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Many investors have got anchored to a selling price which has got nothing to do with the current state of the real estate market
The question is if banks could write off lakhs of crore of corporate loans, why are we so worried about what is effectively a very small loan waive off.
As we have been saying all along, the RBI expects the currency in circulation to stabilize only by May 2017.
Digital transactions have fallen since December 2016 both in value and volume terms.
Or how Jan Dhan accounts did not become a conduit for black money in the aftermath of demonetisation.
The United States has access to easy money in the form of the dollar. While other countries need to earn it, the United States can simply print it or create it digitally.
As of now there is not enough data to say that Indians have totally gone back to cash, but the data that is available does suggest that they are moving towards it
Over the last two years, a greater portion of the GDP growth has come through increasing government expenditure. Is this sustainable?
It constitutes 40 per cent of the Indian economy and employs 75 per cent of its labour force.
Private consumer expenditure grew by 10.1% in a period when there was a huge cash shortage in the financial system.
In any economic event, there is a lot that is seen, but there is a lot that remains unseen as well. And that is a problem.
There is a fundamental problem with the argument that robots are going to destroy human jobs.
As Chinese labour costs go up, the businesses are becoming uncompetitive on several fronts. Will these businesses come to India?
A comparison of car sales and two-wheeler sales tells us that the rich got away with demonetisation.
This has led to interest rates on fixed deposits coming down dramatically and hurting savers.
The investors are writing down their investments in these firms.
The finance minister and his secretary are both lying in trying to tell us that all is well on the demonetisation front.
The informal economy which has borne the brunt of the negative impact of demonetisation, is not captured well-enough in the GDP number.
Any action to bring down the trade deficit that the United States runs with China, is going to have repercussions on multiple fronts.
While sales have fallen by close to 40 per cent, prices are more or less flat.