India Economy Thread

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Tata's ₹6,000cr Hosur iPhone plant to begin operations in November

Tata Electronics' ₹6,000 crore facility in Hosur, Tamil Nadu, is set to begin manufacturing iPhones from November 2024, employing 50,000 workers.
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www.google.com

How the burgeoning presence of Tata Group is transforming Tamil Nadu's industrial hub Hosur

Tata Electronics, which has been making enclosures for Apple iPhones, has stepped up hiring and is rapidly expanding operations at the Hosur facility. Two new units are being set up as part of its expansion and a project to build dormitories for workers is coming up quickly. Apple has been...
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Guynextdoor said:
10 years ago you didn't have a 10 billion market cap company dude.

People think these things happen because 'India wants to become manufacturing power' or 'Govt launched a policy' or 'education and training was done this way' and so on.

not the case. If money is there then the companies force govt to change laws, training ecosystem comes up (NIIT provided more software engineers than any University) and stock markets give the required capital.

Don't trust govt plans. But definitely trust the money.
Click to expand...

I already have spreadsheets showing what actual equity and capital materialises for a relevant current block of years w.r.t market cap in India.

GCF/market cap, P/E ratios and so much more.

i.e specific lag here and why (i.e ramp1 vs ramp2 when it comes to something as basic as corporate credit as %of GDP when comparing the largest peer competitor most similar earlier phase to India)

i.e the structural reasons supporting and determining each ramp, and the underlying weights of those and both govt and corporate role in that (and their relative misunderstanding, status quo and dereliction of it w.r.t the basic subtractive analysis between the ramps)

The overall larger psyche and realised propensity of large caps and large govt policy levers and thus the proven void % they so far abscond on to its large degree....as it is phenomenon that likes to match the 1% to 1% and then the 10% to the 10% (to some economy/society outside of India) to its degree .....but leaves the 90% to rot and fend for itself....rather than tending appropriately there first to get a much more concrete cohesive basis for trajectory and inertia as proven by other populations efforts here.

....so a novice's stale opinion (I've seen umpteen times before) on the matter really means very little to me.

Even listening to a fairly pro-BJP perspective, the larger scale and what could be done right now (but is "ongoing"/slow) is just very different to your flash in pan selectivism/feel good:

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Simply the reason why I will wait and see what next 10 years actually are before blabbing "superpower" feel good.
 
Nilgiri said:
I already have spreadsheets showing what actual equity and capital materialises for a relevant current block of years w.r.t market cap in India.

GCF/market cap, P/E ratios and so much more.

i.e specific lag here and why (i.e ramp1 vs ramp2 when it comes to something as basic as corporate credit as %of GDP when comparing the largest peer competitor most similar earlier phase to India)

i.e the structural reasons supporting and determining each ramp, and the underlying weights of those and both govt and corporate role in that (and their relative misunderstanding, status quo and dereliction of it w.r.t the basic subtractive analysis between the ramps)

The overall larger psyche and realised propensity of large caps and large govt policy levers and thus the proven void % they so far abscond on to its large degree....as it is phenomenon that likes to match the 1% to 1% and then the 10% to the 10% (to some economy/society outside of India) to its degree .....but leaves the 90% to rot and fend for itself....rather than tending appropriately there first to get a much more concrete cohesive basis for trajectory and inertia as proven by other populations efforts here.

....so a novice's stale opinion (I've seen umpteen times before) on the matter really means very little to me.

Even listening to a fairly pro-BJP perspective, the larger scale and what could be done right now (but is "ongoing"/slow) is just very different to your flash in pan selectivism/feel good:

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For more detailed information, see our cookies page.


Simply the reason why I will wait and see what next 10 years actually are before blabbing "superpower" feel good.
Click to expand...


You shuld've smoked pot instad of doing this stuff.

Using P/E ratio HDFC must be one of the best companies to invsest in (losses to investors over years). Suzlon should be down in the dumps (gaining strength every year).

a) There are very few opportunities for building 10+ billion companies
b) easy to get approval and support from govt at this time
c) Secure revenue- support for both domestic and export markets
d) Capital markets ready to support multi-billion dollar raises if needed (as proved by Dixon only)
 
www.google.com

Apple’s first made-in-India iPhone pro models coming this year

Plan shows Apple making further progress with India assembly Company is shifting output to India to diversify beyond China. The production of Apples entire iPhone range in India is a major landmark for the US tech giants local push that started gathering steam in 2021, helped by Prime Minister...
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Guynextdoor said:
You shuld've smoked pot instad of doing this stuff.

Using P/E ratio HDFC must be one of the best companies to invsest in (losses to investors over years). Suzlon should be down in the dumps (gaining strength every year).

a) There are very few opportunities for building 10+ billion companies
b) easy to get approval and support from govt at this time
c) Secure revenue- support for both domestic and export markets
d) Capital markets ready to support multi-billion dollar raises if needed (as proved by Dixon only)
Click to expand...

"Using P/E ratio". I have my own portfolio strategy for India and other countries...P/E is only a part of the whole there.

Completely separate thing to the larger proven picture of the lag phenomenon from market cap to hard number realisation to become anything resembling a superpower downstream...and where P/E collectively fits into that as rule of thumb to explain that larger phenomena (it is not anything resembling an individual investment strategy).

The FDI/GDP ramps were around 4% for East Asia during their earlier equivalent phases, India dawdles at 1% for a reason.

i.e why UP and massive population concentrations of India will take their sweet time to get to the deployed capital per capita of TN (which is already way behind what it could have been).....and why UP/Bihar et al are simply not interested in bringing their bureaucracy up to speed on the matter...... both from their low IQ politics and the cover afforded by deluded feel good blankets like yours, worlds away from that.
 
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Nilgiri said:
"Using P/E ratio". I have my own portfolio strategy for India and other countries...P/E is only a part of the whole there.

Completely separate thing to the larger proven picture of the lag phenomenon from market cap to hard number realisation to become anything resembling a superpower downstream...and where P/E collectively fits into that as rule of thumb to explain that larger phenomena (it is not anything resembling an individual investment strategy).

The FDI/GDP ramps were around 4% for East Asia during their earlier equivalent phases, India dawdles at 1% for a reason.

i.e why UP and massive population concentrations of India will take their sweet time to get to the deployed capital per capita of TN (which is already way behind what it could have been).....and why UP/Bihar et al are simply not interested in bringing their bureaucracy up to speed on the matter...... both from their low IQ politics and the cover afforded by deluded feel good blankets like yours, worlds away from that.

Stop wasting my time. Shoo.
Click to expand...
We will see in 10 years. I guess. Nobody is loosing sleep over your analysis though.
 
HAL LUH..beautiful shots by Angad Singh

GVR8eLBXgAIXHgJ

GVR8eKnXcAIAZo5
 
www.timesnownews.com

iPhone 16 Pro Max, iPhone 16 Pro Production Begins In India Ahead Of September Launch: All Details

Apple is producing its upcoming iPhone 16 Pro and the iPhone 16 Pro Max models in India for the first time., Technology & Science News - Times Now
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zeenews.india.com

India Mobile Phone Exports Reach $6.5 Billion In April-July, iPhones Lead

Currently, iPhone exports constitute about 70 per cent of the total mobile exports from the country, the industry data showed.
zeenews.india.com zeenews.india.com
timesofindia.indiatimes.com

Foxconn invests Rs 1,200 crore in Karnataka manufacturing unit - Times of India

India Business News: Foxconn invested around Rs 1,200 crore in its Indian subsidiary in Karnataka. With Foxconn's Singapore arm acquiring over 120 crore shares, this unit
timesofindia.indiatimes.com timesofindia.indiatimes.com
 
There is an Indian scientist working on a cold-atom/quantum inertial navigation system.

I would be very interested in what it could do if I was the Indian military.
 
Oscar said:
There is an Indian scientist working on a cold-atom/quantum inertial navigation system.

I would be very interested in what it could do if I was the Indian military.
Click to expand...
Would really love to know about this....
 
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