would “provide a non-adversarial and
conducive tax environment.
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Wealth]<http://etnews.economictimes.com/newsletterlogger/cl?param=d8ab3e34b092a9b45448f31bdf62eba0&o=67959>
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