India Shining-Or Not?
For CY16 FIIs have taken out USD 4 Bn, after initially putting in USD 7 Bn.
So net positive inflows in a USD 2Tn economy are a mere USD 3 Bn-an amount
a fraction of what Amazon adds to it's market cap on a daily basis. So is
the country shining or has the political risk increased so substantially
that a person at the helm for a while considered pro biz has turned
socialist if not outright a marxist.

Massive negative moves on Benami Property-cash, Bank and Real Estate will
imply Banks, NBFCs, FIs, Rural and Urban Infra plays, Asset owners and
financiers will all be under Sellling pressure. People may have to re-think
their political allegiances and expectations.

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