1. Likely to improve India’s reformist stance in Global Community 2. Will be a boost to government’s financial inclusion drive as more people will move under formal Banking Platform 3. Intensified Competition will improve Payment Efficiency & Cycle 4. Major setback for Informal Economy and its promoters 5. A right launching pad for GST 6. A Real Big Leap towards cashless India

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(-) Demonetization (+)

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(-) Demonetization (+)
(-) Inconvenience / Harassment of common people
(-) Loss of income for many in the informal economy
(-) Temporary Disruption of Payments-Cycle
(-) It will take some time for the Cycle to resume normalcy
(-) The ‘Trust’ factor would be lost

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(-) Demonetization (+)
(-) Real Estate / Construction sector to suffer most
(-) Consumer discretionary would be the next (Jewellery/Precious
Metals/White Goods of Higher end)
(-) Luxury / boutique items & services will also suffer (High end
watches/Designer apparels/ Holidays)
(-) Slow Down of rural economy in the short term

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(-) Demonetization (+)
(+) Positive Effects on Inflation, monsoon was good all across India
(+) Softening of Interest Rates, Chances of Rate Cut (by RBI) in the offing
(+) Most goods (& services) will offer discounts at the end of Festive Seasons
(+) Bank deposit rates to come down with liquidity will go up
(CASA ratio will improve for most PSU Banks)
(+) Improved Demand scenario in Medium to little Longer term

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(-) Demonetization (+) (+) (+)(+) (+)
 There are about Rs 15 lakh crore worth of Rs. 500/1000 notes in circulation
 Some of them won’t come back. Let’s assume if only Rs. 300,000 Crore worth do
not come back...
 So they will no longer be a “liability” of the RBI & the RBI will make a windfall
profit. The same would be paid to Govt as a dividend
 This money (non tax revenue) can be effectively utilised to boost up
Infrastructure Sector as well Re-capitalisation of PSU Banks

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 Good monsoon coupled with almost nil current account deficit has put India’s
Economy on a rock solid launching platform
 Price of Gold to come down further with this step
 Crude is not showing any sign of recovery...
 This is probably the best time for India to take such a risk
 It will be strong enough message on Govt’s Anti Corruption Drive
(-) Demonetization (+) (+) (+)(+) (+)

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(-) Demonetization (+)
26%

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 Likely to improve India’s reformist stance in Global Community
 Will be a boost to government’s financial inclusion drive as more people will
move under formal Banking Platform
 Intensified Competition will improve Payment Efficiency & Cycle
 Major setback for Informal Economy and its promoters
 A right launching pad for GST
 A Real Big Leap towards cashless India.....
(-) Demonetization (+) (+) (+)(+) (+)