Investors are looking at India carefully and avian flu is a risk.

The (stock) market is used to these periodic outbursts of the Left and has priced it in.

It's a little unfair to attribute the problem to lack of disaster management. If Singapore or London faced a downpour like what Bombay had last week, I would imagine the situation won't be much different. Those cities also would have been shut.

Since there are no (divestment) targets, there is no quantitative impact on any setback to divestment process though it surely sends a signal that reforms continue to be sluggish as ever.

I am certainly worried about oil prices but not worried about indigenous manufacturing inflation which is under control.

I would be reasonably confident that it will go through over a six-month period. They have arrived at some sort of an understanding.

It is a negotiating tool. I have a feeling that the left has seen the light of economic reason and knows that to push social sector spending, you need money.

I think the energy agenda will be carried forward perhaps a bit more diplomatically.

There is nothing to suggest that would be the trend.