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An Extremely Impressive Growth Focussed Stance!
Excellent glide path for Fiscal consolidation. 4.5% by F26. Growth Stimulative Guidance.
Positive change.
Zero Coupon Bonds for Infra Financing to bring in significant Debt FII Flows. Excellent Initiative in a ZIRP World. INR +
Excellent glide path for Fiscal consolidation. 4.5% by F26. Growth Stimulative Guidance.
Positive change.
Zero Coupon Bonds for Infra Financing to bring in significant Debt FII Flows. Excellent Initiative in a ZIRP World. INR +
No Super Rich Tax + No Wealth Tax (Permabear Pre Budget Rumors) + No COVID Cess —> Major Demand Positive.
Good initiatives given the MMT fetish globally - Local Debt financed economic stimulus by Governments.
Capex growth of 34% on back of 30% in FY21RE is impressive.
Good initiatives given the MMT fetish globally - Local Debt financed economic stimulus by Governments.
Capex growth of 34% on back of 30% in FY21RE is impressive.
Asset Monetisation plan is encouraging.
Effective execution can raise material resources over the 3-5 year period.
Pump Priming Infra Development with roadmap of Resource Mobilization is impressive.
DFI capital provision of Rs.200 bn with 3 year Loan Book target of Rs.5trn.
Effective execution can raise material resources over the 3-5 year period.
Pump Priming Infra Development with roadmap of Resource Mobilization is impressive.
DFI capital provision of Rs.200 bn with 3 year Loan Book target of Rs.5trn.
Allocation to Infra + Continued Focus on Agri/ Rural Focus is a blockbuster theme of the Budget 21.
ARC Structure, if swiftly put to work, can help banks deleverage balance sheets of the legacy stressed infra assets.
Simultaneously increases, the lending capacity of Banks.
ARC Structure, if swiftly put to work, can help banks deleverage balance sheets of the legacy stressed infra assets.
Simultaneously increases, the lending capacity of Banks.
4% GSDP F22 State FD (0.5% additional borrowing subject to condition) to aid capex by States.
Scrappage policy, though positive intentionally, is voluntary and could be a non-starter. Incentivized Mandatory Scrappage has globally proven to be effective.
Scrappage policy, though positive intentionally, is voluntary and could be a non-starter. Incentivized Mandatory Scrappage has globally proven to be effective.
LIC IPO should raise impressive resources in F22.
Disinvestment of 2 PSU banks + 1 General Insurance Company —-> Great Intent but will remain skeptical of the execution.
Focus on Roads (Rs1trn) + Railways (Rs.1trn) in F22 v/s Rs.1.5trn collectively F21.
Disinvestment of 2 PSU banks + 1 General Insurance Company —-> Great Intent but will remain skeptical of the execution.
Focus on Roads (Rs1trn) + Railways (Rs.1trn) in F22 v/s Rs.1.5trn collectively F21.
Great macro commentary and guidance by @narendramodi and @nsitharaman.
Brilliantly opened the 2021-30 Decadal innings by positioning India.
Agri Reforms and Land Reforms (Pending) will further catapult India on Sustainable Growth Trajectory.
#AccheDin of #AatmanirbharBharat
Brilliantly opened the 2021-30 Decadal innings by positioning India.
Agri Reforms and Land Reforms (Pending) will further catapult India on Sustainable Growth Trajectory.
#AccheDin of #AatmanirbharBharat
As @nsitharaman ji clarifies on ARC, the biggest blockbuster measure of #Budget2021 will prove to be cleaning up of Banking Balance Sheets.
Will add to Banks firepower to finance the investment cycle and support the animal spirits of Corporate and Small Entrepreneur India.
Will add to Banks firepower to finance the investment cycle and support the animal spirits of Corporate and Small Entrepreneur India.
