In a conversation with @eyeofsiva and @rajivanand on twitter today, there was a discussion about cash in the system: @deepakshenoy second half of the yr is ...
A quick post on the short term move of the dollar. We are down to just below 62, which is about 10% lower than the recent high, now at levels we last saw in ...
The Reserve Bank of India has made an interim announcement to cut the marginal rate to 9% from 9.5%, effectively lowering bank costs of funding. Since Repo ...
Foreign Institutional Investors are continuing to sell debt like it’s going out of fashion. And it probably is. In September, on the back of more than 13,000 ...
The Nifty P/E (Price to Earnings) ratio seems to have gone a little astray towards the end of September, as another quarter ends. At 17.32, the Nifty is not ...
The wholesale price index (WPI) comes to you every month, and we tend to analyse its implications based on change from last year, or last month, or whatever. ...
India’s Purchasing Managers Index (by HSBC/Markit) has come in at low levels in September. Manufacturing PMI comes in at 49.6, marginally up from 48.5 in ...
I have monthly Sensex data since 1978 (the early part of it was reconstructed, since the Sensex only came to being in the mid-80s). So if you invested in the ...
Upto September, the Nifty has returned -2.9%, staying a negative year again. How has 2013 been, though, compared to the others? A quick comparison of ...
September 2013 was when Raghuram Rajan became the RBI governor and that gave markets a high. However, on the last day of the month, markets retreated 1.7%, ...