You're going to find this ugly. It's now about 6 months since the first lockdown, and in that "semi" anniversary we see what the Covid related lockdowns have ...
Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The macro's ...
The recently inflation number for Jan 2019 came in super heavy at 7.59%, the highest since 2014, and a relatively high number now. But there's a strange ...
In Macronomics today, we will check something that came from the RBI recently - a Capacity Utilization Survey. This indicates how much of available capacity is ...
Here's a quick explanation of the RBI Swap that has recently been announced. First, the background. Things have been a little crazy on the credit growth front ...
It’s been a while since we’ve looked at the macro. What bank credit data is showing is very interesting, and possibly a distance away from whatever we are ...
The macro is never important until it is. Right now, there's some fear in the market about : IL&FS . If you say IL&FS the stock market falls. NBFCs. ...
Here's a bit of the stuff that's been impacting the market. We'll try and put it in perpsective. Markets have fallen mostly because they were expensive, ...
