Macro Maniacさんのイラストまとめ
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Macro Trader (Stay Nimble, Be Humble) | Visiting Faculty (A Teacher is a Student) | Lyricist and Composer | Inventor of Pixel Map 🟥🟧🟨🟩
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Nominal Growth of 17-18% is possible in India. This is what Equity Markets is pricing.
Fiscal Deficit will be closer to 6% due to strong revenues. This is what Bond Markets are pricing.
Current Account will be closer yo 1% of GDP. This is what "stable" USDINR is pricing.
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