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Trade Ideas (1)
Date Ticker Price Dir Speaker Thesis Source
Feb 13 LONG Saurabh
Secretary of the Statistics Ministry, India
"We've added e-commerce, online markets... Given the fact that over the past decade, due to high levels of digitalisation in the country, we have access to more real time data." The inclusion of e-commerce and streaming services in official inflation and GDP data validates the digital economy as a critical pillar of India's growth. This benefits domestic tech firms and global giants with significant Indian operations (Walmart via Flipkart, Amazon via India marketplace). LONG. Regulatory changes in India regarding foreign ownership of e-commerce platforms. Bloomberg Markets
India’s New Inflation Basket Explains India’s...