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Macronomics: You're Not Going To Believe How Much Banks Have Loaded On This Sector

You know what's scary? This statistic: Home loans are the second largest sector for bank lending in the last year, after large industry, in all non-agri credit.

This is hugely significant:

• TCS and Wipro are firing large swathes of mid-income (15L+ per year) people in India.

• Home prices are dropping, at least in Delhi and possibly in other places too . . .

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