India: Domestic Buffer, Not Defiance Buffer from

India: Domestic Buffer, Not Defiance Buffer from
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India: Domestic Buffer, Not Defiance Buffer from External Headwinds is welcome but far from Sufficient K-shaped and uneven recovery remains a Bug Bear. Inflation May Not be Put to Sleep Yet Structural potential is at least temporarily set

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01
India: Domestic Buffer, Not Defiance Buffer from External Headwinds is welcome but far from Sufficient
K-shaped and uneven recovery remains a Bug Bear.
Inflation May Not be Put to Sleep Yet
Structural potential is at least temporarily set back by twin deficit and crowding out risks;
Macro-stability concerns weigh on RBI .<br>
02
Squaring Rupee Soft Spots with Economic Optimism: 1) “Borrowed” & Uneven Growth… Buffer from External Headwinds is welcome but far from Sufficient to deflect Global Risks<br>
03
Squaring Rupee Soft Spots with Economic Optimism: 1) “Borrowed” & Uneven Growth… Unsustainable Credit Binge by “Middle Class” neither sustainable, nor pervasive enough to lift.
Uneven growth/drivers apparent in equities boom, showing concentrated allure and not reflected across all India firms/businesses.<br>