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Charts & Analysis

March 2015 CPI Inflation Moves Down To 5.17%

After three months of rising headline inflation, we seem to have substantially moderated to a low 5.17% in March, on the consumer inflation front:   Some ...
General

The Potential Impact of the Real Estate Regulatory Bill: Bad in the Short Term, Good in the Long Term

The Real Estate Regulatory Bill will hopefully be passed by parliament soon, with or without amendments. Here’s the salient points and how it affects the ...
Premium

Outliers: Rating Agencies and A/C Makers Suddenly Outperform, and Watch Vinati Organics

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Opinion

Satyam and the Case of Big Hairy Manipulative Scamming Promoters in the Stock Market

The case of Satyam has finally been decided. In December 2008, just after the collapse of Lehman brothers, one of India’s largest outsourcers, Satyam, ...
Premium

Macronomics: Why Inflation Might Be Back, As RBI Goes Aggressive on Forex Reserve Building

In this Macronomics piece, we talk about how the RBI is going about building our Forex reserves and why that might affect inflation. This post is for Capital ...
Economy

IIP At a High 5% in Feb 2015, But Mostly Due To Base Effect

The Index of Industrial Production (IIP) for Feb 2015 came in at 5%, which was a biggest we’ve seen in years. However, note that much of this is due to ...
Economy

RBI Is Buying Dollars Like They're Going Out Of Fashion, With Reserves Up To $347 Billion

RBI’s forex reserves are up to a record $347 billion, including its known forward exposure. In data released today, RBI’s forex numbers came in at ...
General

Moodys Upgrades Its English By Adding Entire New Alphabets to What It Thinks of India

Moody’s has decided that India’s rating outlook is now “Positive” from “Stable”, yesterday. India is rated “Baa3 ...
Premium

Portfolio: Yet another WindMill Owning Textile Stock Outlier

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Premium

Your Home Loan Interest Rate May Not Fall When Bank Rates Fall, See How HDFC Bank Does It

Banks are having the last laugh even as they reduce base rates, because they won’t lose money from customers who should, but won’t see a rate ...