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, ...
In Macronomics today, we take a look at what's happening, quietly, on interest rates. So it turns out that things have rapidly changed in the last two months. ...
In the stock market, no one's worried about anything. Apparently, it doesn't matter that crude oil made a multi-year high. Jet Airways made a 10% upmove. So ...
India has reversed from a current account deficit which was becoming more and more manageable, to a point where the deficit has now increased to the highest in ...
