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Economic Survey 2016-2017 – Part 3
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...
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Economic Survey 2016-2017 – Part 4
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...
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The Fall in Inflation
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. Broadly, the...
View ArticleBusiness Standard Special: Morgan Stanley Report
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:...
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Indian Real Estate: Q1 2017-18
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...
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Monthly Market Summary: May 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...
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The rise of retail banking
Nice piece by Vivek Kaul in the Mint paper on how Indian banks are changing the focus of their business. It talks about how, without any regulatory push, Indian banks are increasingly moving toward...
View ArticleState of the Economy
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...
View ArticleHow does the balance of payments affect demand?
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...
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State of the Economy
The economy has been going through a slump in the last few quarters. And while the day-to-day news can be quite negative, there have been some major structural changes in India over the last few...
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