This is an archive of a Capital Mind Premium post sent by email. If you haven’t already, Subscribe now!
This week, we have a piece on the Indian GDP and its implications to us. On Nov 30, we had a GDP Data Release and in there were statistics that contained, among other things, lots of little numbers. We try to make sense of those numbers.
- GDP growth seems to have reversed at a headline level, but the inflation impact is very high.
- The rupee depreciation has caused the trade deficit to shrink which is a large contributor to this GDP number.
- Consumption and government expenditure are growing at treacherously low numbers.
- Agriculture contributes to GDP in a big way, relative to its past.
- A small trading and portfolio allocation strategy follows the analysis.
- As usual, we try to talk less and demonstrate more in charts.
The Indian GDP Growth Story
At Capital Mind, we wrote a piece on the Indian GDP which hides a couple things that are temporary:
The rest of this content is only available to premium members.
Register for a premium membership today! Apart from this content you will get our proprietary research and weekly newsletter too!
Already a subscriber? Log in now!