Coffee Can Newsletter – January, 2020

While we are eternal believers in the Indian growth story we are cognizant that the economy in its current state is facing certain deep rooted challenges. Government target of a $5 trillion economy by 2024, would necessitate steady real growth of at least 8-9% pa here on which is presently not the case. A quick look through the rear view mirror can help give us some perspective on how we got here and what lies ahead.