Moody's downgrade to junk will result in a run of wholesale corporate deposits from the bank
https://youtu.be/ZJFGt03l_8w
https://www.youtube.com/watch?v=GFzvX1PAF74
https://www.youtube.com/watch?v=eaYZ40poFyA
The government wants the RBI to do the heavy lifting through monetary stimulus without increasing the fiscal deficit
https://youtu.be/IB_daOqMehw
Jaitley as Finance Minister defends ICICI Bank senior executives but ignores government bank CEOs and EDs when they are unfairly indicted
https://youtu.be/hKygq5UmkTc
Signicant expansion of fiscal deficit combined with capital controls is warranted. But alas that will not happen, hence be prepared for a lengthy period of stagnation
https://youtu.be/1V6oYVEMwxg
https://www.youtube.com/watch?v=5ignsVkJjzU
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DISCLOSURE
I, Hemindra Kishen Hazari, am a Securities and Exchange Board of India (SEBI) registered independent research analyst (Regd. No. INH000000594), BSE Enlistment No. 5036. Please see SEBI disclosure here. Investment in securities market are subject to market risks. Read all the related documents before investing. Registration granted by SEBI, enlistment of BSE...
https://www.ndtv.com/video/business/news/high-speed-rail-should-not-be-a-priority-for-modi-hemindra-hazari-325298
Podcast with The Core on Expected Slowdown in Bank Credit from 10:39
___________________________________________________
DISCLOSURE
I, Hemindra Kishen Hazari, am a Securities and Exchange Board of India (SEBI) registered independent research analyst (Regd. No. INH000000594), BSE Enlistment No. 5036. Please see SEBI disclosure here. Investment in securities market are subject to market risks. Read all the...