Last chance before India gets into debt trap


India is currently growing at 11% nominal GDP with high underinvestment in infra sector as per Mckinsey report.

Among various heads where allocations have increased in this budget, infra has the highest multiplier to growth. if the budgetary allocation to various infra agencies is properly mixed with market borrowing when interest rates ,credit growth( which mimicks M3) are probably the lowest in last few years the multiplier can be fairly large

Partners Group provides capital for Taxfix, Litera

Market CapitalizationsPartners Group Private Equity gained in May. The net asset value for Class I rose 3.5%, while the net asset value for Class A grew 3.4%. The total fund size increased to $5.6 billion. For the first five months of the year, Class A is down 4.4%, while Class I is down 4.2%. Q1 2020 Read More

if anybody thinks that recapitalisation and retail lending will solve indian banks problem they dont understand the importance of high nominal GDP

increased infra lending with safegaurds and clear laws,can easily push credit growth rates to digits which will be adequate to push capacity utilisation rates higher and in turn incentivise private sector to start new capex cycle. sounds easy i know but this is our last chance before India gets into debt trap