GDP Growth – Sept’19 Performance Analysis

GDP growth rate for the quarter ended Sept’19 (Q2’FY20) has turned out to be worse than Q1’20 (June’19) as per the data released by MOSPI today. Worse, gross fixed capital formation (FCF), measure of future productive capacity, declined by sharp 3%, reversal of 7% over previous quarter. Despite the government’s push to prop up the … Continue reading GDP Growth – Sept’19 Performance Analysis
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.

GDP Growth – Sept’19 Performance Analysis

GDP growth rate for the quarter ended Sept’19 (Q2’FY20) has turned out to be worse than Q1’20 (June’19) as per the data released by MOSPI today. Worse, gross fixed capital formation (FCF), measure of future productive capacity, declined by sharp 3%, reversal of 7% over previous quarter. Despite the government’s push to prop up the economy, reflected in government final consumption expenditure going up by 15.6%, the economy continues to lose momentum. Here is a brief analysis of the GDP data. Continue reading GDP Growth – Sept’19 Performance Analysis

DHFL – Tracking the Developments..

Appointment of an administrator by RBI to run DHFL would have come as a shock to the promoters as they lose control of the company in one swift move. Yet, that was the easier part. The real challenge would now to be put out its financials more transparently and put it through the insolvency process. … Continue reading DHFL – Tracking the Developments..
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.

Essar Steel Insolvency – An Unending Saga..!

The Supreme Court’s decision last week setting aside the ruling of NCLAT (National Company Law Appellate Tribunal) should bring a finality to this high profile insolvency case. The insolvency process of Essar Steel  has generated lot of attention and has been through lot of uncertainty. So much as to prompt the SBI chairman to pray for … Continue reading Essar Steel Insolvency – An Unending Saga..!
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.

State of the Economy – A Brief (Part II)

Indian economy is going through a turbulent phase partly due to reforms undertaken over last few years and partly due to ‘cleaning-up’ of corporate business practices. The strongest undercurrent is crack down against corporate fraud, an extension of the fight against black money. Automobile sector is another sector where the slowdown started almost all of … Continue reading State of the Economy – A Brief (Part II)
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.

State of the Economy – A Brief (Part I)

Indian economy is going through a turbulent phase partly due to reforms undertaken over last few years and partly due to ‘cleaning-up’ of corporate business practices. This has severely affecting the economic momentum with GDP growth declining to nearly five-year low. More importantly, the debate continues on whether the slow down is ‘cyclical’ or ‘structural’. … Continue reading State of the Economy – A Brief (Part I)
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.

RCEP – Is India’s Stand Justified??

India’s decision to stay out of Regional Comprehensive Economic Partnership (RCEP) appears to be retrograde and protectionist. However, it is actually quite sensible decision and saves the country from getting into a potentially unfair deal as the dangers from the agreement are very high. Here is a look at the treaty and other issues related … Continue reading RCEP – Is India’s Stand Justified??
To access this post, you must purchase Membership - Annual or Membership - Half Yearly.