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136 ArticlesMacronomics

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The Macro Score: Markets: 1, Economy: 0

The picture on the macroeconomic front isn't looking very good, so we take a look at the details. The stock market may be looking up and at all time highs, but ...
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RBIs Big Bond Buying Program and Why we aren’t changing the Fixed Income Portfolio

To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
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Ok, Tell them your NPAs, says the Court. Will all hell break loose now?

How does the Supreme Court Order suddenly introduce Rs. 130,000 cr. more bad loans into the system? What's with the interest-on-interest waiver? And why is the ...
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Macronomics: Bond Auction Failures Make Yields Go Up Big Time

The 2021 budget has complicated things for the bond market. And there's been: Huge borrowing programme for Feb and March Failed bond auctions Big rise in ...
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Macronomics: Why Those Interest Rates Aren’t Going Up

We present to you a list of charts that show how the economy is doing right now. From bank credit to housing loans to how inflation is looking. What it ...
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How Badly Has Indian Consumption Fallen? A Few Charts Show The Picture

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 ...
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Is Inflation Going To Break the Debt and Gilt Fund Breakaway Run?

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 ...
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Macronomics: How Bad is the Inflation Really?

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 ...
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Macronomics: Are Interest Rates Really Falling? Why?

Deepak Shenoy explains why interest rates are falling in India and what it portends for the ...
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Macronomics: High Capacity Utilization = A New Capex Cycle?

In Macronomics today, we will check something that came from the RBI recently – a Capacity Utilization Survey. This indicates how much of available ...
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