Nikhil Gupta, chief economist with a leading brokerage, has been a close observer of the policies and factors that help India grow. As he puts it, an economy consists of four participants-households, corporate, government and external-and just three activities: consumption, savings/investment and external trade.

However, the lack of attention to the finances of the household sector and the unlisted corporate sector is shocking. As too the gap between the real and the financial economy. It is these and gaps in this complicated scenario that Gupta tries to bridge.

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