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794 ArticlesCharts & Analysis

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Rupee Falls to Nearly 63 to USD as FIIs Sell Volumes Get Serious

The Rupee fell to an exchange rate of 62.91, which is nearly the lowest rupee value in the year after a few odd days in early Jan. This is a secular move ...

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 ...

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. ...

March Shows Returns of -4.6%, 10-year Returns Will Fall Unless Sensex Goes Up 67%

The Nifty returns for March were lousy, giving us a -4.6% month at the end of the financial year: This takes the year’s return to just +2.5%, but at ...

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 ...

Indian Exports and Imports fall 15%, Total Trade at 4 Yr Lows, More Than Just Oil Price Drop

Even as the trade deficit falls to the lowest since September 2013, the scale of collapse of the total trade by India with the external world (merchandise ...

Consumer Inflation for Feb 2015 Not A Worry, Even When Higher Than Last Month at 5.37%

CPI Inflation for Jan 2015 is out and it’s not a worry. Even though it’s marginally up at +5.37%, the increase is because of the dipping base in ...

2% Down Is Big? Only 6 Such Days In The Last Year, Up or Down!

Markets fall 2% today on what seems to be “Global Volatility”. We think it’s because “prices fluctuate”. They haven’t moved ...

Jan and Feb Positive For Stocks: What Does March Look Like, Historically?

The Nifty went up 1.1% in Feb 2015, taking the 2015 return to 7.5%. With two consecutive months of gains, this looks like a good month. March has a negative ...

RBI Unwinds Forex Exposure As Reserves Hit Record High on RBI Dollar Buying

India’s forex reserves hit a new high at $333 billion for the week ended 13 Feb 2015. This is the highest ever in terms of forex reserves that ...