Earnings Growth In India – Ambit Economy: M+R+T ResetsGuest Post
The election of Modi (M), the appointment of Rajan (R) and the advent of Technology (T) set off a collapse in earnings growth in India from FY14 (refer to our note titled ‘M+R+T = Earnings recession in India’ for details). Whilst the M+R+T resets have been disruptive in the short run, in this note we describe how the policy decisions triggered by M+R+T have propelled a silent revolution in ‘access’ to end-markets, capital . . .
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