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3/22/2010 1:10:44 PM

The World After 2009

As the world economy rebounds, the influence of second and third world will increase on the dance floor of world politics. The Asian and Latin American countries will be driving the world economy and western economies will retreat in the favor of these new Titans of economics empowerment.

This will bring about a permanent change in the world as Industrialization brought in Europe. India and China in Asia, Brazil in Latin America and South Africa in Africa are new representative this new world and they will decide the new world order. It may not seem so significant as of now but the signs are there.

India, Brazil and South Africa are the economies, which are basking on their domestic demand and being led by domestic consumption. China may be a concern as it is hugely dependent on export and has restricted economy and seems not to have fair and free policies in place. This may be a cause of concern but the overall economy of these three continents are very much favor arrival of new world order. And even if China fails to meet the world’s expectation, a new world order is sure to be written.

3/22/2010 1:05:33 PM

Inflation and Indian Economy

RBI has increased policy rates Repo Rate and Reverse Repo Rate by 25 basis points. Now the key policy rates are bank rate 6%, Repo rate 5% and Reverse Repo Rate 3.5%.

As expected, the central bank of India has started tightening the monetary policy to tam the inflationary pressure on economy. This month or next the general lend rates are going to increase. And this will not be good for the reviving economy; which has started show its strength.

We have seen increase in petroleum products price and expect some more such hike in current future specially in gas and kerosene price. Milk and other food items are showing upward price movements. These hikes and movements are now increasing the inflationary pressure in non-food articles as well. This is anyhow not good for the overall economic growth.

We do need to take care of inflation but by what route is always tricky. The realty sector and long durable sector has just started reviving the demand and it pick season is in offing. At this juncture RBI has increases the borrowing rate. This will hurt the demand in these sectors. It will quite difficult for the companies to increase their top line. This is a negative incentive

 

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