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Economy
Food Inflation: The Government is Not Just Paying More, It is Buying More
In my last post, I mentioned how, according to RBI’s Rajan, NREGA and MSP have driven up prices of food. There’s another thing: we have been buying more ...
Foundations
How Do You Calculate “Contribution” of any item to Inflation?
Technical note: How do you see the contribution of any individual element to inflation? Assume we have two items, A and B, which are priced at Rs. 100 each, ...
Foundations
Why Food Inflation Haunts Us, And What We Can Do To Fix It
RBI’s Raghuram Rajan has described why food inflation continues to haunt our inflation expectations over the last few years. Here’s what he says, distilled ...
Premium, Stocks
Premium: Top Performing Stocks in 2014 To Date
This is a post for Capital Mind Premium subscribers, sent on March 4, 2014. Movers and Shakers It’s now two months into 2014, and some stocks have gone ...
Foundations
Why is Controlling Inflation More Important Than Short-Term Growth Worries? Rajan Answers.
This is going to be a long essay. RBI Governor Raghuram Rajan has a brilliant explanation of why Inflation is more important to worry about than short-term ...
Economy
RBI Extends Date of Pre-2005 Note Exchange to 2015
RBI has extended the date to exchange your pre-2005 notes ( to Jan 1, 2015). Earlier, they had mandated the exchange of all such notes by July 1, 2014. In a ...
Premium
Macronomics: Housing Prices Grow at Lowest Rate Since 2008, From the Residex
This is a post for Capital Mind Premium subscribers. In our last post on the National Housing Bank’s Residex Index, we talked about City level data on ...
Charts & Analysis
Manufacturing PMI for Feb 2014 at One Year High
India’s HSBC Markit Purchasing Manager’s Index (PMI) for Manufacturing for Feb 2014 was at 52.5, a 12 month high. However, they have provided a ...
General
Reads: Synchronized Tightening, Buffett Letter, Marketing Amortization and more
Think before you buy with a credit card: The taxman will track individual spends. (SmartInvestor) Buffett’s annual letter to investors. A lot of stuff there ...
General