State of the Economy

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 […]


The rise of retail banking

Wednesday, August 8th, 2018

Nice piece by Vivek Kaul in the Mint paper on how Indian banks are changing the focus of their business. It talks about how, without any regulatory push, Indian banks are increasingly moving toward narrow banking with a focus on the retail segment. This is of course a direct result of the NPA mess that […]


Monthly Market Summary: May 2018

Saturday, June 2nd, 2018

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.   We use data for these charts from Investing.com   Global Equities With the exception of the US markets, broader markets corrected in May. The last one year returns have also moderated […]


Indian Real Estate: Q1 2017-18

Friday, November 24th, 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.


Business Standard Special: Morgan Stanley Report

Friday, October 6th, 2017

I wrote an article today for the Business Standard paper and it has been highlighted as the focus piece of the day. Reposting it here on this blog:


The Fall in Inflation

Friday, September 22nd, 2017

Inflation has been in a structural decline over the last few years. We take a look at some of the reasons behind this fall by looking at some charts from the latest RBI Annual Report.


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 3

Saturday, September 9th, 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 2

Saturday, August 26th, 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.


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