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Indian Manufacturing – Impact of PLI Scheme

Asian economies have generally been a manufacturing base for most of the European & American consumers. China, Japan, South Korea, Thailand all have significant contribution of GDP from the manufacturing sector. India, on the other hand, generates 60% of its GDP from the service sector. Manufacturing has been stagnating in the range of 13% toContinue reading “Indian Manufacturing – Impact of PLI Scheme”

Gamma Squeeze

The concept of short Squeeze is prevalent in market these days but the correct terminology to define this concept is Gamma Squeeze. Before describing the events of Gamma Squeeze, we need to emphasize on the real meaning of Gamma Squeeze. “Gamma Squeeze” as the term suggests is an outcome where investors using many options driveContinue reading “Gamma Squeeze”

The 4 Ds- Debt Deflation Demography and Default, Part II

Link to First Part: https://thefellowinvestor.in/?p=281 Demography The demographic dividend is the potential of economic growth that can result from shifts in a population’s age structure, mainly when the share of the working-age population exceeds the non-working-age share of the population. However, the world is aging at a faster rate than most can ever imagine. The USAContinue reading “The 4 Ds- Debt Deflation Demography and Default, Part II”

The 4 Ds- Debt Deflation Demography and Default, Part I

We live in interesting times. On one hand, we are living in one of the most prosperous ages the earth has ever seen. The technological advancement is unparalleled in human history. Global wars have not been seen since last 75 years baring a few small localised wars. The global population is 7 billion plus strongContinue reading “The 4 Ds- Debt Deflation Demography and Default, Part I”

Effect of Abolishment of Dividend Distribution Tax

Previously, Dividend Distribution Tax (DDT) was payable by the Domestic Company on declaration, distribution or payment of dividend. However, Finance Bill 2020, proposed to abolish Dividend Distribution Tax, and has shifted the burden of taxability to the recipient of dividend Income i.e. the shareholder or Unit holder (in case Mutual Fund). Erstwhile Provision of theContinue reading “Effect of Abolishment of Dividend Distribution Tax”

Analysis of the Current Market Crisis (Part 2)

As we discussed in Part I, while the virus may have been the needle, the bubble was already looking to deflate. Global economies were seeing lower growth projections. China had already reduced its GDP growth estimate to 6% from 6.5% with analysts further reducing target GDP Growth to below 5%. Similarly, India’s GDP growth dippedContinue reading “Analysis of the Current Market Crisis (Part 2)”

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