India Economy Thread

[Thinking]

https://www.reuters.com/world/asia-pacific/japanese-property-giants-deepen-their-push-into-booming-indian-market-2025-11-30/

Some love in real estate from Japan.

 

[r3alist]

A factoid though, China has same grade "C" in reporting. I guess "faking" is all over the world.

I will go back to reporting.

Exactly, it is, well imo

That then more or less contradicts your previous position on defending the GDP value.

 

[r3alist]

An inflation rate of less than 1% is abnormal and will alarm any economist. Of course their central bank will now lower the policy rate and if the inflation rate still remains this low then clearly the economy is in a deep sh!t.

That's because the CPI basket was selectively chosen, let's say.

 

[Mighty_Dragon_Strike]

High growth low volume, oh you mean Krutim with $1B valuation and some 2+T local language training stacks. Or you mean idea forge with half a billion order book including internatinal orders especially from US and EU. Maybe you mean ATI motors which runs those autonomous vehicles in warehouses of BMW or Foxconn lol!

The growth is also due to these high book to MV companies say Coal India trading 0.8x or something to book. BEL with an order book of $2billion trading 0.6x book. Yeah we are trading on 300% cagr startup and High book to MV divident yielding companies. And we CAN trade in it if yk, yk. Advantage of high volume and cash heavy markets eh?

Anything else? I can't remember, but if you wanna try me, I'll look it up thoroughly.

didnt answer the question!

hint: question was about the ability to carve out share to become leading export business in the world, if it is, then we can discuss, truth in numbers, otherwise, farcical business or business is farcical, it is harder to decide!

for instance, autonomous vehicles of BMW or Foxconn, provide export numbers which have taken numbers from China or some other leading country in that particular sector!

(and dont box in that sector!)

further, coal valuation, although, it is genuine. But, again, it is still not making you global leader, in anything!

your claims are taller then Everest, with performance of Donkey cart!

 

[Mighty_Dragon_Strike]

https://www.reuters.com/world/asia-pacific/japanese-property-giants-deepen-their-push-into-booming-indian-market-2025-11-30/

Some love in real estate from Japan.

can you even describe top 3 features of real estate illiquid markets and high frequency markets, without using AI?!!

 

[Vkdindian1]

Markets is not the economy

Correct.

Chinese stock market has given almost no return but we all know how their economy is doing. Completely opposite has happened to many other economies and their markets.

 

[Thinking]

Exactly, it is, well imo

That then more or less contradicts your previous position on defending the GDP value.

Nah..I reported GDP numbers. I didn't "defend" it. You came up with a nonsense article to prove it wrong. There is not a peep from me.

But the real question is this, did you read actual IMF report? How come you guys know so much about all the "news" you like but If I asked you to give data on money spend on infra by India per annum, none of you will answer?

There are many "youbtubers" who actually did explain this "C" rating (IMF had graded India on many things and rest are all B), but you only "found" the link that sets your own narrative, right? We are living in a partisan word.

Difference is that I am merely reporting. I didn't invite anyone to comment on data they simply can't digest. This thread was dead for weeks till it lit up. Makes you wonder why!


2026 will see a rebasing. More fake data coming. Perhaps IMF will upgrade this to B then, creating more ragestorm? I mean who really knows what really goes on in India. Same government has shown negative growth and growths below 5% on many occasions.

 

[Thinking]

That's because the CPI basket was selectively chosen, let's say.

Exactly! Wise words indeed. Indian CPI is outdated and new measurement system is coming next year. Another scolding by IMF. No way inflation in India is so low and demand in festival season was insane.

 

[Thinking]

Correct.

Chinese stock market has given almost no return but we all know how their economy is doing. Completely opposite has happened to many other economies and their markets.

Indian market had too much froth. Still does. Real economy is finally catching up to the market. Things should look good in 2026 especially if deal with US goes through.

 

[Thinking]

To view this content we will need your consent to set third party cookies.
For more detailed information, see our cookies page.

Accept third party cookies

GST has been flat for a while now. On plus side, this one is after rate cuts.

babudom and judiciary, twin pillars of corruption. I wonder if we can ever tackle them..

 

[Paitoo]

Ghanta low inflation !! My favorite Kinnus are retailing for 120 Rs a kilo. They were 80 last winter. That's all I care about

 

[r3alist]

Exactly! Wise words indeed. Indian CPI is outdated and new measurement system is coming next year. Another scolding by IMF. No way inflation in India is so low and demand in festival season was insane.

Outdated and misreprentative.

Anyway most GDP values are not exactly robustly created. But you can't insist that's not the case here

 

[Vikramaditya1]

Lol why are you so touchy on this, you need the Pakistan safety blanket again? Don't want to compare to china..... Wrong Benchmark....ooops

You actually accept in large part the deficiencies in capturing a defensible gdp, of which a proper CPi basket is needed, representative one.

I dont see how you get a bad outcome, most likely, after proper adjustments and data.

Haha slow down, you went to China for that. I'm not the one who always bank on the hidden ekonomy. I just gave it back at ya. Go ahead skirt through that.

The point being, you listen to the likes of Wire, Dhruv Ratti Pravin Shawhney and they say things exactly as you want to hear. But when faced with a counter point you'll either flip to them as a source or you nitpick since you cannot argue on the merits. Also how did you invent CPI as the root of the issue, wait I know, CPI data is low (it shouldn't be cuz there should be a crisis). Or some idiot left winger in India told you CPI data is all wrong there is inflation lol!

But what did IMF say? Anything about CPI, no. They talked about using a different methodology to calculate real GDP growth, that is PPI instead of WPI. CPI is what our central bank use to set policy rates, your Central Bank governor could learn a thing or two about fiscal discipline instead of toying line of government.

 

[Vikramaditya1]

didnt answer the question!

hint: question was about the ability to carve out share to become leading export business in the world, if it is, then we can discuss, truth in numbers, otherwise, farcical business or business is farcical, it is harder to decide!

for instance, autonomous vehicles of BMW or Foxconn, provide export numbers which have taken numbers from China or some other leading country in that particular sector!

(and dont box in that sector!)

further, coal valuation, although, it is genuine. But, again, it is still not making you global leader, in anything!

your claims are taller then Everest, with performance of Donkey cart!

I showed you India eating China’s lunch in petroleum, steel, drones and coal cash flow.
Your comeback was a children’s poem.
I don’t argue with people who bring nursery rhymes to a spreadsheet fight.

So you don't bring anything other than whaa China is great, China did this, China did that. You just want to say China is great, there China is great. Lol! Just respond with that next time. It'll save a lot of time for everyone.

 

[Mighty_Dragon_Strike]

I showed you India eating China’s lunch in petroleum, steel, drones and coal cash flow.
Your comeback was a children’s poem.
I don’t argue with people who bring nursery rhymes to a spreadsheet fight.

So you don't bring anything other than whaa China is great, China did this, China did that. You just want to say China is great, there China is great. Lol! Just respond with that next time. It'll save a lot of time for everyone.

lets settle this debate, honestly, answer this, without looking into AI!


what causes leverage constraints, also explain the reason of your chosen answer

1. over pricing
2. low betas!


go on!

obviously, replying after 10 or 5 mins wont matter!