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Trend 10: Real Estate Trends: An Opportunity in Distress

Investment Outlook – Trend 10, Published Mar 16, 2017

Shrewd investors are seeing the potential for investing in distressed real estate assets across India. Already, some investors are buying such assets in tier II and III cities where such value-buys could be available. Value Unlocking Possible The second half of 2016 has thrown opportunities for value investing in select micro-markets for reasons of over-supply…

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Trend 9: The Finance Minister’s Gambit: Balancing Fiscal Expansion with Prudence

Investment Outlook – Trend 9, Published Mar 16, 2017

The overall FY18 budget was fairly expansionary with expenditure up 6.6% even on a high revised base in FY17. The expansionary budget notwithstanding, the Finance Minister (F.M.) pegged the fiscal deficit for FY18 at 3.2% of the GDP and remains committed to achieve 3% in FY19. Workman-like Budget Delivery The balanced fiscal prudence should likely…

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Trend 8: GST-The Good of it

Investment Outlook – Trend 8, Published Mar 16, 2017

The introduction of the goods and services tax (GST) is a long-awaited and game changing tax reform, aimed to simplify and rationalise India’s indirect tax regime. The passage of the legislation by the parliament is a major milestone on the road to the introduction of the GST. Structuring the GST The tax reform is expected…

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Trend 7: Demonetisation-Snatching a Hard Fought Victory

Investment Outlook – Trend 7, Published Mar 16, 2017

While there has been immense short term pain, the Economic Survey FY17estimates long term gain in the form of 6.75-7.5% FY18 real GDP growth. This should stem from an increase in the tax base as curbs on the estimated INR 3 lakh cr. black money (Economic Survey) are being made. Rise of the Digital Economy…

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