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241 ArticlesInflation

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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 ...

Apr 14, 2015

PMI Moves Up Small, But the Ugly Inflation is Back!

The HSBC Markit Purchasing Managers’ Index (PMI) shows a marginal expansion in Manufacturing for March 2015. This is at 52.1, up from 51.2 in February. ...

Apr 02, 2015

The Nifty Adjusted For Consumer Price Inflation Is Still Lower Than 2008

If you had put Rs. 10,000 in the Nifty in 2000, and had reinvested all dividends it would have grown to Rs. 69,410 today. (From the “Total ...

Mar 20, 2015

Hedonic Adjustments For Inflation: Shady Ways To Make Things Look Good

Here’s an interesting piece by Zero Hedge on Hedonic Adjustments – in other words, how a 400% increase in price actually becomes a 7% DECLINE in ...

Nov 07, 2014

RBI and Bhalla Slug it out over Inflation and Policy

There’s a fight happening in the intellectual circles around inflation, and you shouldn’t be surprised. It involves the terms “model” and ...

Oct 21, 2014

Inflation Ensures Nifty is Nowhere Close to All Time High In "Real" Terms

You know how much inflation eats into your returns? This much: Adjusted for inflation, the Nifty is 10% lower than the highs we saw in 2008. Although the Nifty ...

Oct 18, 2014

Lowest CPI Inflation Since 2012 at 6.46% in Oct 2014; RBI Very Likely to Cut Rates

Consumer Price Inflation for Sep 2014 came in at a low 6.46%, on the back of: lower crude prices and, a high base last year This chart, though, explains it ...

Oct 14, 2014

Consumer Price Inflation for Aug 2014 at 7.8%, Too High For a Rate Cut

Consumer Price Inflation for August 2014 comes in at a nice 7.80%. This is lower than last month, but still quite high and the "slope" of the ...

Sep 13, 2014

WPI Falls in July, In Total Contradition with the CPI

India’s Wholesale Price Inflation for July 2013 threw up a surprise. While consumer prices rose to 8%, we saw wholesale inflation drop to 5.19% in a strange ...

Aug 19, 2014

CPI Rises to Nearly 8% in July, Food Inflation above 9%

Consumer Price Inflation in July 2014 rises after a recent falling trend. This has been due to the spike in vegetable and cereal prices, and also in other ...

Aug 12, 2014

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