Paritosh Ladhani’s Post

Views of Avijit Banerjee, CEO & Managing Director, on the dynamic nature of India’s economy was published in the Investors' Outlook, February 2024 issue. He highlighted the resilience of Indian economy amid global fluctuations and geopolitical risks, which stands to be far more than offset due to strong domestic consumption driven by a growing middle class and a rise in purchasing power. Please click on the link below to read his views in full on Indian market. #indianeconomy #geopoliticalrisk #globalinflation #inflation #capitalgrowth #capex #capexcycle #investments #growthpotential #foreigninvestment #foreigndirectinvestment #purchasingpower #disposableincome https://lnkd.in/d4ba_7V9

My views on the resilience of Indian Economy and its dynamic market nature were published in the Investors’ Outlook, February 2024 issue. Do read my views and share.

Challenge of #friction would not fade way soon especially in complicated, diversified Democracies like India given the fragmented federalism, Regional politics. #EaseofDoingBusiness is a tough and slow process in India. We need to keep working relentlessly. International Monetary Fund is expected to have patience and trust. Nevertheless, an insightful views of the Chief Economist Pierre-Olivier Gourinchas. #EaseofDoingBusiness #EoDB #iIndia The Times Of India The Economic Times

Indian economy strong amidst turbulent waters The International Monetary Fund (IMF) raised India’s growth forecast for 2025 by 0.3 per cent to 6.8 per cent. https://lnkd.in/gdUiXKsS #pogourinchas International Monetary Fund #IMFSpokesperson #worldeconomicforum #IMFLive #IMF #WEO #India #China #USA #GlobalEconomy #newindiaabroad #indiaabroad #newindia

With no signs of its near-term momentum waning, why India is poised to continue its outperformance of other major economies in 2024. See article for more: https://ow.ly/Pzl450QYVkK #abrdnInsights #EmergingMarkets #InvestinginEmergingMarkets

Your guide to investing in India: The case for buying into the booming economy, the risks to consider — and how global investors can get involved.

#artificialintelligence #trending #IndianStartups #StartupSuccess #EntrepreneurshipJourney #InnovateIndia #StartupGrowth #BusinessInspiration #StartupFunding #ViksitBharat2047 #DigitalTransformation #TechInnovation #FutureOfBusiness #StartupReporterUpdates #BusinessIcons2024 #ScaleYourStartup #StartupEcosystemIndia #StartupNews #BusinessGrowth #StartupSuccessStories #FounderStories #BusinessTrends: #StartupAdvice #WomenInBusiness: #followus #followourpage #innovation #humanresources #digitalmarketing #management #content #blog Indian Economy, Trump and Much Ado About US Fed RatesNew Delhi , November 11: Trump’s resounding win did not just add US$12 billion to Elon Musk and caused a broader rally across the US equity markets. One may justify the optimism due to the expected policy changes in stocks, but the subject that is less talked about is the rates. US government bonds dropped dramatically on the expectation of higher rates and for longer. For various reasons well known to investors, the US dollar plays an important role in global economics. It is not just the world’s reserve currency; it is also the denominator for the price of global assets and the provision of international services. From the valuation of the coal trade between South Africa and Germany to the pricing of offshore IT consulting services between Kenya and India, deals are struck primarily in US dollars. Therefore, the impact of Fed rates is profound and global, but it seems particularly pronounced in India. The recent debates on Fed rate cuts seem to consume Indian investors and economic strategists. Shockingly, US economists do not seem to give much importance to the Reserve Bank of India’s (RBI) rate cuts. This note is my evaluation of whether US dollar interest rates continue to deserve the same VIP treatment as they have done historically. In my view, in the current context, the Federal Reserve’s monetary policy should be afforded much less significance, and any material reaction to US rate cuts by the Indian capital markets could be misplaced and perhaps result in an opportunity for investors. Bhumi Chaudhary of Astra Asset Management UK Limited shares here insight here: What Impact does the central bank’s monetary policy have on capital markets? Borrowing costs, corporate profitability and consumer confidence and behavior First, to understand the impact, we should understand how the Central Bank’s policies, particularly the spot rate target, impact the economy. Although there are others, for the purpose of this discussion, I’ll focus on the following key factors: Interbank borrowing rate: For any large economy with several established banks, the interbank borrowing rate represents the cost of liquidity in the market. It is the main driver against which financing costs are benchmarked. Yields on government bonds and Treasury bills are intricately determined by this rate, and it generally sets the tone for short

#artificialintelligence #trending #IndianStartups #StartupSuccess #EntrepreneurshipJourney #InnovateIndia #StartupGrowth #BusinessInspiration #StartupFunding #ViksitBharat2047 #DigitalTransformation #TechInnovation #FutureOfBusiness #StartupReporterUpdates #BusinessIcons2024 #ScaleYourStartup #StartupEcosystemIndia #StartupNews #BusinessGrowth #StartupSuccessStories #FounderStories #BusinessTrends: #StartupAdvice #WomenInBusiness: #followus #followourpage #innovation #humanresources #digitalmarketing #management #content #blog Indian Economy, Trump and Much Ado About US Fed RatesNew Delhi , November 11: Trump’s resounding win did not just add US$12 billion to Elon Musk and caused a broader rally across the US equity markets. One may justify the optimism due to the expected policy changes in stocks, but the subject that is less talked about is the rates. US government bonds dropped dramatically on the expectation of higher rates and for longer. For various reasons well known to investors, the US dollar plays an important role in global economics. It is not just the world’s reserve currency; it is also the denominator for the price of global assets and the provision of international services. From the valuation of the coal trade between South Africa and Germany to the pricing of offshore IT consulting services between Kenya and India, deals are struck primarily in US dollars. Therefore, the impact of Fed rates is profound and global, but it seems particularly pronounced in India. The recent debates on Fed rate cuts seem to consume Indian investors and economic strategists. Shockingly, US economists do not seem to give much importance to the Reserve Bank of India’s (RBI) rate cuts. This note is my evaluation of whether US dollar interest rates continue to deserve the same VIP treatment as they have done historically. In my view, in the current context, the Federal Reserve’s monetary policy should be afforded much less significance, and any material reaction to US rate cuts by the Indian capital markets could be misplaced and perhaps result in an opportunity for investors. Bhumi Chaudhary of Astra Asset Management UK Limited shares here insight here: What Impact does the central bank’s monetary policy have on capital markets? Borrowing costs, corporate profitability and consumer confidence and behavior First, to understand the impact, we should understand how the Central Bank’s policies, particularly the spot rate target, impact the economy. Although there are others, for the purpose of this discussion, I’ll focus on the following key factors: Interbank borrowing rate: For any large economy with several established banks, the interbank borrowing rate represents the cost of liquidity in the market. It is the main driver against which financing costs are benchmarked. Yields on government bonds and Treasury bills are intricately determined by this rate, and it generally sets the tone for short

#artificialintelligence #trending #IndianStartups #StartupSuccess #EntrepreneurshipJourney #InnovateIndia #StartupGrowth #BusinessInspiration #StartupFunding #ViksitBharat2047 #DigitalTransformation #TechInnovation #FutureOfBusiness #StartupReporterUpdates #BusinessIcons2024 #ScaleYourStartup #StartupEcosystemIndia #StartupNews #BusinessGrowth #StartupSuccessStories #FounderStories #BusinessTrends: #StartupAdvice #WomenInBusiness: #followus #followourpage #innovation #humanresources #digitalmarketing #management #content #blog Indian Economy, Trump and Much Ado About US Fed RatesNew Delhi , November 11: Trump’s resounding win did not just add US$12 billion to Elon Musk and caused a broader rally across the US equity markets. One may justify the optimism due to the expected policy changes in stocks, but the subject that is less talked about is the rates. US government bonds dropped dramatically on the expectation of higher rates and for longer. For various reasons well known to investors, the US dollar plays an important role in global economics. It is not just the world’s reserve currency; it is also the denominator for the price of global assets and the provision of international services. From the valuation of the coal trade between South Africa and Germany to the pricing of offshore IT consulting services between Kenya and India, deals are struck primarily in US dollars. Therefore, the impact of Fed rates is profound and global, but it seems particularly pronounced in India. The recent debates on Fed rate cuts seem to consume Indian investors and economic strategists. Shockingly, US economists do not seem to give much importance to the Reserve Bank of India’s (RBI) rate cuts. This note is my evaluation of whether US dollar interest rates continue to deserve the same VIP treatment as they have done historically. In my view, in the current context, the Federal Reserve’s monetary policy should be afforded much less significance, and any material reaction to US rate cuts by the Indian capital markets could be misplaced and perhaps result in an opportunity for investors. Bhumi Chaudhary of Astra Asset Management UK Limited shares here insight here: What Impact does the central bank’s monetary policy have on capital markets? Borrowing costs, corporate profitability and consumer confidence and behavior First, to understand the impact, we should understand how the Central Bank’s policies, particularly the spot rate target, impact the economy. Although there are others, for the purpose of this discussion, I’ll focus on the following key factors: Interbank borrowing rate: For any large economy with several established banks, the interbank borrowing rate represents the cost of liquidity in the market. It is the main driver against which financing costs are benchmarked. Yields on government bonds and Treasury bills are intricately determined by this rate, and it generally sets the tone for short