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143 ArticlesMacronomics

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Macronomics: Bad News For Banks, As Credit Growth Is Near The Lowest In 20 Years

It’s getting messy in the credit world. What we’re going to see is: • Bank Credit Growth near multi-year lows – banks are simply not ...

Nov 14, 2015

Macronomics: The Rupee Just Went Nuts, Folks! And So Did The 10 Year Bond!

Bihar seems to have spooked too many people, as has the fear that the US will hike rates. The combination has made the rupee really really ...

Nov 09, 2015

Macronomics: Foreign Investors Are Quietly Selling From Debt and Equity

Watch out! FII Investment Data show how FIIs have slowly been selling both debt and ...

Nov 04, 2015

Macronomics: Nifty and CNX 500 P/E Beyond 22, As Earnings Growth Deep in Negative Territory

The Nifty Price to Earnings Ratio is calculated by using the Nifty members’ market capitalization divided by the total earnings of all members of the ...

Oct 29, 2015

Macronomics: The Real Reason For The Recent Rise In The Rupee, And Why It Might Hit A Wall Here

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Oct 20, 2015

Macronomics: Credit Growth Tumbles In SME, Vehicle Loans, Exports and Commercial Real Estate

On a day when the markets are up 2%, I hate to be a spoilsport but the picture that some of the macro data is telling us, isn’t good at ...

Oct 05, 2015

Macronomics: Foreign Investors Sell Another 6,500 cr. of Stocks in September

Foreign investors continue to run out the ...

Sep 30, 2015

Macronomics: 1.2% Current Account Deficit in June But It's The Sep Quarter That Matters

We write about the BoP data for the June quarter, while illustrating the reasons behind CAD widening slightly more this June. We also explain why the September ...

Sep 14, 2015

Macronomics: The Next Big Risk – Banks Lend Most to Real Estate In The Last Year

We write about the growth of lending in the Real Estate sector. This is a post for Capital Mind Premium subscribers ...

Sep 05, 2015

Macronomics: A Lower Low on the Nifty, Which Seems Justified If You See The Macro Picture

We had a wild week on the markets in the week. Just as the markets recovered a good portion of what they had lost and we “reclaimed” the 8000 mark ...

Aug 31, 2015

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