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689 ArticlesEconomy

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Auto Sales – Pent-up demand or a Sustainable uptick?

What do the latest Auto sales indicate us ? After 2 years of contraction in volumes, demand & margins being at historical low - we see some initial growth ...
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The RBI Buys Gold, Buys US Dollars But Refuses to Help the Indian Government: From The Annual Report

The RBI has been hailed as an excellent regulator, but it's indeed disappointing that it chooses to fatten itself up at the cost of the Indian public and ...
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The RBI Bazooka Rate Cut and Why There’s Still Space For More

We’re going to call this the Day 2 Post for the Covid Lockdown, though it’s Day 3, we know. Working from home is like every day is a Sunday even ...
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Podcast #22: How Budget 2020 impacts the way you save and invest

On today’s show, Deepak Shenoy (CEO) and Aditya Jaiswal discuss the impact of the union budget on our savings and investments- would you be better off ...
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Operation Twist: The Last Time, Liquid Funds Lost Money. This Time is Better.

We have written about an “Operation Twist” in the 1960s in the US. (Read post) In 1961, when Kennedy became President, the US was going through a ...
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A Small Rate Cut With an Outlook That RBI Will Cut More

RBI has cut rates again by 0.25%. We now have the lowest rates since 2009 at 5.15%. Remember, repo is the rate at which banks borrow from the RBI. Reverse ...
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Podcast: Will Corporate Tax Cuts Fix India’s Bruised Economy? (Ep-11)

“In the US, there was a talk of something called a Nifty50 in the early 1970s. A lot of those stocks traded at ridiculous P/E multiples. And people were ...
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Podcast: Should The Indian Government Borrow From Abroad? (Episode-9)

‘About 40% of all the of money that you’re paying as tax is going not to build infrastructure, not to feed the hungry, not to pay farmers for food! ...
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Banking Recapitalization: Kicking The Can Down The Road?

It is said that the Somnath temple in Gujarat was plundered as many as 17 times! After every loot, Indian Kings and devotees rebuilt (re-capitalized!) it with ...
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Podcast: How Slow Is The Indian Economy? (Episode-8)

‘Under normal circumstances, merging PSUs would have been impossible, had the government tried it 5 years ago, there would been riot on the street, today ...
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