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794 ArticlesCharts & Analysis

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Chart: India's Stock Index Does The Best YTD Performance In The World (Oct 2014)

You could be bullish for India: it’s been doing well. In fact, in 2014, the returns on the index have been ludicrously oversized in comparison. The Nifty ...

Election Fever: Auto, Pharma, IT Stocks Outperform Nifty; Metal, Realty Stocks Underwhelm

The markets have seen quite some euphoria over the last few months. Since May this year, the Nifty has been hitting unprecedented levels, touching an all-time ...

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 ...

Nifty Snapshot: At 5% From Peak, We're Not In A Correction Yet

The Nifty continues to “correct”, although it did rise marginally today.  The recent Nifty “peak” about 8173 has come after a long ...

Charts: Trade Deficit for Sep 2014 Jumps 40%, Biggest in 16 Months

India’s export situation went a little weird in September, with the deficit going up 40% to $14 bn (for the month). This is the biggest deficit since May ...

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 ...

RBI Stops The Mad Buying of Dollars in August, Reserves Continue To Dip

RBI has stopped buying dollars, it seems. In August 2014, it sold about $511 m of dollars, but bought $421 million of forwards, effectively staying flat on ...

Forex Reserves Continue to Drop as Dollar Gains in Strength

Forex reserves at the RBI continue to fall as RBI’s data last week shows the figure dip to a 3 month low at $314 billion. Part of the reserve dip would ...

September Flat for Market as We Step Into The Worst Month for Equities, On Average

The "flat" month of September keeps 2014 returns at 26%, but we are heading into what is the worst month of the year, on average. October has an ...

India’s Crude Basket Price at a One Year Low, Even After Rupee Depreciation

India’s Crude Input Price (what we pay per barrel to import) is now at nearly the lowest in two years, in terms of $ per barrel. But the Rupee’s ...