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The writer is Senior Group Vice President, Motilal Oswal Financial Services Ltd
Savings-investment conundrum: Domestic savings key to sustainable growth
For growth to be sustainable, it must be financed by higher gross domestic savings because there is not much space to do so through external borrowing
Nuances of household savings
If corporate investment starts rising, pushing the investment rate (as a percentage of GDP) higher, low NFS will be hard to ignore and likely to hamper a balanced surge in growth
Lower inequality amid slower growth: A mixed bag
What other broad macroeconomic implications can be inferred from the household consumption expenditure survey factsheet?