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.


Trends in Financial Markets

Saturday, July 22nd, 2017

The RBI’s latest semi-annual Financial Stability Report is out and as always is full of interesting charts and information on the Indian economy. We came across a few great charts that show structural trends in financial markets and have summarised them below.


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 […]


Who will benefit the most from GST?

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. 


Monthly Market Summary March 2017

Saturday, April 1st, 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.


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?


Economic Survey 2016-17

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.


Newsletter

Archives

Search