Monday, September 16, 2013

To let the air come out of the bubble...


Article;
Concentrated wealth only 3 taxpayers are costing real-estate sector dearly.

Comment;

To let the air come out of the bubble (i think) the RBI needs to increase interest rates which will also bring the demand down due to lower interest rates on home loans. Fiscal policy has pumped so much liquidity in the system that the economy has reached its limits pushing the prices above the roof in the face of higher wages/income. Both monetary and fiscal can give demand a boost... Therefore liquidity is coming out of fiscal policy. The RBI while manipulating interest rates should also take into account the Fiscal-Deficit. Everybody is admitting that it (the deficit) is high including rating agencies… The rate of inflation may be gauge of liquidity in any system, we even make use of the notion that “more money supply, more inflation”. Therefore, money supply can also be increased/decreased through fiscal policy, too... I’ve heard many people saying that there is a problem of liquidity but when we see the rate of inflation (above 10%) we have a “ real-gauge of liquidity” too. I think our (new) Governor will take fiscal deficit (too) into account before deciding for interest rates. I think we have case for increasing interest rates…

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