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16:16

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helpful

Very informative. Thank you!

Here to stay Stock market is a vishi washi economy

Thanks for the macro inputs . It gives some clarity and hope to the long term investors

Very well summarised! Good job!!

TPF would be better if corruption comes down

Great insights! Thank you. Makes total sense...

Excellent conversation. Always a pleasure to listen to Neelkanth. Hope this soothes some frayed nerves among mkt participants😅

people are more worried about slowdown in intelligence of the stalwarts to stand up and give true picture to the policy makers, then the slowdown in economic activities..

inflation?

very informative.

I want Nilkant’s view on accelerating capital spending on key Government projects which are half way through by executing them 24/7 . To give an example Bengalore has metro lines as work in progress but getting executed only on daytime and the City is also experiencing huge traffic bottlenecks due to delay in availability mass rapid transport system and also due to prolonged construction of infra. Why can’t government incentivize the builders to work 24/7 as a onetime measure and will also help to accelerate Capex on already committed projects?

jobless and inflation

Heavy taxation is taking its toll. Consumption has not picked up at all in last 11 years. We have hardly even had 10%+ consistent two wheelers or four wheelers growth in last decade which is sad. All growth is mainly the result of govt spending and private investments. Exports(down due to global demand and increase competition from ASEAN) and consumption(no income tax relief and low real wage growth) are the area which needs much improvement.

Very informative, but however he missed the point that most of the economic activities are moving into the hands of a few corporates, which ha resulted in job losses, unlike previously when MSME sector was thriving and the money on the hands of common man spread and assisted consumption, unlike now when most of the surplus is created by these large businesses and common man has no surus left to spend on cars, houses, restaurant visits entertainment etc. which results in poor growth.

Neelkanth is a gem 💎

They are talking so cautiously in a cushy manner as though they are part of the bureaucracy. I think they are agents of the government painting a rosy picture and shielding the major threats and the hard truth staring at our economy. If we don't do a miracle within a quarter, we will be a laughing stock. Lot of bullshit talking has happened in India regarding demographic dividend etc, we are heading towards recession and a failed middle income aspiration. Just by copying we can't become vishwaguru etc. just coining new words will not bring outcomes. Per capita GDP of 2500 is just to low.

Modi is worried only about adani. Nothing else.

TLDR: Excellent podcast! Lesser much lesser editing cuts! Keep it natural!

Excellent podcast. Neelkanth Sir as always well on top of things... But just one suggestion, please reduce the number of editing cuts. Keep it more natural! You think it helps to keep the podcast tight, but it actually disrupts the flow of thought of listeners n viewers! Some pauses are ok... Natural! Looking forward to the next podcast with this little improvement. Thank you!

Very insightful. Thanks for getting this podcast well before change of guards in US in January to understand likely scenarios

My new favourite podcast❤

Amazing content 👏

Going by the numbers, full year #GDP growth shall be less than 6.5%. High interest rates, tight liquidity, inflation, geopolitical factors - we need to find a way to overcome all these and perform better #GDPgrowth #IndianEconomy #InterestRates #Elections #Banking #Liquidity #CreditGrowth #RBI

You guys are missing a possibility, either unknowingly, or intentionally. That Govt data is fake, and has been fake. Economy was not foing well for a while. Yesterday's GDP numbers are shocking, but more in line with ground reality. Monster modi has ruined economy. But those who can see it (like the guest) are too timid/spineless to say so, or they are hand in glove with this distastrous govt

Interesting and Insightful 👍

With the freebies being distributed by all parties now, I guess we r slowly but surely moving towards ubi however small. 🙏

Kindly repeat doing this podcast with sir..every month. Your inputs are great too. It's really educational. Also it helps us understand the complexities or all the factors which are affecting or driving growth in india's internal market. Everyone gets exports , but the internal market flow is what is important to capitalise on

Calling state BURACRACY slow is polite way of saying 1 becomes .5 Government high taxes and wasteful subsidies has made a mess of economy and middle class life.

Fantastic podcast. So insightful❤❤❤

When QE?

Please invite Neelkanth once in month on this podcast series. His knowledge is of immense help for for all of us. Kudos to interviewer how succinctly he summarises each long answer. It's rare skill and worth learning. Please keep up the great work

Nilkanth ji personal income tax are very high in comparison with the social and public infrastructure. Especially it is more grave in the metro cities. Request to pass on the message to FM.

For me, Neelkanth words 🎉. I respect you for your honesty and integrity 🎉

Nice

Great minds !!!

Immediate cut in direct tax rates and indirect tax rates needed to boost consumption. Government should also work seriously to make housing, education and healthcare affordable too masses.

One question I would like to ask Nilkanth is from January 2016 to January 2024 BoJ was distributing money at -0.1% interest rates and now it's no more free. When I compare Nifty 50 PE ratio from 2016 to 2024 it's completely re-rated. Since it was free money coming in? Or am I missing something? That's not free anymore, do you see PE de rating for the Nifty?

Its always great to listen to you both

Ooppnmmkmmmmmll

@Sameer, I am really loving this series. Thank you for brining it to us. 🙏 I will really appreicate if you can ask some book recommendations about Macro economics and share with us in a video 🙏

Great learning experience

Very happy to see you didn’t ape the west and use the word Fireside Chat which has no relevance in most parts of this country

Thankyou for doing it. It was a pleasure to watch the video. on a Sunday. A perfect weekend with a great mind with huge calmness.

How does withdrawal of dollar lead to shortage of rupee in the system? I didn't get that part.

Behtar

Overall, quite informative. The discussions with Neelkanth Mishra are particularly extremely informative. There's not a slight bit of over exaggeration and everything comes from a very well studied and well informed stance. He basically did a very very thorough work of self learning before starting to educate through this medium and other podcasts that he does. Thank you for bringing this.

Extremely loaded conversation. Towards end, i guess each statement/sentance is worth one lecture to understand. Very tired 😂