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1. RBI lowered its GDP forcast to 6.6% from 6.9%. That's 30 points. And that's still the fastest amongst the major economies.
2. Petrol / Diesel past 100 is nothing new. That's around 7-8% increase which is still lower among any major economies.
But the concern is not fuel @110, it is E20, E80 or E100 impact on the older vehicles.
3. Electricity price increase is due to the increased debt of power distribution companies, global energy shocks and reduced subsidies.
Ohh, how can anyone forget FREE electricity.
4. Rupee falling is an area of CONCERN.
5. People started talking about net FDI these days? Indian companies are growing, they are investing in local manufacturing in foreign countries. So, there will be an FDI outflow.
But some "Net FDI" stats now?
Net FDI in Fy25 was $1B, and in FY26 was $7B, though well below 2021. That was also because of increased investment rush for PLI.
FDI inflow was $95B which was ~18% increase compared to the FY25.
FIIs exiting because of limited investment opportunities in semiconductors or AI compared to Taiwan or South Korea, weaker rupee.
This is also a major area of CONCERN.
#Taiwan #indiancurrency
#atamanirbharbharat #indianrupee #rbi
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