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Macronomics: Green Shoots and Why We Think Interest Rates Are Likely To Fall in 2019


The macro is never important until it is. Right now, there's some fear in the market about :

IL&FS . If you say IL&FS the stock market falls. NBFCs. Which is another four letter word, and the wrong one apparently. The fear is they will all default and then go to zero. Interest rates: the US will keep raising rates and we'll all die. Indian fiscal deficit: The government is in deep trouble and . . .

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