India Economy Thread

[Indos]

Decline has come simply due to higher gains from other markets (thanks to AI) and overpricing in Indian market from 2021-24.

No one should use words like "Adani" if they are trying to have serious conversation.

There are few investor that understand the concept, some big institution investor may have already known India real budget deficit.

Here from Chat GPT

India's headline Union government deficit does not represent the country's entire public-sector fiscal position. Under India's federal system, the Union and state governments have separate borrowing powers under Articles 292 and 293 of the Constitution.

While the Union government's FY2025–26 fiscal deficit was targeted at 4.4% of GDP, states also run their own deficits and issue their own debt. On a consolidated general-government basis, the World Bank estimates India's FY2025–26 fiscal deficit at 7.4% of GDP.

 

[hydrabadi_arab]

JSW puts 50GWh cell plant on hold as China tech curbs block partnership​

“China has weaponized access to battery tech” wut LOL

 

[jr_pdf]

JSW puts 50GWh cell plant on hold as China tech curbs block partnership​

“China has weaponized access to battery tech” wut LOL

There is commonality between the upstream solar industry and semiconductor technology. For example, the monocrystalline silicon production line that India has obtained adopts the most advanced Czochralski method, which is consistent with the process used in advanced semiconductors. The difference lies in the fact that the product is not electronic-grade monocrystalline silicon. The next step—silicon wafer slicing—is also a semiconductor process step. In short, the further upstream it goes, the more sensitive it becomes. Unless India offers more bargaining chips, China will not approve it. China has already given India monocrystalline silicon and silicon wafer production lines, both of which are very advanced technologies. Of course, China itself has even more advanced processes, as well as the research and scientific systems that produce, research, and improve these production lines.

 

[c14-Isotope]

The growth is derived from gov spending/budget deficit (federal and states)

Did you put this into chatgpt first or are you shooting from your hip... again?
It's been years and you're still stuck in your stupid beliefs just because Indonesia has a 3% deficit ceiling????

 

[indo17787]

Mahindra’s Largest 1,500-Acre Nagpur Plant To Produce 5 Lakh Vehicles, 1 Lakh Tractors A Year​

https://bwautoworld.com/article/mahindra-s-largest-1-500-acre-nagpur-plant-to-produce-5-lakh-vehicles-1-lakh-tractors-a-year-621646

 

[GatlingGunZ]

If the spending goes to infrastructure and Adani for example get large chunk of it, then you know that the growth is making Adani very rich and gov + people in more debt

This is also the reason India stock market is in long decline even when its growth scores very high, people that invest for long term in India may feel insecure for this loan taking by gov but not having much leverage to the over all growth (take example of Indonesia gov budget deficit at 2.8% last year can make the economy grow at 5.1 percent or Vietnam gov deficit of 3.3 % of GDP that can result to 7.5 % growth rate)

Dude you are talking alot of random crap for someone whose market cap declined by 45% in one year.
What did investors see wrong in Indonesia's glorious growth with fiscal prudence that it drained the pool by such margin ?

 

[Indos]

Dude you are talking alot of random crap for someone whose market cap declined by 45% in one year.
What did investors see wrong in Indonesia's glorious growth with fiscal prudence that it drained the pool by such margin ?

View attachment 213739

Why always use yearly basis ?

Negative sentiment made by lot of Indonesian haters dont work (including Singaporean CNA, Singaporean The Strait Times, The Economist, Australian media, some Indian media etc), it should be the headline Today. Jakarta stock exchange now in surge for the last 2 months, just see Today number

 

[Indos]

Why always use yearly basis ?

Negative sentiment made by lot of Indonesian haters dont work, it should be the headline Today. Jakarta stock exchange now in surge for the last 2 months, just see Today number

Their dreams of seeing Indonesia comes to 1997 crisis is ruin now, AlhamduliLLAH

 

[GatlingGunZ]

Why always use yearly basis ?

Negative sentiment made by lot of Indonesian haters dont work, it should be the headline Today. Jakarta stock exchange now in surge for the last 2 months, just see Today number

You started blabbering about last 2 years stagnantion in Indian market. But when I pointed out about Indonesian market collapse you got rattled.
Btw here is 10 years growth. Now tell me how India's growth rate is fake or bad because of stock market.

 

[Indos]

You started blabbering about last 2 years stagnantion in Indian market. But when I pointed out about Indonesian market collapse you got rattled.
Btw here is 10 years growth. Now tell me how India's growth rate is fake or bad because of stock market.
View attachment 213741

Dude, stock market is about sentiment and fundamental, it can be moved entirely by sentiment like what happening with Indonesian stock market before they are bullish again for the last two months (foreign investors just become net buyers for the last several days actually while domestic investor that run the surge) due to the sentiment is not match with what the fundamental tell.

I am talking about fundamental, Indian overall gov budget deficit.

I bring stock market just for additional info only, showing big foreign institutional investor current sentiment only.

 

[GatlingGunZ]

I am talking about fundamental, Indian overall gov budget deficit.

Which rulebook even say that govt budget deficit is a massive parameter in judging the economy ?
India will spent when time is right.

Dude, stock market is about sentiment and fundamental, it can be moved entirely by sentiment like what happening with Indonesian stock market before they are bullish again for the last two months (foreign investors just become net buyers for the last several days actually while domestic investor that run the surge) due to the sentiment is not match with what the fundamental tell.

How do we know this Indonesian market bullrun is not sentiment based , and earlier collapse isn't based on fundamentals ?
Indian market has massively recovered post the sentiment based bear run due to trade war of last 2 years. It became 8x of Indonesian Market from less than 4x of 10 years back.

 

[Indos]

If the spending goes to infrastructure and Adani for example get large chunk of it, then you know that the growth is making Adani very rich and gov + people in more debt

This is also the reason India stock market is in long decline even when its growth scores very high, people that invest for long term in India may feel insecure for this loan taking by gov but not having much leverage to the over all growth (take example of Indonesia gov budget deficit at 2.8% last year can make the economy grow at 5.1 percent or Vietnam gov deficit of 3.3 % of GDP that can result to 7.5 % growth rate)

Here check again, if the gov budget deficit doesnt create enough overall growth, then it is indeed a problem

Here from Chat GPT

India's headline Union government deficit does not represent the country's entire public-sector fiscal position. Under India's federal system, the Union and state governments have separate borrowing powers under Articles 292 and 293 of the Constitution.

While the Union government's FY2025–26 fiscal deficit was targeted at 4.4% of GDP, states also run their own deficits and issue their own debt. On a consolidated general-government basis, the World Bank estimates India's FY2025–26 fiscal deficit at 7.4% of GDP.