Fair is Foul and Foul is Fair.

A Thought about the Indian Stock Market Future

“Fair is foul, and foul is fair;
Hover through the fog and filthy air.”

This line from Macbeth comes to mind regarding the current global news stream. As an investor, my preoccupation is economics and not politics.

These famous lines from Macbeth come to mind when analyzing today’s global economic landscape. As an investor, my focus is economics rather than politics, but the two are deeply intertwined, shaping markets in ways we cannot ignore.

The Paradox of Good Intentions

They say the path to hell is paved with good intentions, and in this case, former U.S. President Donald Trump seems to have emerged as an unlikely saviour for India’s struggling markets. However, to understand the trajectory of the Indian economy, one must separate short-term disruptions from long-term structural realities.

What Ails the Indian Economy?

Rather than taking a macroeconomic approach, I will narrow my focus to investing — my core area of interest. However, given how economic policies impact financial markets, it is crucial to establish a framework to understand where we stand today.

One key issue plaguing India’s economy is the government’s aggressive push for capital expenditure (Capex) in infrastructure. While this is necessary for long-term growth, it has…