India Consumption Story = "FICTION"?

While the consumption story in India has been celebrated by investors and companies have been awarded rich valuation multiples, is there a case to be cautious of the drivers of the story??


India Consumption Story = "FICTION"?  


(Standard Disclaimers apply....:-))

Has CAD affected our longer term foreign inflows??

An attempt at analysing why RBI ended up pressing the FCNR button to give lucrative returns to the foreign investors.

CAD and Long Term Inflows

Thanks

Can we have low inflation and growth together?

My second piece for MoneyLife


Here is the link:

Can India have low inflation & growth together?


( Usual Disclaimers apply...;-) )