FourLions Capital

Dhruv Goyal on the Resilient Rupee and India’s Macroeconomic Shifts

Dhruv Goyal on the Resilient Rupee and India’s Macroeconomic Shifts

Over the last 20 years, the Indian currency has held a steady depreciation rate of ~3% on an annual basis- Dhruv Goyal. India is experiencing macroeconomic conditions that are truly unprecedented. It shines as a beacon of hope in a slowing global economy. According to the IMF, India will contribute 17% of global growth in CY 2024. Increased tax receipts driven by economic formalisation and strategic reductions in revenue expenditure have led to a period of fiscal consolidation. This has enabled retail inflation to fall to ~3.5%. Further, India’s balance of payments continues to improve on the back of higher…
Read More