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> Could someone familiar with the matter talk more about what the days/weeks following Modi's announcement looked like for the every day Indian?

People with money sold extra rupees to people below the maximum conversion at a small discount. Bank deposits bumped up, which was the point of the exercise—Indian state-owned banks are woefully uncompetitive and undercapitalised. The line about dirty rupees being extinguished was a farce, mostly because most large-scale illicit activity in India happens with hard currency and/or in Mauritius or Singapore.



I dont think this made a difference - If bank of Indore has given out bad loans under pressure to politically connected people, deposits to HDFC do not fix the liability imbalance.

And then after all of this - we gave out massive loan waivers to farmers yet again.

So back to square one I suppose?


> deposits to HDFC do not fix the liability imbalance

They don't, but it gives the bank cash. Cash makes life easier.




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