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General

The Big Macro Week of Aug 16

This is going to be a week high on data.

Money: There are two 11,000 cr. auctions of cash management bills, on Monday (Aug 12) and Tuesday (Aug 13). The impact of this will also be known later this week on T-Bill and long-term bond yields. We also have a 16,000 cr. goverment bond issue on Friday.

Imports and Exports data from the Commerce Ministry, usually on the 12th of the month (Monday)

IIP is out at at 5:30 pm on Monday, August 12.

CPI and consumer price inflation will be released at 5:30 pm on Monday, August 12.

WPI and wholesale price inflation, at around 12 noon on Wednesday, August 14.

Results: This is the last week before the result announcement deadline (45 days after quarter end), and many companies are yet to report.

  • SBI, ONGC, DLF, Tech Mahindra (Aug 12)
  • Hindalco, M&M, Tata Steel, GMR Infra (Aug 13)
  • Orchid Chem, Wockhardt, Gitanjali (Aug 14).

I’ll be speaking at TC2013 later this week, in Pune. Would love to meet if you’re there or in Pune.