The GOI should invest more capital in (FOOD) storage because a
third of it has a poor shelf life without proper storage... Higher income of
farmers could increase farmer's stockholding and release when prices are
high...
The difference between whole sale market and the retail market
is a game of 4% profit loss daily, the prices, other than the stock market, are
less volatile in the absence presence of capital and the stock or demand supply
and expectations... which could lead to higher farmers' stockholding and
inflation adjusted prices...
The ability to hold or save is important... Lower irrigation
facilities and higher cost is a much bigger problem coupled with capital
investment...
MGNREGS should be transformed to GOI's SKILL DEVELOPMENT Program...
It would increase productivity of the RURAL INDIA... It would help save labour
and could increase productivity of the economy... Think not of labour alone...
GOI's implementation and information transmission mechanism, the
case of the GST, to public is taking too much time or too slow... which has
obstructed the revenue growth…
The RBI should give the pricing power to the markets by giving a
limit to nominal income (real income plus inflation) at 10% to clear... it
should drop the inflation target to 10... also by lowering the borrowing
cost... it has not limited inflation in the securities... It has limited
nominal income of the rest of the economy...
RBI may try to reduce the borrowing cost inflation... Flow of
goods and services should lower inflation and increase real wages... Real rates
have improved due to lower inflation and expectations... in a World of negative
real rates...
Automations are capital intensive or require capital (money)...
In INDIA the borrowing cost is higher compared to the developed and capital
rich countries with few bottlenecks in supply... However, it has a plenty of
cheap labour... which points to employ more labour than automation which is
dear and require skills...
Skilling and re-skilling to increase productivity of the
labourforce, according to industry needs and demand, would increase job
creation... Education and internet education ( or self education) is important
for self employment and business and entrepreneurship... It would help
facilitate informed decisions and minimize risk...
Lower wages in INDIA could help to integrate with the global
supply chain and value addition through increase in productivity or production
in labour intensive line of output due to lower cost and prices... Exports are
important for jobs...
Spend to increase production at lower cost and increase
employment... The economy is going through a lower price period... except the
borrowing cost... which could also reduce interest on PUBLIC DEBT...
Stock cycle is different from the stock market cycle.. A company
with a credible and consistent performance is the best insurance... If a stock
is good, people form very higher expectations, suppliers (offers) supply more
at higher prices and demanders (bids) demand more at lower prices... resulting
in higher prices... When risk is there... there is more profit... Look out for
credible performance... it is safe... consistent, too...
No comments:
Post a Comment