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88 ArticlesMacro

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[Newsletter]: Quick glance of Indian market & more

Yet another bad week for IT stocks as the index dropped 5.4% this week and 18% over the year. PSU bank stocks were up 2.1% for the week and are having a ...
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Nasdaq aces 2023, Market Overview and 5 Good Reads

This week, although had only 3 trading days, was fantastic for the markets as Nifty 50 gained 3%. Gold and Silver are making new highs as well. RBI paused the ...
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Our Best Stuff in 2019

2019 is sliding towards a close, it has been an interesting year in the markets. Interesting developments have taken place along the year – issues with ...
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Chart: Gold Beats Up the Current Account Deficit, But FDI Comes To The Rescue

A quick look at a few charts on the Current Account Deficit today. Remember, the Current Account of the country involves finding out what all we import, what ...
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The Macro in 2018: The Rupee, Banks Rescuing NBFCs, Low Inflation and Central Bank Insanity

As 2018 comes to a close, the macro seems to have become interestingly important. The most important thing this year seems to have been the oil and the rupee. ...
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Industrial Production Contracts in April as Manufacturing Falls 3%

The Index of Industrial Production (IIP) actually contracted in April, being lower by 0.8% than April of 2015. This is a serious move away from the recent GDP ...
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Big 7.9% GDP Growth in Q4 on Manufacturing Revival

How would you measure GDP Growth? By comparing it to last year. And when you get a GDP growth figure like 7.9% you always get up and say, wow! This is the ...
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Inflation Jumps to 5.39% in April, Core Inflation Goes Back To Dangerous Territory

India’s inflation for April 2016 sprung a surprise: it went up to 5.39% as a surprise.  The worry really is food inflation. Housing inflation goes up in ...
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Economy: Manufacturing PMI At Highest Rate of Expansion in 8 Months

India’s Purchasing Manager’s Index for Manufacturing (by Markit) has gone up to an 8 month high at 52.4 – anything above 50 means expansion ...
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Remittances Dip To 5-year Low, But Startup Investments Help FDI

India’s losing its love from Indians abroad: Deposits from NRIs and remittances from Indians abroad have reached multi-year lows in the December ...