China's high-speed rail corridors are facing a serious debt crisis. Underutilization and high operational costs have made these projects unsustainable.
Hey Sagar - it's true that in a sense, there's Chinese oversupply of high-speed rail. But there's also a possibility that the cost is worth it, their major rails enjoy a lot of crowd. In time, the costs should ideally pay themselves over
Huge thanks to the team for rounding up all the excitement around the GST reforms.
The CRR cut due this Saturday, pumping around 62000 cr in the first tranche acting as a catalyst for this huge fiscal reform could be a great economic upliftment after a series of uncertainty and weaker results from the industrialists. Now the question arises, how do the firangs see us an investment, are these reforms an internal celebration or an invitation for bigger opportunities?
China's high-speed rail corridors are facing a serious debt crisis. Underutilization and high operational costs have made these projects unsustainable.
Hey Sagar - it's true that in a sense, there's Chinese oversupply of high-speed rail. But there's also a possibility that the cost is worth it, their major rails enjoy a lot of crowd. In time, the costs should ideally pay themselves over
To know the gst2.0 winners and loosers in short you can view my notes
Huge thanks to the team for rounding up all the excitement around the GST reforms.
The CRR cut due this Saturday, pumping around 62000 cr in the first tranche acting as a catalyst for this huge fiscal reform could be a great economic upliftment after a series of uncertainty and weaker results from the industrialists. Now the question arises, how do the firangs see us an investment, are these reforms an internal celebration or an invitation for bigger opportunities?
Love the deep dive. Very necessary.
We provide the fast paced headlines and depend on writers like yourself from Zerodha to give an unfiltered deep dive.
Waiting for your opinions on our work
https://open.substack.com/pub/theindiabrief/p/05-sep-25?r=6d239b&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true