As China falters, foreign investors put bets on India

中国经济不稳定的情况下,外国投资者将赌注押在印度
HT Correspondent, Hindustan Times, Mumbai| Updated: Aug 28, 2015 23:20 IST

The slowdown in the Chinese economy has shifted focus of foreign investor attention to India, with macro stabilities such as comfortable fiscal position, low inflation and adequate forex reserves coming in India’s favours.

Among all the factors, the Reserve Bank of India’s forthcoming monetary action is likely to be the most visible, as an interest rate cut is widely expected to boost corporate profitability and increase consumption. This will balance the government’s fiscal spend and give India an edge over China, according to experts.

Taking note of the country’s  growth potential, foreign media reports on Friday also suggested the emergence of India as a favourite investment destination, if the Chinese economy falters.

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Abhishek Gupta and Indranil Sen Gupta of DSP Merrill Lynch said the US Federal Reserve’s plan to raise interest rates will make it easier for RBI governor Raghuram Rajan to cut rates by 25 basis points by September. A Fed rate hike signals US recovery as “it stimulates export demand and reins in global commodity prices. Finally, it supports the rupee by rekindling risk appetite for high-growth emerging markets,” they said in a report.

Although the US Fed is scheduled to raise rates in September, the recent economic slowdown in China could likely push back the schedule, according to policy makers. While it was widely-expected that a rate hike would pull out FII money from emerging markets, including India, experts said it would also signal a revival of confidence in global growth by the world’s largest economy.

Markets will also watch for August auto sales data, Purchasing Managers Index and passage of key bills, including GST Bill, for possible triggers ahead, analysts said.



源:http://www.hindustantimes.com/business-news/as-china-falters-foreign-investors-put-bets-on-india/article1-1385304.aspx

国外网友评论 0人跟帖    2711人参与

Devendra Kaushik

At 1980 GDP of China & India was same but now China is 10.5 times more than India! Who was dat great economist prime minister? What they hav done for economy by destroying d right of majority like anti-h*ndu in d name of Secularism in d mask of Economist ? What they hav done for nation? nothing!!! Only preached secularism by kicking H*ndus, Ja1n, par5ies etc 2 appease only 1 community.

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John Rock Reply to Devendra Kaushik

but your are conveniently ignoring the fact that China opened its market (1978) 13 yrs before India (1991). Obviously India can surpass China's GDP (which is NOT 10.5 times but double the size of India) with sustained high growth rate. This is only tip of the iceberg. India would surpass both US and China with a GDP (ppp) of 85 trillion dollars in 2 to 3 decades before 2050 (according to Knight frank and citi bank reports)

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Haider Ali Arian

The day you got hit with Pakistani nuke .. Your all GDP will burned away with your monkey Gods

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John Rock Reply to Haider Ali Arian

hehe I can smell jealousy seeping out of all you paki "a@@" Your Chinese brothers are going down along with your American uncle. Fall on the feet of hindus and beg for mercy. We might forgive you people like how we forgave ghori.

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Ashok Reply to Haider Ali Arian

You stupid idiotic blood drinking satan , go to the hell.

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CANDOR Reply to Haider Ali Arian

Who is scared off man? Only destructive minds think in this way. It takes lives to build up things but seconds to destroy. And you are daring to speak like inviting own wrath. What do you think India won't strike first and so lethally that Pakistan cannot react? With Pakistan inflammatory speeches and threats, it will happen for sure.

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Murthy Reply to Haider Ali Arian

Haider bhai, Is your jealousy over Indian Economic upsurge so strong that you want to dream of nuking us? Well, the world has some mad people also. What has to happen will. But, please note, your 'dream' will not end with you still standing as in the photo, only a few bones, not even your full skeleton will remain, when we send our 'Diwali' your way.

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Murthy Reply to Haider Ali Arian

Forgot to say, yes, possible that "all our GDP will be burnt away" but our "Hanumanji" will remain. You will not understand this, "Easo Avasyam idham sarvam", including monkeys - "All this is lived in by Easwar", including monkeys. Haidar Bhai, you, me and the monkeys share 99% same DNA- scientific fact, sorry, I forget your science is all in only one book.

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Mr. Bernard Wijeyasingha

Some of the biggest problems of China's economy are
-Exports of goods and services are not selling even after the Yuan was devaluated.
-The Stock meltdown of China resulted in a world wide loss of around 5 trillion dollars.
-At the same time the commodities market has been hit. Iron ore is half its value.
-China is also selling US treasury bonds.
-world crude oil has dropped to around 40 dollars per barrel when it was as high as 106 dollars per barrel.
-Finally China is beginning to sell some of her vast stockpile of gold.
If this continues for too long no market will be immune.

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Aks Amu Reply to Mr. Bernard Wijeyasingha

I think the biggest reason is the PBoC intervention in the market. Unfortunately this type of intervention is not sustainable. Continue to short the Yuan in the near future.

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Mr. Bernard Wijeyasingha Reply to Aks Amu

I agree but just take the commodities market. minerals and ore have tanked. India is a major exporter of minerals and metals.
secondly if China continues to sell gold it will gut India's gold reseres and the average person who invests in that metal
If the mid east cannot sustain 40 dollar barrel oil it will slam the Indian migrant workers in the mid east.

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Murthy

What little I know of China's history shows very energetic and hard-working people doing great things, BUT they push too far, build too high, too fast, that the edifice breaks up, if not collapse. The Great wall of China, built at so much sacrifice of men, women and monies, NEVER stopped northern tribes from over-running part of China. As for India, it is the TORTOISE which moves slowly but unlike the HARE keeps moving. The Hare runs fast but rests for too long because it has strained its limbs hopping about too hard, But in India, Hardik Patels, the Gujjars and Jats must stop burning buses, trains and disrupting daily life. Joker politiians like Lallu Prasad and Dynasty hounds like Mani Shankar iyer and Diggy Rajah should be detained in Lunatic Asylums. Then India's tortoise will move a little faster,

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Aks Amu

Indian Rupee should be added to the existing global currency over RMB.

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CANDOR

If Indian businesses are run in fair manner, they are much profitable. Tendencies to take out 50% profits in cash and show as expenditures to evade taxes and invest in real estates are suicidal. We still care for stable economic lives, not default on loans, quality and infrastructure and expenditures within our means. These strong roots make Indian environment better. Exceptions are always there but by and large, Indian business is clean. I was scared about many businesses during my 25 years shipping stint so far but rarely stumbled to bad customers. The risky businesses are pushed through dealers who pay us in time and continue to battle with customers. Basically, you need business acumen and decision making.

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Ashish Jain

India has to use this opportunity to substantially support the start ups in Defence sector for the new generation technologies.
US Government spends around 100 Billion Dollars to prop up the Defence start ups that will make them cover various aspects of war and in turn ends up developing technologies that cover other civilian based aspects as well.

India lacks innovation and encouraging environment in our Universities and most of the start ups are only busy in setting up retail shops and trying to grab the retail market, this is not where Government of India should support them.

If I were in Modi's shoes I would support heavily and subsidize high end technology development by international companies as well as Indian companies for starting up defence technology in the following important areas which proves our capability to the World and encourages more investment.

1. Radar Technology (Reconaissance UAV and long range Radars)
2. Satellite Communication Systems which are encrypted for both
GPS based applications and both way communications.
3. Friend and foe identification to avoid friendly fire during War
4. Jet Engine technology
5. UAV technology which can deliver weapons both gun turret and hellfire missiles on the line of Predator that US Defence uses
6. Altitude changing satellites that have a life span of 10 years to watch closely what is going on near our borders for intelligence systems
7. Powerful optics with high resolutions so that we can detect distances of metres through satellites.
8. Thermo Imaging Systems that can detect in Kashmir for Indian Army the terrorist from miles and carry memory so that they can detect if terrorist was somewhere.
9. Companies that use these satellites to look on the borders and whose only job is to find out issues and report to the Government for which they receive money every time they report something critical and important. A large set of intelligence collected private organisations.

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Ashish Jain Reply to Ashish Jain

We have to prepare everyday for a war like situation that affects us on our borders with Pakistan and China.
The day we tire, the day we build risks on ourselves.
Our inspiration should be Israel which cannot afford to sit quietly on a single day.

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MyTake

India with its democratic power structure and and English speaking tech pool should have been ahead of China years ago! Why not that's the question!

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Maaq Reply to MyTake

"English speaking tech pool" you mean like Mr. Tom Patel?.

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Vissionary

Can TCS, IBM, Accenture, Infosys be set up in AGARTALA which will provide job and ray of hope to many ?

Is there any ray of hope for TRIPURA ?

Lakhs of Educated Youths (and their families) of TRIPURA (2nd highest populous state in NORTHEAST) have been languishing in complete frustration for over a decade now (recent news on TRIPURA can be referred for details) due to lack of --> Progressive Economic policies, Meaningful development, Best of the industries and quality professional employment opportunities, Best of the class healthcare, Proactiveness in being nationally and globally competitive.

Does anyone know why capital AGARTALA is not yet even an inch near to a tier-2 city like PUNE ?

Does anyone know what TRIPURA have achieved (in terms of giving its educated youth much needed professional career opportunities at par with other progressive states) till date by focusing only on natural resource (rubber, bamboo, plastic) based industry, which in progressive states (e.g. Karnataka, Maharashtra) is considered as intermediary industry, while IT and High Tech industry (in Software Export) are the prime economy drivers !! Does any one know WHEN BRAIN DRAIN would be REVERSED in TRIPURA ?

Does anyone know WHY poor and lesser educated people are still not able to live a life with self dignity - at par with those in other progressive states (e.g. An Healthcare firm or IT MNC firm not only employs Doctors, Engineers, Managers and other graduates - alongwith them there are many other supporting and maintanance staffs who get due trainigs, well paid and can make their own career as well !!).

Does any one know HOW LONG (and WHY) people of TRIPURA (Youths especially) have to languish in backwardness when rest of the progressive states are vying for attention from top IT MNCs and High Tech firms to set up their base ??

If tier 2 cities like PUNE, GURGAON - (with top talents from India making careers in these cities) - can achieve same through right mix of people, policies, push and willingness to embrace technology and competition - why can't AGARTALA ?? Does anyone know what is (national and global) COMPETITIVE INDEX of AGARTALA CITY ?

Hope much needed ECONOMIC VIBRANCY (like Bangalore, Mumbai, Gurgaon, Pune, Chennai, Hyderabad) is created in AGARTALA (to emerge as new SMART CYBER CITY of India!) with best of the policies and setting up of World Class Infrastructures.

Really hope leadership in CENTER, TRIPURA Govt and Other Concerned DIGNITARIES takes a FUTURISTIC and PROGRESSIVE approach and goes BIG to put TRIPURA into national & international scheme of things and strives hard in making AGARTALA into an world class city signifying uprising India's growing prowess!

We really need to move forward by developing TRIPURA with world class infrastructures and bring it at par with best of the other Indian states in the shortest possible time!

Yes - we do have logistical issues in terms of connectivity,tough terrains - which slowly but surely being overcomed with multiple links opening up through Bangladesh,Myanmar!

Appreciating TRIPURA Govt and Center on the development works so far,would request to set higher goals and aim to make TRIPURA the new face of emerging India!

Some of the very important issues plauging TRIPURA badly:

1.INDUSTRY - Not a single High Tech corporate, Big MNCs - especially economy driving Service Sector (from IT, High Tech - source of higher disposable income - source of thriving economy) have a presence in TRIPURA - Need of the hour (with major connectivity projects on and due for completion in next 1-2 years) is to have many of these companies (e.g. IBM,Accenture,TCS, Infosys, Wipro,Cognizant, Tech Mahindra,HCL) set up Delivery & Consultancy centers (by facilitating them with setting up of necessary IT zones / parks - in the line of ITPL Bangalore, Electronics City Bangalore, HITEC Hyderabad, Rajiv Gandhi Infotech Park Hinjawadi Pune, DLF IT Park Chennai - with due URGENCY) - Which is a must to open up window of professional opportunities (and mass employment) for bright (More than 6 lakhs UNEMPLOYED !!) youths of the state. TRIPURA is also home to massive talent pool with combination of huge number of working professionals (working in other Metros and abroad currently), local educated youths, youths (and working professionals) from other parts of INDIA, neighboring NORTHEAST states and legal working professionals from Bangladesh and Neighboring countries! At the same time geographical proximity of AGARTALA to important BANGLADESH cities (and subsequently to other SE Asian countries) gives ample business opportunities for IT Majors to expand their client base across industrial domains (e.g. Digital Bangladesh project being envisaged by Bangladesh Govt). Does anyone know when a QUICK and DECISIVE step will be taken to make AGARTALA an epitome of IT opportunities where it would solve MOST SEVERE UNEMPLOYMENT ISSUE for lakhs of educated youths from TRIPURA ?

2.LIFESTYLE - Not a single world class 5 star hotel (Taj, Leela, Oberoi, ITC), World class shopping mall (Phoenix Market city Mumbai, LuLu International Shopping Mall Kochi, Mantri Square mall Bangalore), multiplexes (PVR, Big Cinemas, INOX) , World class Retail chains (Walmart, IKEA, Pantaloons,Shoppers Stop, Croma, Reliance Retail etc) exists in TRIPURA - Need of the hour is to have many and which is a must for a better and modern lifestyle for both people of State as well as thousands of (domestic and international) tourists arriving in the state.

3.EDUCATION - Not a single higher education institute of national importance (IIM, IIT, IISc, AIIMS, Symbiosis management institutes, Xavier management institutes etc ...) exists in TRIPURA - Need of the hour is to have many (given the fact that a huge number of students from TRIPURA migrates to other states for pursuing Engineering, Medical and Management from best of the institutes) which is a must to bring youths at par to the ones in other part of India !! This will also help best of the brains from other parts of INDIA to know NORTHEAST (TRIPURA in particular) better!

4.HEALTHCARE - Not a single HOSPITAL of national importance (in terms of professionalism , proven quality and trusted brand) exists in TRIPURA which is a must for those helpless people of state who has to run around and rush to Chennai and other cities for treatment even during those critical hours of life! - Need of the hour is to go PROACTIVE and INVITE best of the brands available (e.g AIIMS, FORTIS, APPOLO, MANIPAL Hospitals) to set up their HOSPITAL CHAINS at AGARTALA, at the same time highlighting enormous business opportunities they can derive from Medical Tourism Market comprising of Tourists coming from other Northeast states, Bangladesh, Myanmar, Nepal, Bhutan and other Neighboring countries. Does anyone know HOW LONG people would continue to suffer (Latest was Maleria epidemic) due to lack of best of the class healthcare in TRIPURA ?

5.RAIL - Really hope TRIPURA gets connected to Trans-Asian Railway (TAR) Network with individual lines to MYANMAR and BANGLADESH - in the earliest possible time. Given the huge prospect of being a important Rail hub (catering to domestic and international traffic) connecting NORTHEAST to SE Asia and further to Europe, Hope AGARTALA rail station gets transformed into a world class Rail station (with best of the technologies, equipments, infrastructure and amenities) in the line of Chhatrapati Shivaji Terminus (Maharashtra) and Chennai Central station (Tamil Nadu). Also, need of the hour is to have a seamless Rail connectivity between all the NE capitals (Mumbai-Chennai like network need to be put in place for people to move across NORTHEAST easily without any hassles/security issues). Does anyone know when first Bullet Train will arrive in TRIPURA ?

6.CITY TRANSPORT - Not the best of the Road Infrastructure and City Transport System is in place in AGARTALA! Need of the hour is to have world class technology (e.g. GPRS enabled systems) and equipments embedded in ROADS (e.g. Digital Sign boards, CCTV cameras, Automatic Traffic Signal Control System etc.) and PUBLIC TRANSPORT VEHICLES (e.g. High Tech VOLVO AC and Non-AC Buses, Double-decker Buses) ; and install a organized process (e.g. Daily, Monthly and Yearly Passes, Dress code for Bus operators) in place - with something like Ahmedabad Bus Rapid Transit system, Bangalore Metropolitan Transport Corporation, Delhi Integrated Multi-Modal Transit System! Even Lucknow, Meerut have set their eyes on Metro rail rolling shortly. Does anyone know when AGARTALA METRO will be flagged off ?

7.AIRPORT - Really hope AAI comes up with an world class international terminal (in the line of Delhi, Hyderabad, Bangalore , Mumbai Airports) in AGARTALA with modern technology, infrastructure, equipments and best of the amenities! With growing economic linkage between INDIA and other ASEAN countries (latest being PM's visit to Japan and Thailand) as part of INDIA's ACT-EAST POLICY,it hardly leaves any room for imagination - the role AGARTALA going to play in near future being the hub of international trade. And SMOOTH and AROMATIC flow of INTERNATIONAL and DOMESTIC travelers (includes businessman, tourists, patients, students) will hold key to fully realize potential of ACT-EAST policy envisioned by INDIA's leadership. Does anyone know WHEN International Airport would actually come up at AGARTALA ?

8.WATER Ways - TRIPURA Rivers are connected to Rivers in Bangladesh. Need of the hour is to transform TRIPURA rivers into national waterways, set up World Class Inland ports (in the line of Kaladan Multi-modal Transit Transport Project) and connect them to Bangladesh River and Sea ports, which would ease TRIPURA's landlockedness to a significant extent and improve Supply Chain and Logistical delivery of goods and services!

9.HIGHWAY - Hope AGARTALA gets incorporated to have seamless access to SE Asia connectivity points (India-Myanmar-Thailand trilateral highway and Kaladan Multi-modal Transit). Also Need of the hour is to have Multi-lane express highway (in the line of Mumbai-Pune expressway, Delhi-Gurgaon Expressway) connectivity among all NE capitals. Can there be a Express Highway (via DHAKA) connecting AGARTALA and KOLKATA ?

10.BUSINESS MEET - Not a single Global Investor Meet organised yet in AGARTALA (whereas in Karnataka, Gujarat and even Chattisgarh these are almost frequent affairs - Recent one being PUNJAB getting thousands of crores of investment out of a Investor Summit !!). Need of the hour is organize such event which would surely put TRIPURA in global map and radar of world class corporates!

11.SPORTS - Not a single International stadium exists in AGARTALA to hold national and international level football and cricket tournaments (ODI, T20, Test matches, IPL, ISL, Challengers League etc) !!! Need of the hour is to set up an World Class International stadium with latest technology, infrastructure, equipments and best of the amenities (to the level of Eden Gardens Stadium, M Chinnaswamy Stadium, M. A. Chidambaram Stadium) to facilitate football and cricket crazy fans of TRIPURA (2nd Populous NE state!!), fans from neighboring NE states and neighboring countries of Bangladesh & Myanmar, budding cricketers and footballers from NORTHEAST to watch their favorite STARS in action !! This would also be a huge boost to Tourism, Relationship build up with neighboring countries, Opening up of many other avenues in industry starved NORTHEAST TRIPURA! For an instance, even though INDIA will be hosting 2017 U-17 FIFA world cup, there seems to be no chance of having few matches played in TRIPURA - though that would be the nicest thing to bring WORLD much closer to NORTHEAST TRIPURA !! Does anyone know when first international cricket match will be played in AGARTALA ?

12.ECONOMIC ZONE - Really hope AGARTALA gets incorporated in the proposed BCIM (Bangladesh, China, India, Myanmar) corridor project and BIMSTEC (Bay of Bengal Initiative for Multi-Sectoral Technical and Economic Cooperation) project. Having close geographical proximity with important cities like DHAKA and CHITTAGONG will surely help TRIPURA leverage it's strategic location of being India's Gateway to SOUTHEAST ASIA! Also there is a urgent need to build economic and industrial corridors connecting all NE capitals to leverage economic potential between Northeast India and Southeast Asia. Does anyone know when a Special Economic Zone (SEZ) will come up in AGARTALA? Can there be a ECONOMIC CORRIDOR set up between AGARTALA and DHAKA ?

13.TOURISM - There seems to be no concerted approach in Branding and Marketing TRIPURA TOURISM with a wider internet reach through Social Media network, Top travel and hospitality web sites (in the line of Maharashta Tourism, Tamilnadu Tourism, Uttar Pradesh Tourism, Kerala Tourism, Goa Tourism) even though there is a huge scope for TRIPURA in both National and International Tourism Market. Also hilly terrains can be transformed into a major hub for Adventure Tourism (in the line of Ladakh) in addition to existing eco, cultural and religious Tourism.

14.TECHNOLOGY - There seems to be no approach in promoting and using modern technologies e.g. Internet Of Things (Combination of Physical things, Sensors, Internet, Cloud, Big Data and Real time Analytics) - which allows to overcome day to day challenges and enhance quality of public life (e.g. Wireless sensors on Bridges and Buildings for precaution against earthquake and natural disaster; Smart farms to improve Agriculture productivity; Effective Monitoring of Healthcare for patients; Managing Rivers, lakes and flood situations; Managing Traffic Congestion; Managing Air Polution; Managing Forest Degradation; Maintaining Roads and Highways; Monitoring Goods Transportation; Monitoring vehicle speed and preventing Road Accidents).

15.SMART CITY - Can AGARTALA lead in implementing every aspect of Global SMART CITY and set an example ?

16.ENTREPRENEURSHIP - Does anyone know why there is no notable start up (like RedBus, Snapdeal, Flipkart) yet from TRIPURA ?

17.NRI - There seems to be no approach to involve NRIs from TRIPURA to come up with ideas, investment for rapid economic growth of TRIPURA - whereas Karnataka, Tamilnadu have seen major contributions from NRIs.

18. TELECOM - Internet and Telecom services are still WAY BELOW PAR in AGARTALA (compared to cities like AHMEDABAD or BANGALORE)- while country have moved on with latest technologies like 4G !! Does anyone know HOW LONG people of TRIPURA have to be deprived from - seamless HIGH SPEED Internet and Best of the class Telecom services ? Does anyone know when AGARTALA would become a WIFI enabled city ?

Also urgent need of the hour is to complete all the existing infrastructure projects as soon as possible and identification and sanctioning of all other infrastructure projects fulfilling above infrastructure gaps without any further delay!!

Anything less than 'WORLD CLASS' would only defeat the very purpose behind infrastructure development of TRIPURA under ACT-EAST Policy!!

IMPOSSIBLE - just means I AM POSSIBLE! If India need to catch up with developed part of the world,the most strategically placed Northeast (especially TRIPURA) need to be made into a developed region in the shortest possible time!

I strongly believe TRIPURA govt (in close co-ordination with Center, other concerned dignitaries & all corporate vissionaries) can certainly achieve this sooner rather than late, which would definitely give its people a better employment opportunities, a better healthcare, a better access to quality education, a quality lifestyle, and last but not the least a confident and connected TRIPURA leading India's charge towards contributing to a more stable and stronger global economy!!

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