Freebies vs Capex, India’s Market Broadening, China’s Dollar Detour, Asset Inflation & Credit Realit
Автор: Algo Trading Champions Community
Загружено: 2026-02-05
Просмотров: 2
Описание:
@rajkazh February 6’s macro signals highlighted uncomfortable trade-offs as Indian states tilted spending from growth capex toward persistent freebies, quietly weakening fiscal quality, even as equity markets broadened beyond large caps on deeper retail participation. Globally, China continued its slow de-dollarisation via local currency swap lines without challenging dollar dominance, while India’s growth story exposed a widening gap between soaring asset prices and sluggish income growth. Add stable external debt math and a credit-to-GDP ratio that signals under-penetration rather than excess, and the takeaway is clear: assets are compounding faster than wages, and policy choices today are shaping who pays tomorrow.
#MacroeconomicAnalysis #IndianEconomy #FiscalPolicy #FreebiesVsCapex #EquityMarkets #ChinaEconomy #DollarSystem #AssetInflation #IncomeGrowth #CreditGrowth #ExternalDebt #GlobalMacro #MarketSignals #EconomicOutlook #RajeshKaz
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