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Macro Economy 

Share insightful expert analysis and opinions on Indian and global economies - GDP growth, inflation, fiscal deficit, disinvestments etc.

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Macro Economy Discussion Forum

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Bloomberg - Are you a robot?
bloomberg
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Macro Economy - 370736

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Macro Economy - 370583

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Macro Economy - 370580

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Macro Economy - 370574

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Nirmala Sitharaman’s corporate tax cut is tangential, because lack of demand ails economy
For demand to get a boost, companies need to distribute larger dividend payouts and invest in new capacity. But problem of weak rural demand is not addressed.
ThePrint
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Opinion | The FM should extend the tax nudge to personal income tax too
To level the playing field between firms and individuals, and to potentially garner higher taxes, the FM should now extend this option to the individual income tax payers as well
https://www.livemint.com
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Today move allmost discount
Finance minister announcement
Fii not involve today move
Dii mainly buyers
Today upmove show
Reaction of ovdrsold mkt
Major negative impact on fiscal defeciet
It will widen
And negative impact on rupees strength
Crude is on up ward move
It is shortcut ...
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robotrade in INDIAN-ECONOMY
One question arise Why i view for bull run Afte...

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Macro Economy - 367869
💠💠India’s federal tax council is likely to ignore the rising chorus for tax relief at its Friday meeting and make only minor tweaks instead as a revenue shortfall looms, a person familiar with its deliberations said.
The Goods and Services Tax (GST) Council at its 37th meeting...
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Govt must not give in to temptation of a stimulus. It does not have the fiscal space
It’s completely irrational to not admit the true fiscal deficit. We are fooling no one, least of all potential investors who base their decisions on our macro sustainability.
The Indian Express
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-FIIs sold ~-959cr (cash), 780cr in index futures.
-US, Asian stocks marginally up after Fed cuts rates.
-US Fed lowers interest rates by 25bps, as expected, to 1.75-2%; gives mixed signals on further rate cuts.
-Brent Crude around $64/bbl-levels.
-Rupee rallies 54 p to 71.24/$.
...
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Macro Economy - 365883
Today's Important #EconomicEventsWorldwide
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https://reut.rs/30oZEpS
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Today usd/inr closed almost low 71.17
Crude in correction mode
Usd look weak against inr
Gov 10 yrs yield also correct
It is very confusing thing
When inr go strong why
Bond yield go lower
I think this is due to usd weakness
More in compare to inr
Thats why it showing conflict...
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https://reut.rs/2At63Wy
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Despite divisions about whether a reduction in borrowing costs is needed, the U.S. central bank is widely expected on Wednesday to cut its key overnight lending rate by a quarter of a percentage point for the second time this year. https://t.co/X1OvniaKwC
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'Existential issue': India Inc seeks clarity on PM Modi's plastics ban
CII seek exemptions, but environmentalists say govt's move will help battle plastics pollution.
business-standard
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LIC put Rs 10.7 lakh cr in PSUs under Modi, almost same as investments in 6 decades to 2014
When Modi govt came to power, LIC’s cumulative investment in public sector was Rs 11.9 lakh crore. At the end of FY 2018-19, it jumped to Rs 22.6 lakh crore.
ThePrint
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Bloomberg - Are you a robot?
msgp

💰💰 Bill Gates has a simple investing strategy that's fueling the growth of his $106 billion fortune.
In a wide-ranging interview with Bloomberg Television, the world's second-richest person says he puts more than 60% of his investments in equities. That's helped Gates add $17 b...
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Saudi energy minister Prince Abdulaziz bin Salman will hold a press conference at 10.45 pm Indian time Tuesday, according to the kingdom's media ministry, as the market awaits an update on the weekend's attacks on the Abqaiq crude processing facility and the Khurais field.
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No recession threat in India, but global downturn a worry: Bharat Iyer, JP Morgan
JPMorgan macro team estimates the probability of a recession at 40% over next 2 years.
The Economic Times
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Bloomberg - Are you a robot?
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Macro Economy - 361143

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Real estate sector has a Rs 90,000 crore fund requirement, says new report
The stress fund will provide the much needed reprieve to the selected projects through a process of effective allocation. In addition, there will be a requirement for more such boosts if the real estate distress needs to be eradicated from the root.Get latest Real Estate online at cnbctv18.com
cnbctv18.com
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Iran is a major contributor in indian import crude
Almost 30% oil imp from iran total crude import
Now situation seem like worsen
Due to primary investigation shows
Drone attack originate from iran
Russia come to support iran
Russia now facing economic crisis due to oil
Prices a...
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Growth numbers look worse than predicted: RBI Governor Shaktikanta Das
The scope for monetary action depends on incoming data on growth and inflation, the RBI Governor told CNBC-TV18 in an interview.
Moneycontrol
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Global Markets Update
Sept 16 (Reuters) - Wall Street slipped on Monday on global growth worries after the weekend attack on Saudi Arabian crude facilities knocked out 5% of the world's supply, while a more than 10% jump in oil prices lifted beaten-down energy stocks. The attack ...
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@RBI
governor
@DasShaktikanta
is not in favour of an asset quality review for NBFC, although he says RBI is closely monitoring big NBFC and digging deep wherever needed
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robotrade in INDIAN-ECONOMY
Mkt may bounce back after open gap dn Fundament...

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China's slowdown deepens in August; industrial output growth falls...
The slowdown in China's economy deepened in August, with industrial product...
U.S.
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Mkt may bounce back after open gap dn
Fundamental reason crude will not impact immediately
Average price used for buy
So if crude sustain for atleast 7 days then
Effect on fiscal deficiet
I think such crude price hike
Not expect by smart/big trader
Too
They try to lift mkt
After...
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robotrade in INDIAN-ECONOMY
Drone attacks strike major Saudi Aramco facilit...

First capture imp news for mkt
Now every bdy crude crude☝
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HERE'S HOW RAKESH JHUNJHUNWALA MADE 483.75 Cr
Indians youngest finance blog, I'm 19 years I post about Finincial Markets stay Tuned for more amazing content that make you wealthy 💯🙏🏻
YouTube
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Drone attacks strike major Saudi Aramco facility, oilfield - Times of India
International Business News: Drone attacks targeted a major Saudi Aramco processing facility and oilfield in eastern Saudi Arabia on Saturday, the interior ministry said, sparking
The Times of India
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RBI Releases Draft Norms For On-Tap Licensing Of Small Finance Banks
Joint ventures between two or more promoter groups won’t be allowed to apply, according to the draft guidelines.
BloombergQuint
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Opinion | How low can interest rates go in addressing the downturn?
The Taylor Rule is not a magic wand but does suggest that there is ample space for RBI to loosen monetary policy further
https://www.livemint.com
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Macro Economy - 358266

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India’s ‘Balance Sheet Slowdown’ Requires Unapologetic Government Spending
Amidst the economic downturn, policymakers must once again focus on India’s balance sheet slowdown, which continues.
BloombergQuint
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Altico misses interest payment, underlining stress in realty market
The default by Altico Capital follows a rating downgrade and the resignation of its chairperson Naina Lal Kidwai earlier this month.Altico has warned of more defaults after missing interest payment of ₹19.9 crore
https://www.livemint.com
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-FIIs bought ~784cr (cash), sold 1,006cr in index futures.
-US, Asian stocks rise on tariff delay, ECB stimulus.
-Brent crude down to $60/bbl-levels.
-Rupee spikes by 52p to 71.14/$.
-India's August CPI rose 3.21% yoy; July IIP up 4.3% yoy.
-Dr Reddy's Labs received EIR from USFD...
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IIP growth in July gives some cheer amid slowdown
Rate cut likely as inflation in comfort zone despite spurt in factory output.Rural inflation (2.18%) was lower than urban inflation (4.49%) pointing to depressed rural demand
https://www.livemint.com
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Ola, Uber factor not major reason for auto slowdown: Maruti to FM
The auto industry saw monthly passenger vehicle sales record the steepest fall in August.Passenger vehicle sales plunged 31.6% to 196,524 units in August from a year earlier, while car sales fell 41% to 115,957 units
https://www.livemint.com
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Ritesh Banglani on Twitter
“So these past couple of days I've been speaking to people "in the trenches" of large, IRL industries. Without exception, they believe a credit crunch is the primary cause of the slowdown, and the 3 horsemen of the apocalypse are Bank NPAs, Demonetization and the NBFC Meltdown. 1/”
Twitter
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Are We Near a Recession? The Godfather of the Inverted Yield Curve Says It's 'Code Red'
One of the initial curves that finance professor Campbell Harvey examined, the 5-year to the 3-month, has been inverted since February.
Fortune
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#Chinese banks extended 1.21 tn yuan new #loans in Aug, vs prev 1.06 tn, expected 1.2 tn;
Total social financing up 1.98 tn yuan, sharply higher than prev 1.01 tn, expected 1.6 tn;
China's #M2 up 8.2% y/y, vs prev 8.1%, expected 8.2%.
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Good news amid slowdown gloom: PE/VC investments in India at all-time high
Private equity/Venture Capital (PE/VC) investments in India stands at an all-time high of $36.70 billion in 2019 having surpassed the previous high of $36.5 billion recorded in 2018, said the IVCA-EY report.
The Financial Express
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Macro Economy - 350774

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China Scraps Foreign Investment Limit in Stock, Bond Markets
Global funds no longer need approvals to purchase quotas to buy Chinese stocks and bonds.
BloombergQuint
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India’s Jewellery Industry Is Witnessing Recession, Job Losses Likely, Says Industry Body
All India Gem & Jewellery Council is seeking lower gold import duty and a cut in GST on jewellery to tide over the ‘recession’.
BloombergQuint
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Banking Recapitalization: Kicking The Can Down The Road?
It is said that the Somnath temple in Gujarat was plundered as many as 17 times! After every loot,  Indian Kings and devotees rebuilt (re-capitalized!) it with stone studded jewels. Yet, the loot and destruction continued for centuries. These incidents of plunder have been elaborately discussed in our history books. There are even scores of …
Capitalmind
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