Monthly Market Summary: October 2017

Saturday, November 11th, 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.


Economic Survey 2016-2017 – Part 4

Saturday, September 16th, 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.


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.


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.


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 […]


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?


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.


How will automation impact employment and growth?

Saturday, January 21st, 2017

McKinsey Global Institute has come out with a great report on automation and its impact on employment and on productivity in global growth. The report has a lot of great charts and insights, some of which we have summarised below. We encourage you to go through the report in its entirety as it has some […]


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