Friday, September 6, 2019

Deep Politico-Economic changes at a faster pace in INDIA - Time we got used to it.

So how many number of times we have read and seen reports about change in India being very slow?

Well times seem to have changed and here are some dates -: 


  • 23rd May 2019 :  Modi Govt. wins Indian General Elections 


  • 15th July 2019  : Union Budget is presented by new Govt.  Controversial Taxes on FPI (Foreign Portfolio Investors) and super rich introduced.


  • 3rd August 2019 : Article 370 and 35A are abolished in Jammu & Kashmir.  The state is bifurcated into two union territories - Jammu & Kashmir and Ladakh.

  • 23rd August 2019 : Union Finance Minister announces big reforms;  Surcharge on FPIs (Foreign Portfolio Investors) is  abolished. 

  • 30th August 2019 : Govt. announces Mega Merger of PSU Banks. Perhaps the biggest merger. 

So when was he last time anyone saw such large changes happening such fast in India?



BJP's ELECTION MANIFESTO - MAJOR POINTS 
(SOURCE : TIMES OF INDIA)




While depending on what your beliefs are you could either be convinced with these changes or not,  but one thing is clear - the pace at which this govt. is introducing changes has gone up. 

One of the reasons could be that this is a majority Govt. in India ( a non - coalition govt.) after a long long time - perhaps a gap of 20-25 years. 

Purely from a Equity Market standpoint each of these event have a sentimental impact on the markets. 

Some changes will also have a more fundamental - long term impact.

It's time we got used to this.