In today’s briefing:
- Charted Insights: India’s Fundraising Booms and Market Cycles; A Data-Driven Analysis
- FDI in India: 2000 to 2024 – A Journey to $1 Trillion
- Portfolio Update: December 2024
- Thematic Report: How India’s Steady and Structural Economic Changes Charting Path of Growth?
Charted Insights: India’s Fundraising Booms and Market Cycles; A Data-Driven Analysis
- Periods of market euphoria often create fertile ground for substantial fundraising activity, where companies—both established and speculative—seize the opportunity to raise capital.
- IPO surges and other equity fundraisers reflect heightened investor confidence and an increased appetite for risk.
- However, as history shows, such periods of exuberance are often harbingers of steep market corrections.
FDI in India: 2000 to 2024 – A Journey to $1 Trillion
- What’s New? India surpasses $1 trillion in cumulative FDI inflows since 2000, reflecting steady economic liberalization and targeted policy reforms post-2014.
- Why It Matters?The milestone highlights India’s appeal as a global investment destination but reveals the need for balanced, inclusive growth across states and sectors.
- How It Changes Your View?Despite high FDI, uneven distribution and low FDI-to-GDP ratio suggest India must optimize policies to maximize investment impact and address trade imbalances.
Portfolio Update: December 2024
- Welcome to my last portfolio update! Yes, you read that right! In the coming weeks, I’ll be announcing why I stop publicly sharing the details of my investments.
- But don’t worry—there’s even more exciting news ahead!
- I’ve made the decision to leave my current job by the end of this year to dedicate 100% of my time to stock picking. This shift also means I’ll be expanding the offerings on Contrarian Cashflows to deliver even greater value to you. Stay tuned for more details soon!
Thematic Report: How India’s Steady and Structural Economic Changes Charting Path of Growth?
- India’s economy is surging, fueled by a record-high capital expenditure of 3.4% of GDP and a remarkable revenue growth to Rs. 25.8 trillion from Rs. 9.4 trillion in 2015-16
- Despite global headwinds, the rupee remains resilient, backed by $684.8 billion in forex reserves.
- India is poised to become a global economic leader, mirroring China’s ascent, with its thriving services sector and ambitious growth targets.
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