China GDP

We actually need to worry about the recent fall in GDP growth Source: Trading Economics One of the points of celebrations in India in the last couple of years has been that India is growing faster than China. With China just growing at 6.5% in Q3, India’s GDP growth is likely to beat that by…

Trade Deficit

Forget about imports, focus on exports of goods and services For the month of September 2018, the trade deficit came in sharply lower at $13.98 billion compared to an average run rate of $18 billion in the previous two months. While that immediately led to strength in the rupee, one needs to scratch the surface…

NBFC Worry

NBFC stocks are correcting but this could just be the beginning In the last couple of months, the big worry in the stock markets has been the NBFCs. For a long time, they were seen as the fleet-footed alternative to staid banks; growing faster and subject to lesser regulation. That seems to have changed in…