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Indian Real Estate: Q2 2016-17
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...
View ArticleWhere is inflation heading?
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...
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Who will benefit the most from GST?
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...
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Value Migration
Disruption is the buzzword in the new economy. Major shifts in the economic landscape and the advent of new technologies are enabling start-ups to challenge established models of doing business. These...
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Monthly Market Summary: April 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. Global Equities Equities continue to outperform across...
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Indian Real Estate: Q3 2016-17
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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Trends in Financial Markets
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...
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The Consequences of Global Low Interest Rates
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...
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Indian Real Estate: Q4 2016-17
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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Economic Survey 2016-2017 – Part 1
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 2
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 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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