Monthly Market Summary: November 2018

Monday, December 3rd, 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 The Sensex and the S&P500 both outperformed their broader emerging and developed market peers respectively. The Indian market in particular […]


Monthly Market Summary: October 2018

Thursday, November 1st, 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 Most major equity markets globally faced a steep correction in the month of October. While the S&P500 and the Sensex […]


How does the balance of payments affect demand?

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. […]


Monthly Market Summary: September 2018

Wednesday, October 3rd, 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 October was a brutal month for Indian equities. As can be seen from the chart above, the Sensex on a […]


Monthly Market Summary: August 2018

Monday, September 3rd, 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 US Equities and Indian large cap equities rallied strongly in August, continuing a multi-year trend of high returns. However, the […]


Monthly Market Summary: July 2018

Thursday, August 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 Market rallied across the board, with major equity indices showing stellar returns across the world. However there are rising concerns […]


Monthly Market Summary: June 2018

Wednesday, July 4th, 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 The S&P 500 and the Sensex were flat in June but continue to show great returns over the one and […]


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 […]


Monthly Market Summary: April 2018

Friday, May 11th, 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 The Sensex rebounded strongly in April, vastly outperforming its emerging market peers after many months of underperformance. Most markets continue […]


Monthly Market Summary: March 2018

Saturday, March 31st, 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.


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