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Month: June 2015

5 / 5

Adani Enterprises Has Not Crashed 80%. It’s Been Demerged.

Adani Enterprises seems to have fallen big time. Looking at the stock price, you wonder if Modi’s magic has completely collapsed! But it’s not like ...

Premium: Banks Hit a Technical Barrier, and the Yield Curve Shifts Up Even As RBI Cuts Rates

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Correction: Wrong Deflator – It's Actually 1.5%

Yesterday we had said that the GDP deflator was 0.2%. This is wrong. The new method uses something called GVA – or Gross Value Added – to indicate ...

RBI Cuts Rates by 25 bps, and the Markets Hate It

RBI has, in it’s policy reduced the repo rate to 7.25% which is the lowest the rate has been in the last four years. Repo is the rate at which banks ...

Premium: Nifty Results: The Final Summary of FY15 Is Chilling; Q4 Earnings Drop 15% Even After Ignoring The Worst Two Companies

As we mentioned in the previous post, results of Nifty companies are just terrible. All Nifty Company Results are in. Here’s the list for the quarter ...

GDP Growth in March 2015 Falls to 6.1%, Low Inflation Helps As Nominal Growth Nears Decade Low

India’s Q4 GDP Came in at a low 6.1% for Q4 2015, as measured by the new method (which states GDP growth as much higher than the old method). Growth in ...

Macronomics: The GDP Situation in Charts, And The Yellowing Economic Leaves in the India Story

India’s GDP data is out, and in today’s Macronomics, we show it in charts. GDP Growth at 6.1% in “Real” terms, Nominal Growth Hits a ...

Podcast: Raghu Vohra on How India is Viewed Abroad Compared To Other Emerging Markets

  I had a conversation with Raghu Vohra, founder of Blackstone Valley Group. Raghu’s an angel investor on our firm’s board, and he has been ...