Tuesday, September 4th, 2018
Good interview on the state of the economy with Pranjul Bhandari and Ira Dugal Some of my key takeaways: Narrowly focused GDP growth – financials being led by personal loans and not industrial credit which is a worry Potential growth is close to 7.1 per cent. January to June we have been growing […]
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 […]
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 […]
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.