Tea Break @KotakSecurities #KotakMidCapMeet15

wealthymattersA gentleman attracted by my media tag, buttonholed me to ask why the media was so negative on the economy?
Short answer, I’m leery of all rosy stories involving leverage and predictions. And Modinomics involves huge credit creation. Debts become due some or other day and we can’t avoid paying them ,unless we plan on reneging on our word.
Making predictions about factors not within our control is a bit of nonsense. And Modiji’s vision has too many such predictions.

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