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Saurabh Mukherjea
As against the general perception that the economy is poised for a recovery, this year may again see tepid growth |
A short-term contraction in the GDP looks imminent after demonetisation. The long-term economic gains are not without conditions either |
While demonetisation is painful in the short term due to a shortage of new currency, it will boost the formal economy in the long run |
Though the Indian market looks overvalued, money can still be made in quality stocks over the long term |
The range of policy decisions triggered by Modi, Rajan and technology are transforming access to end-markets, capital and physical infrastructure |
Implementation of GST will lead to a shift towards the organised sector, curb black money and increase organised lending |
Why the buy-and-forget approach to investing is more effective than churning your portfolio in search of better returns |
The government's crackdown on black money has triggered four unintended consequences, which are dampening economic growth |
Of some 1,500 companies in India that have a market cap of over Rs 100 crore, only 16 have reliable financial performance |
The GDP numbers, both for the entire country and individual states, hide more than what they reveal |
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