2020: The Year of Comebacks “The future is only the past again, entered through another gate.” – Arthur Wing Pinero Our expectations for India : In 2019, the political power moved from India to “Bharat” as we saw in the national elections as well as the resurgence of local parties in the state elections.
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Below is some bits & pieces from Managing Partner letter to our investors in this uncertain time.. The current move in the financial markets is unprecedented and not seen by many market veterans in their lifetime. The impact of corona virus epidemic and lockdown of countries on the global economy is tough to estimate, which is making the market react to this known-unknown.
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A lot of revisions of Indian GDP growth rates downwards have hit the news recently. One of the ways to counter this trend and In order to ensure a durable and sustainable economic recovery, India needs strong and decisive action.
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The Indian Government staring at slow growth for the past few quarters has come up with a plan to induce investment-led growth, by slashing tax rates for corporates by a headline 10% (actual impact would be closer to 5-6%, given the various incentives and exemptions already in place) and thereby improving average EPS by 8-10% for most companies in India.
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