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    Valuation Gap between Indian subsidiaries of MNC vis-a-vis Holding company and their emerging markets counterparts

    @cn17 You've obviously done the quantitative analysis, but yeah Indian equities are "premium emerging economy". Maybe it's a political/fiscal stability premium, or maybe it's just that we use English everywhere so reports/analyses etc. are a lot more accessible, or maybe it's just a halo or...
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    Stimulus/Revival Package - Tranche 5 - May 17

    @johanna03 Increased NREGA outlay would directly address demand in rural areas. But it is a small sum - 3B USD. (For comparison, American stimulus payments were 400B, and they're planning on doing it again). But it is a measure that directly addresses the problem, FWIW. Liquidity and guarantee...
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