Currency Chaos: Ready Reckoner

Wednesday, November 9th, 2016

The government made a big move in the fight against black money last night. Even though this move will create currency chaos, by taking Rs. 500 and Rs. 1000 notes out of circulation, the Modi government has in effect hit the reset button. We take a look at the details of the policy change and […]

The next decade of Indian GDP growth

Friday, September 23rd, 2016

Ambit Capital has come out with a great report on the next decade of Indian GDP growth. The report is written with the goal of identifying changes in the Sensex over the next few years, but we like it because it presents the structural drivers of the economy over the next ten years. We have summarised some of these trends […]

How are Indians spending their money?

Friday, July 8th, 2016

The National Sample Survey Office (NSSO) of the government has released data that outlines key indicators of Indian household expenditure on goods and services. We take a look at this data to identify trends in Indian spending in both rural and urban areas.