Indian Economy (13 Viewers)

@concard @crazywithmath et al

what is the domestic equivalent of FDI?
as in, is there a single source of such data for domestically funded investment, or does it have to be collated from multiple sources?

i remember going thru this in the old forum, now i can't recall the source data.
could be from corporate banking portfolio of major banks, but not sure.

80 billion $ FDI is about 6.6 lakh crore.
domestically sourced investment will definitely be multiple times of fdi value per year, i am assuming.

Loans given to MSME and Indian companies would be one parameter. Another one is tracking the quartely reports of listed companies on stock market. Every company will tell their shareholders if they are investing in new capacities. There is no single source of data unfortunately. GST is like indirect way of measuring whether there is any investment. However, GST also includes data from all MNCs too.
 
1000031894.webp
 
Loans given to MSME and Indian companies would be one parameter. Another one is tracking the quartely reports of listed companies on stock market. Every company will tell their shareholders if they are investing in new capacities. There is no single source of data unfortunately. GST is like indirect way of measuring whether there is any investment. However, GST also includes data from all MNCs too.

could it be gross capital formation(GCF) from GDP estimate?

it is 62 lakh crore for 2023-24.
4,90,841
Agriculture, forestry and fishing
4,12,235
crops
37,562
livestock
6,081
forestry and logging
34,963
fishing and aquaculture
1,03,864
Mining and quarrying
9,99,554
Manufacturing
4,13,242
Electricity, gas, water supply & other utility services
5,04,542
Construction
5,98,312
Trade, repair, hotels and restaurants
4,23,264
Trade & repair services
1,75,049
Hotels & restaurants
8,01,831
Transport, storage, communication & services related to broadcasting
1,73,077
Railways
1,99,631
Road transport
4,876
Water transport
36,253
Air transport
44,975
Services incidental to transport
20,490
Storage
3,22,530
Communication & services related to broadcasting
68,167
Financial services
11,61,780
Real estate, ownership of dwelling & professional services
5,83,127
Public administration and defence
4,95,636
Other services
62,20,898
Total GCF by industry of use*

 
FDI inflow has been highest it has ever been in past 10 years.
View attachment 42067
Net foreign direct investment (FDI) into India fell by 96.5% in the financial year 2024-25, according to data from the Reserve Bank of India (RBI). The net FDI stood at just $353 million, the lowest ever, compared to $10 billion in FY24.

The sharp drop was mainly due to a booming IPO market, which allowed long-term foreign investors like Alpha Wave Global and Partners Group to exit with multi-billion-dollar returns from stake sales in firms like Hyundai Motor and Swiggy.
1751555137207.webp

People as usual didn't read past the headline and everyone started fear mongering and started their doomsday predictions.

Wonder if we need US like transparency to get rid of this surface level analysis which causes people on both the political spectrum to believe what they want to believe. People who hate the current govt will believe the economy is shit and everything is going wrong while supporters of the current govt think we are growing at a rapid pace(China level), when the reality is in the middle. Apart from GST Data and IIP we don't have anything on the monthly frequency level which tells us the true state of the economy
 
Net foreign direct investment (FDI) into India fell by 96.5% in the financial year 2024-25, according to data from the Reserve Bank of India (RBI). The net FDI stood at just $353 million, the lowest ever, compared to $10 billion in FY24.

The sharp drop was mainly due to a booming IPO market, which allowed long-term foreign investors like Alpha Wave Global and Partners Group to exit with multi-billion-dollar returns from stake sales in firms like Hyundai Motor and Swiggy.
View attachment 42115

People as usual didn't read past the headline and everyone started fear mongering and started their doomsday predictions.

Wonder if we need US like transparency to get rid of this surface level analysis which causes people on both the political spectrum to believe what they want to believe. People who hate the current govt will believe the economy is shit and everything is going wrong while supporters of the current govt think we are growing at a rapid pace(China level), when the reality is in the middle. Apart from GST Data and IIP we don't have anything on the monthly frequency level which tells us the true state of the economy
most people have no prior fundamental idea about stuff like macro economics, taxation. High school should have a small chapter on this stuff, the amount of people so thought , a person earnign 12,00,001 d would be paying taxes was crazy.
 
Net foreign direct investment (FDI) into India fell by 96.5% in the financial year 2024-25, according to data from the Reserve Bank of India (RBI). The net FDI stood at just $353 million, the lowest ever, compared to $10 billion in FY24.

The sharp drop was mainly due to a booming IPO market, which allowed long-term foreign investors like Alpha Wave Global and Partners Group to exit with multi-billion-dollar returns from stake sales in firms like Hyundai Motor and Swiggy.
View attachment 42115

People as usual didn't read past the headline and everyone started fear mongering and started their doomsday predictions.

Wonder if we need US like transparency to get rid of this surface level analysis which causes people on both the political spectrum to believe what they want to believe. People who hate the current govt will believe the economy is shit and everything is going wrong while supporters of the current govt think we are growing at a rapid pace(China level), when the reality is in the middle. Apart from GST Data and IIP we don't have anything on the monthly frequency level which tells us the true state of the economy

is this FDI repatriation India specific or happening in other countries as well?
 
is this FDI repatriation India specific or happening in other countries as well?
Net FDI depends on both inflow and outflow of FDI. Our domestic companies are also increasing their investment outside India. So that too impact this.

Outward FDI has almost doubled to 29.20 billion $ in 2024-25 from 16.6 billion $ in 2023-24. As Indian companies become larger this will increase. Also government is pushing our companies to increase their investment in emerging markets like African Union to counter Chinese investment there. That too is another factor in this increase in Outward FDI by Indian domestic players.
 
Be careful with this patent game. Most are worthless and some are just incremental developments.
India has rules at place against such ridiculous patent filing. That's why don't see company getting patent for every ridiculous slight of hand tweaks to some existing patent.
 
Jane street fined and temporarily banned by SEBI for market manipulation. They are a trading company, specially famous for quantitative trading. It is one of the market makers with around 10 trillion in assets. They pay crores in package to IIT grads, but questionable morals. Here what they were doing last month :

View attachment 42180
they come here every year and pay 2 cr base and 2 cr bonus ie 4cr ctc for london office, they are the biggest scums
 
people dont prefer to buy a lot of things in monsoon like furniture and large electric equipments like white goods, then people dont travel much in monsoon, hence again low fuel consumption and low flight sales, many more factors with which we can cope
Automotive sector usually sees yearly shutdown during these months. Tata had 3-day downtime in June. Maruti Suzuki plants had low production for 9 days in June. Hyundai too may also have had some downtime in June.​
 
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The more they do such things, the more there is a fire getting lit under the asses of everyone who's concerned.

If they were smart they would have let our shameless dhandhos establish dependence on their supply chain and then export control all their stuff just before waging a war/skirmish with us.

Their Ching technicians and staff are not the only game in town, there is Taiwan, SKorea, Japan and various Chings with foreign citizenships.
 


All Chinese investments in India are subject to Indian government's approval. Adani visiting CATL is irrelevant. He is most likely trying to do the same as another rich guy Ambani who is building mega complex where all solar panels and batteries are manufactured. Ambani has acquired many companies to that effect to achieve these goals. Whereas Adani has Solar panel manufacturing from Polysilicon to Panels, he does not have any battery company portfolio. He is most likely scouting for partners, no doubt.

By the way posting tweets from CCP paid members is sure give away. SL Kanthan has been paid by CCP to peddle CCP views in India.
 
The more they do such things, the more there is a fire getting lit under the asses of everyone who's concerned.

If they were smart they would have let our shameless dhandhos establish dependence on their supply chain and then export control all their stuff just before waging a war/skirmish with us.

Their Ching technicians and staff are not the only game in town, there is Taiwan, SKorea, Japan and various Chings with foreign citizenships.
Also there are indians too who are expert in this field, who might be doing wage slavery in Singapore or some other SEA country. Companies can just hire them as well if they want. There is no shortage of such technicians in the global market. All they can do with this is create a temporary lapse in Indian units of Foxconn.
 

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