I want to start with something you've spoken about in the recent past which is the growth forecast of India the GDP. You talked about it being 7% which is on the high end amongst your peers. Give us a sense of why that's the case and what are the writers that it depends on.>> Yeah, just uh next week we're going to get the uh the September GDP data and my sense is that's going to be close to about 7 and a half%. It's got a little bit of the GST cut boost. the fact that you know we announced it around the mid ...

Well, right now the tariffs are very high on India because of the Russian oil and they've stopped doing the Russian oil that's it's been reduced very substantially. Yeah, we're going to be bringing the tariffs down. >> Trump's tariffs, a US trade deal that hangs fire, China hostility and middling growth.2025 seems like a year in which India's political and economic fortunes were clouded. But economist Nil Kant Mishra disagrees. The real story is in the business cycle in India on how the reversal of monetary ...

Though we are getting limited amounts of economic data during the federal government shutdown, the official and private sector data we are receiving generally paints a positive picture for U.S. economic activity. For example, the official Consumer Price Index (CPI) numbers released in late October showed that inflation is persistent, but the monthly update came in a little lower than expected. Despite all the headlines around a soft start to the year for GDP growth, such as uncertainty around tariffs and ge ...

(Subtitles may contain inaccuracies) We had President Lee saying that the BOK did the right thing when it held rates steady instead of cutting rates because that would boost the property market further. Saying the property market is a ticking time bomb. What's your take on whether or not the property sector is in fact one of the considerations for your monetary policy decisions.Yes. Definitely property prices, especially in metropolitan area and Seoul, affect the financial stability. And price stability is ...

Wage Disparity & Economic Trends - Globalization has shifted wealth from workers to corporations and stockholders due to increased global competition [1] - The current average hourly wage is $31 [1] - If wages had kept pace with GDP growth since 1971, the average hourly wage would be $104 (a 335% increase) [1] - If wages had kept pace with the stock market since 1971, the average hourly wage would be $283 (an 813% increase) [1]

中国“#十五五”规划建议辅导读本：“十五五”和“十六五”时期GDP需要年增长4.17%；中国未来10年GDP潜在增速完全有条件支撑年均4.17％的增长。外汇交易员 (@myfxtrader):#新闻 #十五五 #全文 中共中央关于制定国民经济和社会发展第十五个五年规划的建议（2025年10月23日中国共产党第二十届中央委员会第四次全体会议通过）中国共产党第二十届中央委员会第四次全体会议深入分析国际国内形势，就制定国民经济和社会发展“十五五”规划提出以下建议。 ...

Summary of Key Points from the Conference Call Industry Overview - The macroeconomic outlook indicates a focus on global GDP growth, particularly in China, the US, and the Euro area, with specific forecasts for the years 2025 to 2027 [1][4][5]. Key Economic Forecasts - **China**: - Real GDP growth forecasts for 2025, 2026, and 2027 have been raised to 5.0%, 4.8%, and 4.7% year-over-year (yoy) respectively, up from previous estimates of 4.9%, 4.3%, and 4.0% [1][5]. - This increase is attributed to the government's commitment to enhancing manufacturing competitiveness, increased government spending, and improved export growth expectations [1][5]. - Inflation expectations for China are projected at 0% for Consumer Price Index (CPI) and -2.6% for Producer Price Index (PPI) this year [5]. - **United States**: - GDP growth is expected to slow to 1.2% in the fourth quarter of 2025, with a full-year growth forecast of 1.9% [4]. - Core Personal Consumption Expenditures (PCE) inflation is anticipated to rise to 3.0% yoy by the end of 2025, with an unemployment rate expected to reach 4.5% [4]. - The Federal Reserve is projected to implement one more 25 basis point rate cut in December 2025, followed by two additional cuts in 2026 [4]. - **Euro Area**: - Real GDP growth is forecasted at 1.4% yoy in 2025, with core inflation expected to stabilize around 2.3% [4][5]. - The European Central Bank (ECB) is expected to maintain its current policy stance due to anticipated better growth and target-consistent inflation [4]. Global Economic Dynamics - The report emphasizes the importance of monitoring US policy, global fiscal dynamics, and geopolitical developments, particularly the ongoing tensions in US-China relations and the situations in Ukraine and the Middle East [5]. Additional Insights - The global economic growth is projected to slow to 2.7% yoy in 2025, influenced by higher US tariffs and other economic headwinds [4]. - The report highlights the potential risks posed by fiscal pressures in major economies, including the US, UK, France, and Japan, which could have significant macroeconomic implications [5]. Conclusion - The macroeconomic outlook presents a cautiously optimistic view for China, while the US and Euro area face challenges that could impact growth. Investors are advised to remain vigilant regarding policy changes and geopolitical developments that may affect market conditions [5].

ICICI Bank Ltd., "ICICI Bank's implied upside as of Oct. 3 was 23.2%, the third-highest among the 20 largest banks in Asia-Pacific by market capitalization," the report said.Banks have gained on the back of government reforms which are supporting growth in the world's fastest-growing major economy. "Bank shares have gained after the government simplified goods and services tax rules and slashed the levies on most goods in September to spur economic growth. Most economists expect the The central bank kept it ...

That thing inflating before us like the Ghostbusters Stay Puft Marshmallow Man? Now, we know it’s not a bubble. Nearly half of professional investors surveyed in Barron’s latest Big Money poll, published Thursday, said they were optimistic about the market’s potential over the next 12 months. It’s a major reversal from the pervasive pessimism that took hold earlier this year, and historically speaking, it looks pretty accurate, based on the length of past bull markets. SUBSCRIBE:  Receive more of our free ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the Chinese economy, particularly the industrial production, fixed asset investment, and retail sales sectors, as well as GDP growth forecasts for 2025 and 2026. Core Insights and Arguments 1. **GDP Growth**: China's Q3 GDP growth moderated to 4.8% year-on-year (yoy) from 5.2% in Q2, slightly above market consensus of 4.7% but in line with forecasts. Sequentially, GDP growth showed a slight acceleration to 1.1% quarter-over-quarter (qoq) non-annualized in Q3 from 1.0% in Q2 [1][10][20]. 2. **Industrial Production**: Industrial production (IP) growth rose significantly to 6.5% yoy in September, exceeding expectations, driven by stronger exports and increased auto output. Sequentially, IP gained 1.4% month-over-month (mom) non-annualized in September [3][13][20]. 3. **Fixed Asset Investment (FAI)**: FAI growth remained depressed at -0.5% year-to-date (ytd) yoy in September, with a notable single-month decline of -6.7% yoy. This was attributed to ongoing "anti-involution" policies and a prolonged downturn in the property sector [8][14][20]. 4. **Retail Sales**: Retail sales growth slowed to 3.0% yoy in September from 3.4% in August, impacted by weaker offline sales and the fading effectiveness of the consumer goods trade-in program. Online sales showed slight improvement [9][15][20]. 5. **Services Sector**: The Services Industry Output Index remained stable at 5.6% yoy in September, indicating resilience in the services sector despite challenges in retail sales [16][20]. 6. **Property Market**: The property market continued to show weakness, with significant year-on-year declines in new home starts (-14.4%) and property sales (-10.5% in volume) [11][18][20]. 7. **Unemployment Rates**: The nationwide unemployment rate decreased slightly to 5.2% in September from 5.3% in August, although youth unemployment remains a concern at 18.9% for the 16-24 age group [19][20]. Adjustments to Economic Forecasts - Full-year real GDP growth forecasts for 2025 and 2026 have been raised to 4.9% and 4.3%, respectively, reflecting adjustments based on Q3 GDP outcomes and historical data revisions. The growth target of "around 5%" for the year remains on track despite US-China tensions [1][20][37]. Additional Important Insights - The effectiveness of existing easing measures is diminishing, necessitating targeted easing to ensure stable growth and employment in the coming quarters [20]. - The majority of recent easing measures' growth impulses are expected to materialize in late 2025 or early 2026 [20]. This summary encapsulates the key points from the conference call, providing a comprehensive overview of the current state of the Chinese economy and its outlook.