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 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 […]
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.
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, August 5th, 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.
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.
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?
Wednesday, November 9th, 2016
The government made a big move in the fight against black money last night. Even though this move will create currency chaos, by taking Rs. 500 and Rs. 1000 notes out of circulation, the Modi government has in effect hit the reset button. We take a look at the details of the policy change and […]
Wednesday, October 26th, 2016
This years Morningstar Investment Conference covered a range of topics from some great speakers. The second day had a great panel on the current equity markets. We have summarised some of these views in our post.