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India economy at faster-than-expected 8.2% in Sept quarter even as tariffs bitewww-cnbc-com.cdn.ampproject.org/v/s/www.cnbc.com/amp/2025/11/28/india-economy-gdp-grows-september-quarter-tariffs-bite-trade-us-modi.html?amp_gsa=1&_js_v=a9&usqp=mq331AQGsAEggAID#amp_tf=From%20%251%24s&aoh=17643444393109&csi=0&referrer=https%3A%2F%2Fwww.google.com&share=https%3A%2F%2Fwww.cnbc.com%2F2025%2F11%2F28%2Findia-economy-gdp-grows-september-quarter-tariffs-bite-trade-us-modi.html
Everyone’s watching stocks.
Nobody’s watching bonds.
Big mistake.
Smart money’s whisper right now:
India’s 10-year bond yield just crept past 6.5%.
Not spiking. Not screaming.
Just… strolling up. Quiet. Deadly.
Why it matters:
When bonds pay 6.5% risk-free, capital moves.
It’s not a headline.
It’s a slow drain.
Equities don’t crash overnight they starve...
GDP was Loud a few days ago…
but the market whispered the truth today.
When data and price disagree,
price never lies.
Bro, I really miss that you came to India and to Agra, and we couldn't meet.
TBH, this is just a temporary effect of massive tax cuts and the shopping season.
The rupee is falling like neer before and noone is bothered about it at all.
I know!!! I should be going 1 to 2 times per year in the future.
That's great!
Let me be your host for the next time.
I'll definitely let you know next time.
Thanks brother.
8% growth is bananas