Thread by @BloombergQuint

The post-pandemic economy has been full of paradoxes, writes @jpmorgan chief India economist Sajjid Chinoy.

One such paradox is the surge in equity market while economic activity remains below the pre-pandemic path. What explains this? #BQOpinion

bit.ly/3nAHf7g

@jpmorgan A second paradox has been the strength in foreign direct investment against a backdrop of subdued domestic investment.

@jpmorgan chief India economist Sajjid Chinoy delves deeper. #BQOpinion

bit.ly/2XWtYx0

@jpmorgan - Large surplus liquidity but soft credit growth.
- Wide output gap but high core inflation.

@jpmorgan chief India economist Sajjid Chinoy on what these paradoxes reflect: bit.ly/3nAHf7g

@jpmorgan - IT vs The Rest
- Large Firms vs Small Firms

What explains this divergence? And what are the implications?

@jpmorgan chief India economist Sajjid Chinoy explains: bit.ly/3nAHf7g

@jpmorgan The paradoxes that have played out in the Indian economy may be explained by a few factors, writes Sajjid Chinoy, chief India economist at @jpmorgan.

Read his #BQOpinion column: bit.ly/3nAHf7g