https://www.taxtmi.com/news?id=68967 Reliance on domestic demand and credit-enabled consumption without commensurate productivity and export gains raises near-term activity but does not materially strengthen surplus formation and, in a structurally savings-short setting, tends to sustain a weaker currency and elevate rollover risk premia in domestic capital costs; durable reduction in the cost of capital therefore requires higher productivity, manufacturing competitiveness, sustained export growth, and a transition to structural savings strength, with financial deepening supporting but not substituting for these real-sector changes. en-us Thu, 29 Jan 2026 14:16:05 +0530 Thu, 29 Jan 2026 14:16:05 +0530 TaxTMI RSS Generator https://www.taxtmi.com/news?id=68967 Reliance on domestic demand and credit-enabled consumption without commensurate productivity and export gains raises near-term activity but does not materially strengthen surplus formation and, in a structurally savings-short setting, tends to sustain a weaker currency and elevate rollover risk premia in domestic capital costs; durable reduction in the cost of capital therefore requires higher productivity, manufacturing competitiveness, sustained export growth, and a transition to structural savings strength, with financial deepening supporting but not substituting for these real-sector changes. News - Thu, 29 Jan 2026 14:16:05 +0530 https://www.taxtmi.com/news?id=68967