Thursday, October 18th, 2018
How does a balance of payment problem affect demand in the economy? Neelkanth Mishra of Credit Suisse puts it in an elegant way in an interview with Ira Dugal. To paraphrase, if you think of it like a household budget: suppose a family has a consumption expenditure of Rs. 120 and an income of Rs. […]
Friday, October 5th, 2018
A few notes from the MPC statement and press conference today. But first, a quick recap of the previous August policy and guidance: In the August meeting, the MPC was of the view that domestic growth momentum was strong and that the output gap was closing. However rising trade protectionism, geo-political tensions and elevated […]
Tuesday, September 18th, 2018
Last week there was a downgrade of the debt rating of IL&FS and its subsidiaries by several notches. This is having a ripple impact on the mutual fund industry. As per a report by Bloomberg Quint: IL&FS has Rs 2,500 crore worth of rated commercial paper, of which Rs 2,020 crore was outstanding as of […]
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 […]
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 […]
Tuesday, March 6th, 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.
Monday, January 8th, 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.
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:
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.
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.