Economic Survey 2016-2017 – Part 1

Saturday, August 19th, 2017

The Economic Survey 2016-17 is out and is full of interesting charts and figures that take a macro view of the Indian economy. While Volume 2 was the document was recently published, we thought it would be interesting to do a series of posts featuring charts that are there in both Volume 1 and 2.


Indian Real Estate: Q4 2016-17

Friday, August 11th, 2017

We examine the quarterly House Price Index (HPI) for All India and for major cities that was released by the RBI via the Database on the Indian Economy (DBIE) to gauge trends in the Indian Real Estate market.


Monthly Market Summary: July 2017

Saturday, August 5th, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


The Consequences of Global Low Interest Rates

Saturday, July 29th, 2017

The BIS’s  87th Annual Report is out and as always is full of interesting information on the Global economy. We came across a few great charts that show how the global low interest rate regime post the financial crises has had knock on effects on markets.


Trends in Financial Markets

Saturday, July 22nd, 2017

The RBI’s latest semi-annual Financial Stability Report is out and as always is full of interesting charts and information on the Indian economy. We came across a few great charts that show structural trends in financial markets and have summarised them below.


Quarterly Equity Valuations: July 2017

Saturday, July 15th, 2017

We take a look at equity valuations and find that they continue to trade in an expensive range. We use data from the NSE website starting from when it is available in January 1999 to look at the P/E Ratio, P/B ratio and the dividend yield of the index and compare it to past history.


Monthly Market Summary: June 2017

Saturday, July 8th, 2017

We look at returns of various asset classes such as equity, debt, gold, crude oil and the Indian rupee in our latest monthly market summary.


Are you over-exposed to Financials?

Saturday, June 10th, 2017

Banks and financial companies have rallied spectacularly over the last one and a half years. In fact now they are the largest component of the BSE Sensex by far. Any correction in financials, could see a very large impact on benchmark and portfolio returns.


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