Скачать или смотреть How Wealth Really Compounds, India’s Credit Revival, Capex, Trade & China Risk

True wealth compounds through ownership of productive assets, not property, a divide that explains why inequality widens quietly over time. India’s repaired banking system is enabling a safer credit upcycle, while a broadening capex cycle improves durability across sectors. The trade deficit looks large but is largely explained by oil and electronics, even as PSU dividends quietly outperform disinvestment in supporting public finances. Against this, China’s history of stimulus-led equity rallies highlights the limits of liquidity without returns on capital, while India’s manufacturing rise and stabilising IT sector reinforce a slow, execution-led growth story.

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