Quarterly Equity Valuations: April 2017

Friday, April 21st, 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.


Will Emerging Markets continue their historical outperformance?

Saturday, April 15th, 2017

Emerging markets and developing economies have become increasingly important in the global economy, not just as centers of production but also as final destinations for consumer goods and services. But can they continue to outperform developed markets over the medium term? The IMF in its latest World Economic Outlook seems to think it will be […]


Monthly Market Summary March 2017

Saturday, April 1st, 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.


Where is inflation heading?

Friday, March 24th, 2017

Over the last few years we have seen that inflation has been structurally moving down. This trend is slowly changing with a number of countries now showing higher prints every month. Where is inflation heading now? And what does it mean for the Indian economy?


Indian Real Estate: Q2 2016-17

Friday, March 10th, 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 February 2017

Friday, March 3rd, 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.


World Stock Market History

Friday, February 24th, 2017

Credit Suisse has come out with its annual Global Investment Returns Yearbook and as usual, it is full of interesting charts, data and figures. I just thought I would highlight one of them which shows the World Stock Market History over the last 116 years.


Quarterly Equity Valuations: Feb 2017

Friday, February 17th, 2017

The Nifty has rallied since our last valuations post in November. We take a look at equity valuations and find that they are now trading in a more 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 […]


Newsletter

Archives

Search