Thoughts and Reports
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Debt to GDP
India’s Debt-to-GDP Is Rising — Here’s a Smarter Way Forward India’s general government debt has risen from 67% of GDP in 2014 to 82%+ in 2024.This rise is happening despite strong GDP growth, meaning debt is expanding faster than the economy. While heavy infrastructure investment is essential, funding everything through government borrowing is not sustainable… Continue reading
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Revenue… Importance of
https://www.linkedin.com/posts/krishna-khandelwal-1207a443_revenue-tells-a-lot-about-health-of-a-company-activity-7398693677818322944-oXOH?utm_source=share&utm_medium=member_android&rcm=ACoAAAkxiagBGDNbwvvNx1sAEbNr3K4ZgPLInDE Continue reading
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Lowering of Interest Rates Needed Now
Given that the Reserve Bank of India (RBI) has set the policy repo rate at 5.50%, and inflation is currently at very low levels, there is scope for the RBI to consider reducing the repo rate further. With extensive social-welfare schemes in place and aged-population is already cared for, lowering interest rates could encourage more… Continue reading
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Sovereign Debt
The crux of the matter is this: for over a century, people saved money for their future needs, and governments borrowed those savings by promising eventual repayment. That borrowed money was meant for public welfare and infrastructure, but much of it was misallocated or wasted. People trusted the repayment capacity of governments and central banks… Continue reading
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Idle gold in to productive assets… An idea
As per my understanding FPI investment is about worth ₹4 lac cr at present. Indian public should buy them out with funds raised by selling gold/silver but who can make them do it? I think the govt by issuing gold bonds in exchange of physical gold and keep the gold in reserve; an equivalent amout… Continue reading
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Stay Invested
There is now a steady flow of savings in the hands of India’s younger population, which is increasingly willing to invest in riskier assets such as equities. Much of this capital is being absorbed by IPOs, which is why the broader stock market is not experiencing significant demand pressure. Corporate results have been satisfactory, with… Continue reading
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GDP and market cap
https://www.linkedin.com/feed/update/urn:li:activity:7390832577776930817?commentUrn=urn%3Ali%3Acomment%3A%28activity%3A7390832577776930817%2C7390961480247980033%29&dashCommentUrn=urn%3Ali%3Afsd_comment%3A%287390961480247980033%2Curn%3Ali%3Aactivity%3A7390832577776930817%29 Continue reading
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A Strategic Swap to Ease U. S. Debt Burden
A Strategic Swap to Ease U.S. Debt Burden The United States is home to many globally admired corporations with strong balance sheets, high innovation capacity, and resilient profitability. At the same time, the U.S. government carries a mounting debt burden, now exceeding $35 trillion, much of which is financed by both domestic and foreign creditors… Continue reading
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India’s large corporates and the case for market-based funding
For a long time, India’s mega-cap companies have remained conservative in tapping public markets for capital, preferring retained earnings or bank borrowings. This pattern, however, appears to be changing gradually — and it’s a welcome shift. A more efficient financing route lies in Convertible Debentures (CDs) — instruments that combine the security of debt with… Continue reading
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On Gold and its Relentless Rise
💬 On Gold and Its Relentless Rise I am not an expert on gold, but based on my understanding of proportion and economic behavior, I’d like to share a few reflections. Over the past two years, gold prices have nearly doubled. This surge seems driven by growing distrust about the U.S. government’s ability to manage… Continue reading
Panch Tattva Wisdom 