Wednesday, April 26th, 2017
Disruption is the buzzword in the new economy. Major shifts in the economic landscape and the advent of new technologies are enabling start-ups to challenge established models of doing business. These new emerging businesses make disproportionate returns and capture a significant part of the new value they create. Value migration is a term aimed to […]
Friday, April 7th, 2017
The Goods and Service tax (GST) is now in the final stages of being passed and is waiting for presidential assent to be made into law. This is a big reform for the economy and will usher in a structural shift in the way business is conducted in India.
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?
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.
Thursday, February 9th, 2017
The Economic Survey is out and it has lots of interesting charts and figures about the Indian economy. Here are four of them which we found quite interesting.
Friday, January 6th, 2017
We thought we would start the new year by looking back the performance of markets in 2016. We look at long term trends in equities, fixed income and oil.
Saturday, December 17th, 2016
Back in late 2014, I wrote an article for Firstpost in which I outlined how I thought the Rupee would move to 65 against the dollar and could go to 70 as well. With the FED increasing rates for the second time and with rupee almost touching 69 in November, I thought it would be a good time to […]
Friday, December 9th, 2016
A lot of stories in the media cover how demonetisation is positive for banks in the long run because of increased financial penetration. But there are also a number of issues that banks will also have to deal with in the short term. We summarise an article by FT Alphaville which analyses Credit Suisse’s latest report on some […]