Great to know the podcast content has struck a chord. The detailed report can be accessed at research.axiscapital.co.in/researchPortal/Report/GetEmailReport/?code=5c5e70d6-4a7f-451f-b4cf-c88edfd8ddaa
Another great one.I request you to create another part with details discussion on the currency devaluation part.why ?when?how? The govt does it?and it's affect on the economy and on public
Which world are you living by saying houses are affordable? IT has been the biggest contributor to real estate volume and the wage hikes are not good. Jobs loss are also happening
It's subjective..in my own case, when I bought my first apartment in 2010, it cost me 5 years worth of my CTC, when I bought my second apartment, 50% larger than the first one, it cost me about 2.5 years worth of my CTC. Please note I have had very standard hikes in my income over the last decade, nothing exceptional and I am still average or below average for my industry.
RBI, FINANCE MINISTRY, IMF, WORLD BANK, ADB, RATING AGENCIES etc projected 7 to 7.5 percent growth for FY 2025. Now we found out many reasons for slow down such as. Elections, Govt capex not incurred, slow down is temprory, it is a blip, RBI Tightening for long period is responsible for slow down etc. We will find out many new such reasons in future also sir. Everybody don't take into account the correct reason for slow down ie the consumption, decline, the private invesment not happening and the reasons , redressal of their problems etc ,
Well he is predicting no interest cut in 2025 by rbi is so strange but entire twitter space has been rumouring that previous rbi governor has been removed since he did not cut the interest rate . It’s is interesting to hear. Whole narrative of delinking food inflation from core inflation is current dispensation narrative , sighting the same previous rbi was removed not cutting rate linking to inflation , strange and contrasting opinion . rbi intervention in currency fluctuations to be limited since oil prices further down by assuming that usa 🇺🇸 trump will increase production. So many moving parts . The fact that consumption is not coming due to inflationary pressure is not seem to be important for this govt . He seems to less convincing when he gives the various reasoning .
Great to know the podcast content has struck a chord. The detailed report can be accessed at research.axiscapital.co.in/researchPortal/Report/GetEmailReport/?code=5c5e70d6-4a7f-451f-b4cf-c88edfd8ddaa
Always extremely informative to listen to Neelkanth..
Great to know that you liked it!
- The Axis Team
Superb one and my all time favorite remains Neelkanth
Hope he focuses on creating more Neelkanths like him
We’re glad you liked the episode!
Don’t forget to Like, Share & Subscribe.
Always great to listen to you both. Please also take a few questions at the end of the discussion.
Best podcast on economy!
We're glad you liked it!
- The Axis Team
Another great one.I request you to create another part with details discussion on the currency devaluation part.why ?when?how? The govt does it?and it's affect on the economy and on public
Can I get whole PPT OR document…very informative research done by sir ..
Here is the link to the detailed report research.axiscapital.co.in/researchPortal/Report/GetEmailReport/?code=5c5e70d6-4a7f-451f-b4cf-c88edfd8ddaa
@ thank ..I have axis midcap Mf .very good research team looking forward to increase my portfolio
Thank you so much sir! Very insightful as always.!
Happy to hear this was helpful to you.
Don’t forget to Like, Share & Subscribe!
36:00 what are vegi tables ? does blue pebble outfit these types of tables ?
Which world are you living by saying houses are affordable? IT has been the biggest contributor to real estate volume and the wage hikes are not good. Jobs loss are also happening
It's subjective..in my own case, when I bought my first apartment in 2010, it cost me 5 years worth of my CTC, when I bought my second apartment, 50% larger than the first one, it cost me about 2.5 years worth of my CTC. Please note I have had very standard hikes in my income over the last decade, nothing exceptional and I am still average or below average for my industry.
Good to know slowdown is temporary and recovery is on the cards
Great talk
We’re glad you liked the episode!
Don’t forget to Like, Share & Subscribe.
RBI, FINANCE MINISTRY, IMF, WORLD BANK, ADB, RATING AGENCIES etc projected 7 to 7.5 percent growth for FY 2025. Now we found out many reasons for slow down such as. Elections, Govt capex not incurred, slow down is temprory, it is a blip, RBI Tightening for long period is responsible for slow down etc. We will find out many new such reasons in future also sir. Everybody don't take into account the correct reason for slow down ie the consumption, decline, the private invesment not happening and the reasons , redressal of their problems etc ,
You're right. All the touted reasons for the slowdown were known much earlier.
Hindsight is an exact science while foretelling is legally blind 😊
Well he is predicting no interest cut in 2025 by rbi is so strange but entire twitter space has been rumouring that previous rbi governor has been removed since he did not cut the interest rate . It’s is interesting to hear. Whole narrative of delinking food inflation from core inflation is current dispensation narrative , sighting the same previous rbi was removed not cutting rate linking to inflation , strange and contrasting opinion . rbi intervention in currency fluctuations to be limited since oil prices further down by assuming that usa 🇺🇸 trump will increase production. So many moving parts . The fact that consumption is not coming due to inflationary pressure is not seem to be important for this govt . He seems to less convincing when he gives the various reasoning .
Where can I find Neelkanth’s report?
Have you googled the report name
Here is the link to the detailed report research.axiscapital.co.in/researchPortal/Report/GetEmailReport/?code=5c5e70d6-4a7f-451f-b4cf-c88edfd8ddaa
So we are doing austerity on a developing economy? How stupid is our govt?
Neelkanth can see beyond other analysts. But DBT is making people lazy 😅