Modi will soon announce the name of a new RBI Governor. Soon after, the same exercise will start for SEBI and IRDA as well.
The Cabinet reshuffle is not just aimed at Assembly elections of Uttar Pradesh, Punjab, Uttarakhand, Gujarat and Madhya Pradesh but for the General election of 2019.
While political overtones are evident in such high-decibel policy decisions, Modi has stuck to performance appraisal to decide on the future course of ministers.
Global markets may continue to reel under uncertainties over Brxit even as the earnings season sets in with some positive surprises.
Jan-Feb offers opportunity for Modi to restructure party to turn its fortune in upcoming state elections and reshuffle Cabinet to get rid of non-performers.