Reflecting on own research note of Jan 2016: How China’s macro plans may impact its own economy, commodity prices & regional countries in medium term
A year & half passed on my own research note on China & how China’s macro plans may impact its own economy, commodity prices & regional countries in short / medium term – which was compiled & issued for select audience. As I was reflecting on it & how things may unfold hereon, thought of sharing on Linkedin […]
Shall prospective car buyers be expecting greater price discounts instead of Car OEMs raising prices in 2016? Why not?
Shall prospective car buyers be expecting greater price discounts instead of Car OEMs raising prices in 2016? Why not? Here is why: Steel prices have crashed globally since last 16+ months. In India prices for various categories of steel have gone down by ~20% between Oct-2014 till Sept-2015 (source: http://www.meps.co.uk/indian%20steel%20prices.htm)! With overall industrial growth is under […]
BREXIT decided… Bigger worry is how long is the queue & how badly it may impact India…
BREXIT decided… Bigger worry is how long is the queue? Who may be next? It’s classic principle that non-performing economies can’t live-off on free cash perpetually – especially without any accountability or absence of strict austerity measures which are effective & kicking. Its a clear that “sentiments & confidence” about UK’s own long term prosperity […]
#AatmanirbharBharat #VocalForLocal with India’s INR 20L Crores stimulus package – way forward
Basis what I read about 20L crores of stimulus / package outlined by GoI vis-à-vis reactions from all corners, my first reaction was similar too. But I asked myself, what is that we are missing? I feel Jan-dhan account initiative implemented in an overdrive mode by Government Of India (GoI) has been forgotten which is […]
What may generate economic activity post COVID-19?
As COVID-19 is pushing us in lockdown and most likely an extended lockdown, it also gives opportunity to reflect on micro and macro issues, how the impact will trickle through different layers and what could be steps to restart the economic activity on large scale. I’m writing this when global death toll from COVID-19 is […]
Reflecting on own research note of Jan 2016: How China’s macro plans may impact its own economy, commodity prices & regional countries in medium term
A year & half passed on my own research note on China & how China’s macro plans may impact its own economy, commodity prices & regional countries in short / medium term – which was compiled & issued for select audience. As I was reflecting on it & how things may unfold hereon, thought of sharing on Linkedin […]
Shall prospective car buyers be expecting greater price discounts instead of Car OEMs raising prices in 2016? Why not?
Shall prospective car buyers be expecting greater price discounts instead of Car OEMs raising prices in 2016? Why not? Here is why: Steel prices have crashed globally since last 16+ months. In India prices for various categories of steel have gone down by ~20% between Oct-2014 till Sept-2015 (source: http://www.meps.co.uk/indian%20steel%20prices.htm)! With overall industrial growth is under […]
BREXIT decided… Bigger worry is how long is the queue & how badly it may impact India…
BREXIT decided… Bigger worry is how long is the queue? Who may be next? It’s classic principle that non-performing economies can’t live-off on free cash perpetually – especially without any accountability or absence of strict austerity measures which are effective & kicking. Its a clear that “sentiments & confidence” about UK’s own long term prosperity […]
What may generate economic activity post COVID-19?
As COVID-19 is pushing us in lockdown and most likely an extended lockdown, it also gives opportunity to reflect on micro and macro issues, how the impact will trickle through different layers and what could be steps to restart the economic activity on large scale. I’m writing this when global death toll from COVID-19 is […]
#AatmanirbharBharat #VocalForLocal with India’s INR 20L Crores stimulus package – way forward
Basis what I read about 20L crores of stimulus / package outlined by GoI vis-à-vis reactions from all corners, my first reaction was similar too. But I asked myself, what is that we are missing? I feel Jan-dhan account initiative implemented in an overdrive mode by Government Of India (GoI) has been forgotten which is […]