IndiaCharts

  • Value Wave ( 1 )
  • Indian Economic Winter ( 2 )

    In 2009 I wrote that India entered an Economic winter and debt would be a problem. Not many agreed. In 2015 even as nifty is higher this view has played out perfectly in terms of the economic impact. Debt has become the centre-stage of all economic discussions. Below is the original update with the indicators that supported this view and still do and an explanation of the Kondratieff cycle so that you can understand where India is in the cycle. The Winter Update articles have been updating on the cycle and the data points as the winter wave plays out and keeps you up to date with the cycle. After the winter will be Spring the Real Birth of a New Indian Economy. Patience pays.

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