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Published: Mon, 05/16/16

May 16, 2016 View in browser

The world is coming to terms with the Indian economic winter. No one thought this was possible here. But it was screaming out in the Macro data for long. Most Indian research is dedicated to Micro analysis. Quarter to Quarter.

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www.bloomberg.com
In the fight against $167 billion of bad debts, nationalism and bureaucracy are winning.
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capitalmind.in
The macro world of banking always fascinates us - here's some graphs and data on how our banking situation is:• Very Low Credit and Deposit Growth Will Hurt Bank Margins• The Victim: Manufacturing Industry Growth Falls Off A Cliff• And You Can't Trade In India Either: Wholesale Traders Don't Seem To Borrow
www.indiacharts.com
It is amusing that we question India's growth every day. That despite being touted as the fasting growing economy in a slow growth world. Why are we justifying our growth level if things are so rosy? There are many different answers to this and the optimists simply discard the pessimists as sceptics and the ''don't know anything'' in discussions.
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