|
Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with
Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with stocks is done. Now companies need to report real profits to bring earnings numbers and earnings re GDP to meaningful levels. On the other hand it may be that investment is picking up and companies are tempted to take investment spend out of net income - which is a bad practice. Chart which comes from firstpost.com and gentleman named Vivek Kaul
Chart shows that Indian investment case is not as clear cut as it looks on the headline growth number. We also think that initial frenzy has with stocks is done. Now companies need to report real profits to bring earnings numbers and earnings re GDP to meaningful levels. On the other hand it may be that investment is picking up and companies are tempted to take investment spend out of net income - which is a bad practice. Chart which comes from firstpost.com and gentleman named Vivek Kaul 
| 