Market is falling as
expected. But no need to panic…i was always negative on china growth story.
China made a big mistake by focusing big on exports rather than focusing more
on stable internal growth. It was never a good strategy to provide excessive
loans to go overboard in building export capacities that too at the cost of
internal stable growth. You can not sell your car by removing all the workers
from factory by using robots because who will have the money to buy your car
when most of people are unemployed. China becoming a global production factory
was never a solution, neither for china nor for the world. Now as china’s cost
dividend is falling…it is getting the bigger picture clear.
expected. But no need to panic…i was always negative on china growth story.
China made a big mistake by focusing big on exports rather than focusing more
on stable internal growth. It was never a good strategy to provide excessive
loans to go overboard in building export capacities that too at the cost of
internal stable growth. You can not sell your car by removing all the workers
from factory by using robots because who will have the money to buy your car
when most of people are unemployed. China becoming a global production factory
was never a solution, neither for china nor for the world. Now as china’s cost
dividend is falling…it is getting the bigger picture clear.
But i do not think we are
going to see 2008 again. We are much better here, there are no assets bubble
which can cause ripple effects and create havoc on banks….only exception is
indian real estate…but it is mostly financed with black money so not much of
worry to banks.
going to see 2008 again. We are much better here, there are no assets bubble
which can cause ripple effects and create havoc on banks….only exception is
indian real estate…but it is mostly financed with black money so not much of
worry to banks.
Buyers are here for real
estate but they are not buying due to high rates…so prices will come down and
inventory will be sold. it is quite unlike USA subprime where assets were
overbought with loan money.
estate but they are not buying due to high rates…so prices will come down and
inventory will be sold. it is quite unlike USA subprime where assets were
overbought with loan money.
India is not a high
exporter to china neither to world…our story is 70% internal. But this fall
will prompt to make policy changes like GST. China meltdown will soften the
commodity prices more which is just great for india. Oil is already at $ 45…it
will fall even more…nothing more to say except that it is killed by
substitution effect.
exporter to china neither to world…our story is 70% internal. But this fall
will prompt to make policy changes like GST. China meltdown will soften the
commodity prices more which is just great for india. Oil is already at $ 45…it
will fall even more…nothing more to say except that it is killed by
substitution effect.
But indian Govt’s role is
very crucial here…it needs big time to start up the policy engine to boost
the investments because we will lose jobs due to shrinking export market. So
there is a big need to stop the ripple effect of that by upping the investments
inside india.
very crucial here…it needs big time to start up the policy engine to boost
the investments because we will lose jobs due to shrinking export market. So
there is a big need to stop the ripple effect of that by upping the investments
inside india.
i think we are at near
bottom for indian stocks…so wait for some stability then buy stocks…but
remember…buy quality stocks only. Be rational and do not loose hope.
India is in a much better situation.
Will follow with more updates soon.
bottom for indian stocks…so wait for some stability then buy stocks…but
remember…buy quality stocks only. Be rational and do not loose hope.
India is in a much better situation.
Will follow with more updates soon.
Hi bro
What will be your's view on fed bank policy ?what will be the impact on Indian market ? Today I m reading a article of one of our good Indian economist who is saying that these fed policy of Sep and Dec will give a big hit to Indian equity .What is your's view on this bro ?
Regards
Vivek
Bti
Hi Dear, i have posted the reply in a separate post. Kindly check it. reviews are welcome.
Regards
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