Capitalmind
Capitalmind
Actionable insights on equities, fixed-income, macros and personal finance Start 14-Days Free Trial
Actionable investing insights Get Free Trial

143 ArticlesMacronomics

4 / 15

Macronomics (Unlocked) : How GST Makes Tax Collectors Out Of All Of Us.

Customer: What soups do you have? Waiter: There’s clear soup. And there’s GST soup. Customer: What’s GST soup? Waiter: It’s not clear. ...
capital-mind-premium-featured-image.png

Macronomics: How Banks Resolve NPAs, And Why You Shouldn't Rush to Buy Bhushan Steel or Ballarpur

In Macro today, we’ll speak a little bit about the problems with the banking system, and how the recent steps to force resolution are likely to impact ...
capital-mind-premium-featured-image.png

Macronomics: Of Risk Weights, Capital Ratios and the Fuelling of another Housing Bubble

The RBI has reduced risk weights on housing loans. This is going to create another housing bubble, primarily because it pushes banks to lend to housing versus ...
capital-mind-premium-featured-image.png

Macronomics: Tyres Poised For Growth : Weakening Rubber, Lower Chinese Imports Prove to Be Boon

With MRF hitting an unprecedented Rs 60,000 mark, tyre industry is back into investors radar. The industry has not shown any extraordinary result in Q3FY17, ...

Macronomics: That Slowing Bank Credit Growth Again…

In Macronomics today, we find that banks are hurting heavily on multiple fronts on their lending side, though real estate is still taking more credit. But ...
capital-mind-premium-featured-image.png

Macronomics: Solid Case For A Rate Cut, But RBI Is Unpredictable

There’s an RBI policy today. And it’s at 2:30 pm instead of the regular 11 AM. While this may be minor, it’s an indication of how much the ...
capital-mind-premium-featured-image.png

“They’re getting away with murder” – How Big A Bite Will Trump Take?

How do you make a first impression? Something like what the American President-elect Donald Trump did in his first press conference since being elected the ...
Trump-Comments-Pharma.png

Macronomics: Industrial Bank Credit Contracts Even Before Demonetisation, Banks Still Love Real Estate Borrowers

Today’s Macro Data isn’t about demonetization. It’s about pre-demonetization. Tomorrow’s the RBI policy and it looks like there’s ...
capital-mind-premium-featured-image.png

Macronomics: What is Reverse Repo and How Are Banks Dealing With Too Much Money?

The banking system is going through a totally crazy time. People have deposited over Rs. 500,000 cr. in two weeks since demonetization was announced. Since ...
capital-mind-premium-featured-image.png

Macronomics: How Much Does India Use Cards Versus Cash? A Data Summary

How much of India’s Liquid Wealth is in “Cash”? We all know that the demonetization drive has impacted India but let’s take a look at ...
Prepaid-Payment-Instruments-November-2016.png