Falling FDI, bolting FPIs & declining reserves as rupee weakens: 3 big economic challenges in 2025

[@ThePrintIndia]

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[@samg7123]

And tourism I can agree. It’s actually quite pathetic. It’s crowded and littered with garbage at almost every tourist spot. We Indians have taken it for granted. People want to chill and enjoy and fell safe not get stressed when they travel

[@LikeDeep-q6w]

Not to forget how Indians try to cheat foreigners. Many western influencers have mentioned it in their videos and that does have an impact. India also gets a bad PR abroad when it comes to women safety.

[@gouravdamor8001]

so are you saying that Modi's swach bharat mission is not working ?

[@outbackandabout]

@@gouravdamor8001 no mission will work until Indians themselves want to keep it clean.

[@Ausind-z4s]

Majority of the tourists were from Russia and Israel. Both are at war. However, I completely agree with the cleanliness aspect. It is way too dirty and filthy. I have been to countries with per capita gdp lower than India, but it is lot more cleaner. Poverty doesn't mean we shouldn't keep our surroundings clean .

[@udaysahgal]

We visited Shillong and Guwahati for the new year and it was underwhelming. Travelling in SE Asia offers more bang for the buck.

[@Templebells9099]

The message is loud and clear. We have failed to manage our economy.

[@vishwasbhandarkar77]

The introduction of a 12.5% LTCG and 20% STCG reflects a potential miscalculation of the impact such policies might have on foreign investments. As a developing economy with evolving policies, India must tread carefully to avoid alienating foreign investors. Excessive or unreasonable taxation may deter investments and harm the nation's reputation as a stable and investor-friendly destination.

[@merebaap8370]

@@vishwasbhandarkar77 it seems that you think that India has made a small mistake and it can board the bandwagon again and everything will be fine. Modi has single handedly ruined the economy and has pushed it back by 20 years. Fudging data to fool people that's what Modi govt is. Propaganda and deceit may fool the andhbhakts not everyone.

[@cherukothmvarghese2570]

7% of Modi sarkar is same as 4% of UPA methodology. That's why incomes were growing at UPA 7% & middle class is shrinkibg at Modi's 7%. Shekhar is FOOLING. Thankfully he did'bt call Governor Ravi dauggter to LIE😅

[@Rohan_98_0]

​@@parvadhami980 Hey... Naughty man.... How come you know that he has used ChatGPT...😅 ... Naughty.... You should be well experienced with ChatGPT... Naughty beta..😂😂😂

[@SumitKumar-yw3pb]

​@@cherukothmvarghese2570lol, what sort of methodology are you talking about ? can you explain?

[@vamsikothwali9222]

She should not have played with that figure. Now some fund managers like sameer arora say that 12.5% is not a good or round number and it is likely to go up to 15%. By any chance if she makes it up to 15%.. then that will become a nail in the coffin especially for FPI's... She is not a worthy FM in my point of view. She is supposed to feel the impact before changing.. She got carried away with retail money inflow. This is not how we become and sustain a 7or10 trillion $ economy or whatever that figure is.

[@prashantasthana5115]

Main reason for decline in tourism is our own people. We have made our tourist spots ugly by littering garbage, those unhygienic food videos doing rounds and people being inhospitable. We have earned quite a reputation worldwide.

[@Hawa_Chapal]

Sadly, not all cultures are equal.

[@cuckoonut1208]

Also the crazy bus and lorry driver videos are a source of entertainment and fear.

[@Rohan_98_0]

During his visit to Singapore, PM Modi mentioned India's aspiration to create several Singapores in India, even making this statement in the presence of the Singaporean Prime Minister. Can someone shed light on how India's current policies towards foreign investors align with Singapore's investor-friendly framework?

[@zaildarbains]

listening to political pitch is a waste of your brain cells but to then believe every word is a crime against human evolution

[@vishwasbhandarkar77]

@@zaildarbains It was press statement. Not political speech. Press statement by leaders holds value. @Rohan_98_0 saying nothing is real in practice... he has asked question in ironical way..... Just wondering how PM Of Singapore was LOL inside.

[@rajx7120]

In India, cities are taxed to fund subsidies for rural areas. How do you expect to have even 1 Singapore? We need to implement farm reforms and labour reforms, so that the rural and small towns don't depend on city taxes. Only then city taxes will be used for city's infrastructure.

[@abhishek_gupta1990]

The rot of corruption and incompetence is deeply entrenched. Even if PM really wants and he did when he started his tenure with Swacch Bharat schemes, he can only make incremental progress. Even mainstream media is lazy and does not try to find the reason at ground level by making state governments and municipalities accountable

[@vishwasbhandarkar77]

​@@rajx7120 Surprising how the PM didn't get this fact in Singapore in a press statement...Rohan_98_0 has made a good point here.

[@aditya11589]

The shoddy tourist experience begins from our convoluted and tricky visa processes and gains reality at our international airports.. A basic facility like wifi, one cannot access without an OTP sent to an Indian Mobile number.. you wait until baggage claim to get wifi. If you are departing, then no wifi.. uber pick-up is intentionally inconveniently placed 1.5km from the airport and none of the cabbies eftpos machine work and international tourists dont have google pay or rupay etc.. once you exit the airport, you can't go inside to withdraw money from the only operating sbi atm. This pain will continue through the entire trip and augmented with litter and poorly managed tourist sites. With soaring flight prices and limited annual leaves, no1 would want to waste their holidays in India. If you further analyse the international tourists data, you will find most are ex-Indian citizens coming to meet family

[@d2c9416]

Absolutely valid points!!

[@sachinik]

Bang on!

[@harishariharan7664]

This is such an obvious ground reality. Government has no interest in fixing it. Tourism giants have to lobby and force reforms. Hurt the people who make indian tourism worse. Policy wise ofcourse. India has such potential for tourism but squandered by incredible short sightedness of the people and local government

[@Mrt00dles]

The Wi-Fi with OTP is the biggest annoyance one has to face as soon as one exits the aircraft.. It's such a pathetic indictment of all the so called "digital" initiatives. The common excuse that is given is security...I mean come on.. Get over yourselves.. That otp isn't going to do jack.

[@karthikckrishna]

BJP supporters will pitch in supporting this … saying modi is doing great … support Hinduism .. all those shit … reduce taxes for low income and reduce taxes on petroleum and food … make life liveable and affordable …..and don’t say Congress screwed up .. we had trusted u for 14 years … still being betrayed … when u screw up acknowledge that

[@srikanthlives]

why not to say Congress screwed up pretty bad along with BJP screw up. why you have to give Congress a free run for its screw up?

[@Mohit-wi9ly]

Half of them do not receive income tax receipts and those who recieve but still do this want to keep indians busy with this religion and shit

[@tejasdeepsingh456]

@@srikanthlives BJP has been in power for more than a decade now and yet you INSIST on holding the congress accountable. Introspect.

[@biswajeet9826]

Completely right! Modi govt gave multiple years with double digit growth rates and as a BJP supporter we shall do that again.

[@abhisheksingh2035]

Saar Modi ji should change the name of FDI to Gurdakshina, as we are the Vishwa Guru. It becomes the responsibility of other countries to give Dakshina.

[@shankarsomayajula9310]

from go-getter to gobar-getter :-)

[@rejijai9120]

well said

[@ankitchaubey1531]

😂😂😂😂😂😂😂

[@tony16991]

The word literally has investment in it. I know your parents haven't "invested" in your education but kindly don't confuse donation with investment.

[@SuperCanonX2]

Haha 😂😂

[@himanshusingh0876]

In the same year Singapore got 54 billion $ , Vietnam got 44 billion $, Indonesia got 40 billion $. There is thing common in these countries: better rule of law, competent buerocracy, less political intrusion.

[@akhtarpathan1778]

India is not part of any major FTA, tariffs are so high, indirect taxes are so high, no big reforms, no skill development, no sustainable low inflation, how can it grow at 8+ rate, its just impossible

[@mali3490]

Spot on!

[@parvadhami980]

Essentially India is a "Status-quo-ist" society Unlike China or Japan or USSR we haven't had any mass revolutions for/against anything. This reflects in the attitude of government across ALL the parties

[@LikeDeep-q6w]

As a developing nation - that badly relies on foreign technology, foreign jobs and foreign companies, we cannot afford to have very stringent laws and regulatory policies. Rules have to be simple and relaxed. Companies don't want to waste time on bureaucracy but want to do their core business and generate output.

[@mg.f.9023]

As a Finance Minister once explained when questioned by press why is Indian Rupee falling?, the answer was "Indian Rupee is not going down, but the USD is going up."

[@rajx7120]

She was absolutely right at that time. When US Fed hiked interest rates, money flowed out of all other economies, into the US dollar assets. That caused sellof of Rupee and buying of dollars. That's called dollar strengthening. There is a thing called dollar index. It is at 109. Anything above 100 is strong.

[@mg.f.9023]

@@rajx7120 So in the same logic guess we can say that in last 10 years India has not decreased R&D and innovation but China in last 10 years have outpaced the world in hitech by increase in R&D and innovation.

[@rajx7120]

​​@@mg.f.9023Yes. R&D in India has indeed increased. But China has grown faster. No doubt about that. What's the problem with that?

[@cobragaming1186]

​@@mg.f.9023 No, your statement is wrong. Either u r too naive to understand the issue or, don't know economics. If only your currency falls, rupee is weakening. If all currency falls, dollar is strengthening. At that time all currency was falling..

[@Ausind-z4s]

@@mg.f.9023 China is a centrally run country where you can't ask what the central govt does. There are 80 million appartments laying empty. Imagine doing that in India. Also, For R&D you need good quality engineers and vast amounts of skilled professionals. India has none. During the first 40 years, China improved living standards and education of their people. India did nothing of those sorts and still not doing anything to improve the standards of living. I know plenty of people who left India to do a lower salary work in Australia and Canada because of shitty living conditions.

[@manut1349]

the fact that government's decision to consider FII investments to be considered as FDI investments if the FII investments amounts to 10% of a company will show erroneously as an increase in FDI. Is it not tinkering with statistics.

[@sb5224]

Net FDI is declining because US economy is attracting majority of global investment right now. US equity markets have never been so dominant, thanks to AI innovations and tech boom.

[@mali3490]

Acche din aa gaye hain!

[@Hawa_Chapal]

Hurray! 🎉

[@niara6]

Han wo toh 2014 se hi aa rhe h

[@elliotalderson2007]

After losing money in stock market people are doing timepass. Gormint does not want you to go into data and all, they want you to go to kumbh mela.

[@2praveenp]

Nobody is forcing anyone to go in Kumbh Mela. Sickulars exuberance their ignorance.

[@AmanMehraaman]

Loved this CTC episode and the new format as well. Kudos

[@rajeshmadan37]

When 80 crores are given free food that means they have no or very little money to buy anything. That should be the worry

[@vinsin328]

Because of the beef ban and Gausalas.

[@parvadhami980]

They even banned eggs in School midday meals ​@@vinsin328

[@manut1349]

In January 2020 I put money in SBI as FCNR premium for 5 years, at that time SBIs calculation was that the dollar will be about 91 Rs in January 2025 when my FCNR premium matures, So technically by 31st January 2025 if 1 dollar doesn't become Rs91, (today it is only 85.5) I am going to gain.

[@jaymandliya2200]

It seems like you may have locked in the rate at which SBI will convert USD to INR upon maturity. If so then you may not realise this gain.

[@manut1349]

@@jaymandliya2200 whatever happens I will get 91 Rs for dollar on 31st January for the amount I have invested + percentage of interest. If dollar goes above 91 I lose if it is below 91, I have a gain

[@manut1349]

The decision of the government to rename FII investments as FDI if it reaches 10% of a company, will erroneously show an increase in FDI though the actual money coming in FDI doesn't increase.

[@garyish]

@@manut1349 rename ? No more like reinvest. The new SEBI rule means that if a foreign investor wants to buy more than 10% of the company’s equity, then they must either stop or reclassify their holding from FPI to FDI which is a separate account and separate withdrawing rules etc

[@manut1349]

@@garyish if there are separate withdrawing rules which doesn't allow easy repartition of money then FII will not invest. They have other places to invest now that Indian GDP growth is also falling with fall in value of Indian Rupee

[@garyish]

@@manut1349 that’s not happening. Total FDI is increasing. What we have to figure out is why domestic outbound investment is more than domestic inbound investment.

[@bidyutbikashsaikia1140]

Wah modi je wah. We like what you did to economy

[@rajx7120]

Wah Rahulji Wah! For stopping every reform. Economy was never great even in UPA era. Modi kept it running is a miracle, after inheriting the NPA mess infrastructure delays and MNREGA leakages from UPA.

[@thomasdaniel22]

​@@rajx7120Blame game as usual! No accountability!

[@bidyutbikashsaikia1140]

@@rajx7120 why don't they stop MNREGA if it's problematic. UPA government's was visionary but implementation was not good because of corrupt officials and grassroots workers.

[@rajx7120]

@@bidyutbikashsaikia1140 Even without MNREGA, Vajpayee employed people in infrastructure like Golden Quadrilateral. MNREGA only gave impression of doing something. Even now, majority of the jobs in MNREGA are coming from govt infra projects like Nal se Jal Yojana, apart from highway construction work. You can't promise jobs, without actually creating them.

[@Hawa_Chapal]

Modi jee is my spirit animal.

[@dilsekibaat529]

stumbling blocks of investment in india: 1. Making occupied ( director ) liable for any accident in a set up 2. Land reforms , conversion of farm land to non agriculture even in notified area 3. Incentive to exporters is all most Nil 4. MSME needs access to Bond market 5. Incentives to put up industries in rural areas are all most No benefits DEMAND: 1. Income tax slabs needs major rehaul

[@PTSD..]

When Dr. Singh started the nation had only a few days of reserves and when he finished in 2014 we were already in top 5 economies. It took 10 years to undo all the hard work of Dr. Singh.

[@SumitKumar-yw3pb]

Check your facts, India was the 10th largest economy in 2014 and India was called as "Fragile Five " economy by the end of Dr. Singh term, also remember In 1991 we were in that mess because of his own party's economic policies for decades such as "license Raj" and "High tariffs", even China (a communist nation) opened up its economy in 1978 and we did the same in 1991.

[@biswajeet9826]

What? What UNDO? Kaunsi class mein hai bhai tu?

[@Tylerkingclub]

Mr. Singh was a foreign stooge. He looted ourr country and spread terrorism and mullaism.

[@parvadhami980]

Top 5? India was 10th

[@saggy768]

Great fan, Mr. Gupta. Keep up the good work. Thanks!

[@ThePrintIndia]

Dear Sagar, Thank you for the generous contribution you have made towards ThePrint. Do keep tuning in.

[@gouthamkondapavuluru1959]

But the fact is that FDI comes to only 5 states of India. Sometimes statistics like this makes me feel how does it make a difference to me.

[@unnisapp6543]

Major reason is Fedrates not yet cut. Which makes money flow in market low. People will have less cash in hand. Most may be withdrawing their Mutual funds in Europe and US for daily spending. Which makes FII to reduce investments in all Global markets. Cash flow always matters. Indian business investing outside is good for our future. Which brings results in long term.

[@teriyade]

Fed rate cuts started in September last year. Educate yourself before spreading misinformation

[@BharatThatIsIndia]

"Modi forced Justin Trudeau to resign." I am just waiting for someone to say that, mostly from our great, independent and genius TV anchors.

[@sarfarajahmed630]

How does that effect any indian citizen directly,it barely have any impact on our day to day life

[@BharatThatIsIndia]

@sarfarajahmed630 No impact. I am just saying that some genius will say this on our TV news.

[@Hawa_Chapal]

500 rupees bet! Those words will come out from Arnab dada's mouth.

[@robinsonfrancis1498]

@@sarfarajahmed630 He is highlighting the mentality of the pro BJP media. The only thing that keeps the BJP core supporters hooked on to BJP is the impression he is Strong leader on the world stage.

[@teriyade]

Arey Vishwaguru hai hum. Led by a god to Amritkal 😂

[@pankajrayapureddy2699]

Liked this format always liked your opinion sekhar

[@BharatThatIsIndia]

Before 2014 - Government was responsible for slow growth rate, less reforms, crony capitalism, etc. After 2014 - People, farmers, young guys needs easy money, opposition, world is against India, State government, etc can be reasons for slow growth, mismanagement, joblessnes, etc but Central Government and specially Modi ji not responsible for any of these. But a Vande Bharat runs (having Almost the same speed as Rajdhani) and it is new India. What about overall average speed of trains which has consistently decreased under Modi government.

[@rajx7120]

This "easy money" will not help, unless structural reforms are done. Without liberalization, excess money chasing fewer goods only causes inflation. Get out of your lazy Keynesianism.

[@BharatThatIsIndia]

@rajx7120 😂😂😂Read again.

[@rajx7120]

​@@BharatThatIsIndiaI read . You are principally wrong.

[@ristags]

​@@BharatThatIsIndiahe will not he is jumping comment to comment defending the government and abusing everyone

[@gouravdamor8001]

Exactly . Bhai dil ki baat bol di tune ! 👏👏👏

[@raghunathiyer1686]

India will keep lamenting on lack of manufacturing, while having an abysmal state of education in govt schools ,these children are a huge human asset who go on to become workers which just isn't happening. Countries prefer Malaysia,Indonesia, Vietnam, Thailand etc

[@divineblessings2101]

Kudos to the print team for this episode.. It was a much needed reality check on economic issues..

[@sanjaypatel7113]

Thanks!

[@ThePrintIndia]

Hi Sanjay, A very happy new year to you and your family. Thank you for supporting ThePrint.

[@JigneshPatel-il1vm]

Rightly concluded that the Government has to do something to increase spending by the large middle and lower middle class.

[@DubAGoor98]

This is actually the best time to sell all non strategic PSU companies and do more bureacratic reforms for making it easier to invest in manufacturing in india for foreign manufacturing concerns

[@usazar]

With this government the ego keeps writing cheques the intellect cannot cash.

[@Jagan612]

This channel would benefit a lot if they invest in an illustrator and editors imagine all the numbers and chats coming on the screen as they talk the impact it could have

[@jaikrishnaullal7776]

Many of us who are not cheerleaders of any party hold your videos in high esteem. Your new mode is even more interesting. Mr Rangan has a flair for communication, without making any snide remarks about anyone but just holding a mirror to t he economy and of course, sadly, our own future. The social media warriors will never ever admit anything is wrong and if the government is also in denial, only God may be able to save our troubled land, or rather, its hapless people

[@sachinik]

Rich discussion and opinions backed by factual data 👍

[@abhisheksingh2035]

Modi can't fix 70 years of Congress mistakes in 10 years. He needs 70 years. In total BJP needs 250 years to correct 250 years British mistakes and 700 more to fix Moghal mistakes In total 1020 years. The golden age will start after 3035. Modi said a similar 1000-year plan

[@deccanheart]

And, we would need another 1,000 years to correct all the mistakes the BJP will make.

[@abhisheksingh2035]

@@deccanheart how u can blame Modiji for mistakes it will all be the responsibility of Khangress, Muslims and Soros

[@manjulashanmugasundaram706]

Another 2500 years for correcting steppes descendants mistakes

[@deccanheart]

@ - Most people who accuse Soros know nothing about him. They are dancing to the drumbeat of unfounded nonsensical narratives espoused by the Godi Media

[@jaikrishnaullal7776]

Wonderful analysis, Abishek. Already we are talking about this and that by 2045 etc when people like me will be dead. It's like driving the horse holding the carrot with a 3 feet pole ahead of it. Our people can be very easily deceived

[@Akshita_7771]

Tough times ahead.

[@aloklal99]

I like this new format. Do more of it.

[@Pankaj81able]

Indian Govt. Should try putting their brakes on the tax terrorism they have been running rampant for a decade now. They should look into ways to improve the disposable income of the Indian people which will help kick start the consumption and improve domestic demand else we are yet to see the grimmer tomorrow. Jai Hind🇮🇳

[@nikhileshdeshpande]

Awesome deep dive 🎉❤

[@Dheerajrathi75]

Very nice one, unfortunately the entire bureaucracy works on mindset of power with no accountability. Come what may this will not change and so will India’s system given the legacy of generations.

[@haria9808]

Rising U.S. bond yields can make U.S. investments more attractive, potentially leading to capital outflows from India and weakening the rupee..

[@jaydeepgadhavi5465]

At 13:30, the steady decline in FPI inflow post pandemic is mainly due to rise in interest rates by the Fed

[@sumedhsingh731]

Wrong, read about Sharad Raghavans articles on FDI. Our share in asian fdi from other countries is also falling

[@jaydeepgadhavi5465]

@sumedhsingh731 Btw that's FPI & not FDI

[@pkdey05]

Shekar, your is euphemism par excellence!

[@mandarp9472]

Main challenge is consumption slowdown in middle class. This is affecting GDP growth, GST collection, stock markets. Income & salaries have not been growing at more than 5% post tax while inflation is at 7 - 8% resulting in reduction in household savings rate, consumption slowdown.

[@2010anilshukla]

Excellent analysis 👍

[@ThePrintIndia]

Thank you, Anil, I'm glad you enjoyed this episode....best wishes, Shekhar

[@FahadHasin]

Liked this new format - suggest doing it more often! Also, Shekhar, I would appreciate if you could do a CTC on BPSC controversy and Prashant Kishor's arrest

[@ThePrintIndia]

Thank you for the CTC suggestions, Fahad, they are always welcome and we will try to do what we can, even if it isn't always possible to cover all issues on CTC. I'm glad you enjoyed this episode. Do keep watching and writing in...best wishes, Shekhar

[@RanjuS-u3q]

Gentlemen, my kindergarten knowledge says that is an FPI invested Rs100 in a FY and took out Rs120 the next year (and let’s simplistically assume the same while calculating for the net FPI investment being negative), wouldn’t it mean that FPIs are actually making money from India ? How can I take out more money than what I have invested, unless of course I have profited? I am no ostrich here with my head buried in the proverbial sand, but I suggest you guys need to provide a more thorough analyses!

[@deadlyninja8391]

Modi govt is failing India. Relative share of FDI is not increasing substantially unlike when China was growing

[@abhisonani6332]

Nice format

[@jayanthlaxman9188]

3 challenges 😅😅😅😅 More like 30000 challenges. Whom are we trying to fool 😢

[@jaydeepgadhavi5465]

At 26:30, LIC bailed out IDBI earlier since it didn't get any buyers

[@balumaliakel8201]

India needs to further open up to attract more FDI..BJP government is also moving to left of center like Congress have done during last 60 years..Our burecracy and infrastructure has to improve more and more. Clean cities and a competitive business and ease of doing has to substantially improve..Domestic people not investing because we are a still a closed economy with high political and burecratic intrusion in everything.

[@samhariharan]

This is an important video. While in general, this was a good discussion, I think SG spent too much time in the beginning on the beginning on the Gross FDI and Net FDI difference, a rather trivial issue I would assume for most CTC followers, and SG's obsession with how people need to know the difference between absolute numbers and percentages. But I think they should have talked of two additional points: 1) There are some FDI (non-portfolio) that are directed at manufacturing for exports, not for Indian markets. These investments are not influenced by sluggish Indian demand so they do not necessarily follow the same logic as Indian business investors. A good example here may be the investments by Foxconn to export from India; 2) FPIs are investing in Indian companies and so they do move their investments based on their expected returns. So here I think competing investments in other markets, including Vietnam, Thailand, and US equities and bonds may cause exit of FPI money. Another potential reason that should be considered is the perception of SEBI regulations and oversight that has been under a minor cloud for some overseas investors since the issues related to Adani have arisen with the Hindenberg reoport and the latest indictment.

[@anuragrajasingh]

Take a paid subscription and then share your feedback. Else just consume whatever is coming your way free of cost on cheap internet.

[@anirbankumarghosh7061]

All US MNCs used to be worried with the cash trapped in India . With Gift City project money can be taken out as well. This is a sign of maturity of Indian economy where money to and from India can move more freely. This at the end of the day is good for India as an investment destination

[@Adi-8529]

Yes. We need urgent, consistent, deep reforms but… we also never forgive a reformist prime minister

[@gouravdamor8001]

forgive ? for what

[@SuperCanonX2]

History will forgive him I pray.

[@d2c9416]

Good discussion format!

[@tsewangstobdan10]

Our country is dirty , scammers everywhere and roads /infra not that great. So it was bound to happen. It’s a structural fault which will eventually drag down the country to new lows .!

[@Rajesh-op8zx]

3.6% after GFC in 2008 to 0.84 in 2023. FDI in % of GDP

[@VijeDerm]

Sg, an eye opener of an analysis

[@danishwalia8105]

Modi meed to leave. FM should resign. Never vote for BJP

[@Naruto-Uchiha724]

Yep that’s right but the path Rahul Gandhi wants us to go is way too left (socialist). He doesn’t want to do land reforms, wants to implement guaranteed msp for farmers, wants to do caste census. these are socialist policies which is going to make the situation worse not better but will fetch him lots of votes. So there is no other option except Modi

[@Ausind-z4s]

@@danishwalia8105 and vote for Congress? They created this mess in the first place.

[@msdadsfsx]

@@Ausind-z4s mess which will take namo 30 years to solve

[@Ausind-z4s]

@msdadsfsx no one can fix this mess. It is a basket case.

[@DataCrusade1999]

​​@@msdadsfsxwhy only 30 take 30,000 years solve it and tell your God Modi to keep solving it🤣

[@kek209]

1: GST needs to be reformed. 4 slabs are too much. Merge the 12 and 18 percent for a 14 percent rate and reduce the 28 percent rate to a 20-25 percent rate. Better yet get rid of the 28 percent rate if possible. 2: cut income taxes. The middle class really needs help and they are the ones carrying the nation. 3. Privatize PSUs. Government should focus on creating and maintaining the regulatory environment not running businesses. 4: focus more on primary education. Education should be 6 percent of the GDP not 4 percent.

[@parvadhami980]

Privatisation will NEVER ever happen. Modi is scared of being labelled as "Sab kuch bech diya"

[@kek209]

@parvadhami980 yeah I fear no one will want to privatize. Plus the public sector and PSU gives reservations.

[@kohinoorchowdhury5682]

Global manufacturing shares by countries wise in 2024 : China contributed : 31.6 % USA contributed : 15.9 % India contributed. : 2.9% Always, we are heard that our country is the fastest growing economy in the world, despite the tall claims made by the government our economy is hollow, when you are not doing manufacturing you are not doing anything. Govt are eying only trading instead of manufacturing. Tourism sector has also been ahead of China in 2024 Tourist visited in China in 2024 65.7 millions and our country is nearer to be 32 million likely.

[@pankajbhardwaj7521]

Great conversation..an eye opener

[@vira1340]

Rupee is crashing. Foreign and Indian investors are fleeing but hey there is a mandir under every masjid. We need to have our priorities straight.

[@PoulamiHazra-p1d]

well structured content

[@amartyaray]

There was a time when the Modi government used to bake good cakes and put a cherry on top. Nowadays, though, the cake is all gone; all we get are spare cherries!

[@parvadhami980]

That too rotten

[@aloksonker]

I think we should also factor in the following: - cyclical nature of the FDI investment, major investors have been in exit mode i.e., on account of listing and M&A, therefore, it should pick up as the exit phase ends; - additionally, Indian PE players are filling the gap left due to exit by foreign PE; - FPI out flow in a short run may be due to global factors i.e., Japan monatory policy, Trump policy; - on the currency stabilization, I agree that it is not a great strategy; - GDP to FDI ratio I am not sure about the numbers (if it is to the difference or only inflow).

[@loveinthelandfill1124]

Arre we kidding ourselves as a developing economy, thinking we can make it work with this cyclical FDI ? The government ain't making it easier for foreign investors!! Come on, they gotta get real and make some changes already.

[@TheRajsidharth]

I think why this has happened is because the US securities researches have been keeping an eye on over leveraged companies like those of adani and ambanis

[@sanjeevkaushal5969]

Well Indians are richer and investing abroad but y the hell u r confusing it with net FDI inflows ...Shekhar Gupta never forgets to honor his old Congress Masters !

[@sachinik]

I wish if you would have also covered why the demand is dropping and opinion on how to improve it. Isn't that boost the investment back, along with the positive impact of reforms, if done.

[@homt7427]

6:30 Dividend outflow is also included in this FDI outflow No economic data is conclusive without comparative study especially in this globalized economy

[@RajkishoreBang]

Excellent work sir.

[@saketdeshmukh6958]

Ratio between Inflow to outflow could give a better picture.

[@rajeevpathak5715]

Great analysis shekhar and sharad sir. The Indian Economy is heading for a very serious disasture govt of the days has been unable to save deterioration and talks big won having much of counter reality. Storm has already started for INR to take it 100 by Feb 25 now. Further the FDI and Domesric Investment concktel tells evrthing about India if you corelate it with GDP number which are also like fabricated and the debt manage of excess of 220 Lacs @ Cr. India does not have substantial money either to pay their debt and keep pace for developments. Now after some time it may even be difficult to borrow as it may be declined

[@DataCrusade1999]

Bhakts will blame Nehru for this economic downturn and call everyone who speaks of economic downturn in India an Anti-national. For bhakts Modi is a god. I have said it before and I will say it again bhakt will be the end of this country. Long live the religious fanaticism of bhakts.

[@b.rajendrannair3949]

It only indicates the domestic investors are investing in both industry and stock markets. Since the situation in the US and European countries is quite bad due to high inflation and lower growth. However there is a need to improve exports to increase the foreign exchange inflows and stability of exchange rates.

[@manut1349]

A COUNTRIE'S DEVELOPMENT AND ECONOMY IS INVERSLY PROPORTIONAL TO THE EMPHYSIS GIVEN BY THAT COUNTRY TO RELIGION.

[@parvadhami980]

Not quite Look at Saudi Qatar

[@manish7908-m8n]

FDI coming in is new investment which matters, outflows is normal when companies want to remove profits, convoluted to Include Indian investments abroad..

[@ArvindLeoPereira]

Tca rocks

[@BlahAndBlah]

Tourism decline is most likely due to higher inflation and lower disposable income in the West.

[@mg.f.9023]

Tourism is in decline because of the trash on our streets, law and order problems and case of tourist being abused and scamed.

[@BlahAndBlah]

@@mg.f.9023 that has always been the case, nothing has changed. Feedback from my “gora ” friends, doesn’t bother them.

[@merebaap8370]

Yeah we Indians have increased our disposable income 10 times in the last 5 years. Isnt it?

[@BlahAndBlah]

@@merebaap8370and your point is? I thought this was about foreign tourists? What am I missing?

[@BlahAndBlah]

@@mg.f.9023 that has always been the case, nothing has changed. Feedback from my “gora ” friends, it doesn’t bother them.

[@mayankhb]

Modi hai to mumkin hai

[@kallachi729]

Great academic coverage… would it have helped if the quality of foreign investments (outgo) by India (like for energy related assets etc…) were also covered? Also the foreign exchange reserves are meant for use during emergencies like now when the value of dollar is skyrocketing, renminbi is being devalued and generally all currencies are down in relation to dollar. Without the full explaination, especially by the economy expert of The Print, the presentation looks like an agenda based effort, though I want to believe it is not - by The Print. Expect better quality being an ardent follower of The Print. Thank you

[@loveinthelandfill1124]

Unkil, regarding energy assets (non-renewable) Russian oil is flowing smoothly and appears quite secure... A modest reduction in fuel prices for Indian consumers would be a capital idea. As for renewable energy, a substantial investment of USD 200 billion is required. A challenging task, indeed, but not entirely impossible.

[@yetanotheropinion.843]

We need to transform from being an “Ashokan” state to being an “Chanakyan” state.

[@udaysahgal]

Great video but suggest to stick to one currency , to get a better perspective. Thanks SG for clarifying that 2.5 tn Rs is 30 bn $

[@saradhprasadrajendra]

60 billion $ for Maharashtra Election...

[@teriyade]

But we are Vishwaguru in everything! Wait until it gets worse with the fools dream we Indians are living in. Amritkal is here

[@manish7908-m8n]

Markets were overvalued profits were removed

[@ajitmanke2195]

Key is generating demand but how do you put more money in hands of citizens ? Can India manufacturing become globally competitive and agriculture sector more profitable? Does anyone have solution to these three challenges without resorting to freebies ?

[@mank1651]

Gupthaji... it is interesting to see a Hindutva freerider recognising the realities of Majoritarian Religious Cultural Nationalism he champions.. You write for non-existent temples underground,then you will have to one day speak on low fdi, unemployment etc Enjoy and Happy newyear.

[@kedargharpure]

Interesting analysis. Do you also have a view on how much Indian companies have invested in India Vs abroad? Thank you.

[@niara6]

Corruption is making indian investors move to other countries.

[@Maiazaadhoon]

We have voted bjp and congress out, only congress used to do corruption

[@niara6]

@@Maiazaadhoon using word only is an exaggeration, keep in mind humans are fragile and susceptible to their own lust and needs

[@niara6]

@@Maiazaadhoonusing the word only is an exaggeration; not to forget that humans are fragile and susceptible to their own lust and needs

[@raghvinderjoshi4667]

Someone has to show us Indians the mirror. Indians wanting to invest abroad instead of investing in India is really telling. Decline in net FDI is really alarming. Government of India needs to wake up and take notice of this trend.

[@manish7908-m8n]

Reforms that need to be done by CMs were factories come up not being done

[@Gulzarahmad-il7eo]

Big jolt for indian economy is ,that foreign tourists have changes the destination,s not coming to india, i am witnessed lakhs of foreign tourists including NIR was visiting Kolkata,but unfortunately this year we have received finger trips upto January 6 2025 ,now no chance because holydays are almost completed in Europe.mostly effected our small Business,s .