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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
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.
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.
8% growth is bananas