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143 ArticlesMacronomics

9 / 15

Macronomics: Net of Gold, We Run a Current Account Surplus!

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Jun 16, 2015

Macronomics: Carnage in the Bond Markets, Look How Banks Face Losses Of 10,000 Cr. in this Quarter

Folks, there’s some serious bloodletting happening in the bond markets. You’ve seen it here earlier – we have continuously mentioned how the ...

Jun 12, 2015

Macronomics: Indian Bonds Are Getting The World Jitters

Sure, Rajan cut rates on Tuesday. But the bond markets are shrugging that off. Here’s the government bond yield curve as of yesterday. Yields on the Y ...

Jun 04, 2015

Macronomics: The GDP Situation in Charts, And The Yellowing Economic Leaves in the India Story

India’s GDP data is out, and in today’s Macronomics, we show it in charts. GDP Growth at 6.1% in “Real” terms, Nominal Growth Hits a ...

Jun 01, 2015

Macronomics: Three Important Charts – Nifty Results Suck, Indian Trade Contracts, FIIs Still Leaving

We write about the Nifty companies' results so far, how FIIs have behaved in the last few days and more. This post is for Capital Mind Premium subscribers ...

May 18, 2015

Macronomics: Here's What We Think RBI Will Do, After Seeing IIP and Inflation Data

Today, in ...

May 12, 2015

Macronomics: It's a Storm. Bond Yields Soar to 8%, USDINR Crosses 64, and the Macro Fire Alarms Are Ringing

This is going to be a long post. Brace ...

May 08, 2015

Macronomics: Whoa, Cement and Steel Slow Considerably, Just as Banks Pump High-Cost Housing Loans While Cutting Affordable Housing Credit Growth

In Macronomics, we bring to you something that’s another sign of “Yellowing Shoots”, our phrase for what seems to be a change in the macro ...

May 05, 2015

Macronomics: The First Sign of a Technical Long Term Downtrend

We write about the possibility of a long-term downtrend in the markets, by analyzing the Nifty. This post is for Capital Mind Premium subscribers ...

Apr 28, 2015

Macronomics: Foreign Investors Are Slowly, But Steadily, Exiting Indian Markets

We write about the actions of Foreign investors in the Indian Debt and Equity markets. This post is for Capital Mind Premium subscribers ...

Apr 23, 2015

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