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According to the 'headline' on the link below, Boeing 'HALTS production over China sanctions'.


View: https://www.youtube.com/watch?v=6iT8US2GW7k

I don't for one moment believe that Boeing has halted production but it does highlight that US companies with a global supply train - and exporting a good proportion of their production - could be forced to relocate manufacture outside of the US to countries without swingeing tariffs on component imports. It would be ironic if Boeing had to shut down production in the US to avoid measures that an ignoramus had imposed, believing they would encourage increased production in the US!

I see this as a possible, massive opportunity for India to get into the airliner production business through Boeing setting up an FAL for B737. If India were to offer the right incentives, it could be handed civil aviation business worth tens of billions USD annually.

Think about it. Boeing produces perhaps 460 B737 each year. If they sell at an average of 75 million USD each, that would give a sales value of 34+ billion USD annually.

At the moment what do all Indian civil aviation constructors combined turn over annually building civil airliners or their components? Are there any Indian companies that would be interested in going from a small turnover to a giant turnover as a matter of urgency (Boeing's urgency)?
 
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Have you taken a closer look at govt expenditure nos?

Weak weak weak!

See, this is why I abuse this govt. They just cannnot/will not spend. And yet, there are capex simps who will continue to write essays justifying the kanjoosi of the incumbent. The same folks will continue with the usual fear mongering over 'muh freebies'.

Like I keep saying, the kanjoos govt gets a free pass because even their supporters are kanjoos.

Either way, bhosdapilling aside - pretty decent nos overall; despite a high base and a challenging global outlook.
 
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Have you taken a closer look at govt expenditure nos?

Weak weak weak!

See, this is why I abuse this govt. They just cannnot/will not spend. And yet, there are capex simps who will continue to write essays justifying the kanjoosi of the incumbent. The same folks will continue with the usual fear mongering over 'muh freebies'.

Like I keep saying, the kanjoos govt gets a free pass because even their supporters are kanjoos.

Either way, bhosdapilling aside - pretty decent nos overall; despite a high base and a challenging global outlook.
One way to look at this is, govt is thinking pvt sector is gonna start investing anyday now, which is why they are muted on caped from their part, this is same thing as them taking 2.5 years to approve amca
 
One way to look at this is, govt is thinking pvt sector is gonna start investing anyday now, which is why they are muted on caped from their part, this is same thing as them taking 2.5 years to approve amca
Indian private sector is neither spending on R&D, nor capex and are not even increasing the salary. They are just using the increased profit to do stock buybacks. This is what happened in US over last decade as well. China has been able to regulate this much better.

Our CEA also hinted at something similar :


View: https://x.com/CNBCTV18Live/status/1927994997451653223
 
Indian private sector is neither spending on R&D, nor capex and are not even increasing the salary. They are just using the increased profit to do stock buybacks. This is what happened in US over last decade as well. China has been able to regulate this much better.

Our CEA also hinted at something similar :


View: https://x.com/CNBCTV18Live/status/1927994997451653223

Additionally the salaries of CEO, CFO, and top management have also been disproportionately pumped high.
 
Indian private sector is neither spending on R&D, nor capex and are not even increasing the salary. They are just using the increased profit to do stock buybacks. This is what happened in US over last decade as well. China has been able to regulate this much better.

Our CEA also hinted at something similar :


View: https://x.com/CNBCTV18Live/status/1927994997451653223

At per capita incomes of $2500 we are already seeing signs of slowdown. Looks like we will start seeing sub 5% growth rates after 2030 and this government will convince us that is as per expectations
 
At per capita incomes of $2500 we are already seeing signs of slowdown. Looks like we will start seeing sub 5% growth rates after 2030 and this government will convince us that is as per expectations

There is no slowdown. The real growth of 6.5% is on top of a very high base of 9%+ in the previous FY.

Next level bhosdapilling....

I really hope more folks would call out the govt for their kanjoosi instead of engaging in sensationized crap like this. The incumbent does not receive enough hate for their kanjoosi.
 
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There is no slowdown. The real growth of 6.5% is on top of a very high base of 9%+ in the previous FY.

Next level bhosdapilling....

I really hope more folks would call out the govt for their kanjoosi instead of engaging in sensationized crap like this. The incumbent does not receive enough hate for their kanjoosi.

Most of the people dont understand the quarterly GDP% what does that means what is Real GDP% and what is Nominal one.

You rightly pointed out last years Q4 real GDP% was almost 9%+ so achieving 7.4% on top of same shows the growth is on top-gear also keep in mind some of the GDP data for last quarter will keep on coming and revised figures will certainly will be in range of 7.5-8%
 
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