Wall Street Week Staying Above Water | India-US relations, the luxury industry reimagined, trouble with regulation, zombie companies
12 snips
Mar 1, 2025 India's growth story faces complexities as US relations shift. The luxury industry grapples with sustainability and the rise of secondhand retail as potential saviors. There's an intriguing discussion on deregulation and its mixed effects. Plus, the fate of 'zombie companies' is examined, highlighting the struggles and comebacks of brands like Barnes & Noble. Insights into the detection of these struggling firms reveal key financial indicators that could signal their fate.
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India's Growth Story Slows
- India's Nifty 50 outperformed the S&P 500 from 2021 until recently.
- Foreign investment inflows have significantly decreased, signaling a potential slowdown in the India growth story.
India's Realistic Growth
- India's stock market has historically provided good returns, comparable to the U.S. market.
- The country's trend growth rate is likely closer to 6% than the previously anticipated 7-8%.
India's Growth and Demographics
- India's 6% growth may not be sufficient due to its aging population.
- The country needs to create more jobs to fully utilize its young workforce.
