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707 ArticlesEconomy

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RBI Swaps Government Debt In Its Own Book Instead of Finding a Market Trade

In the Budget, we asked the question: Is a 30,000 cr. debt switch planned for March? Of course it was, it turns out. The government was looking to switch debt ...

Mar 23, 2015

RBI Buys $12 billion in January, Returns to Expansionary Balance Sheet?

RBI bought dollars by the truckload in January, it turns out. Over $12 billion was purchased in Jan 2015, which is the largest single month of dollar purchases ...

Mar 23, 2015

IIP for Jan 2015 at +2.6%, Big Up Revision in December Data

We have forgotten to do our regular IIP post, so here goes. IIP for Jan 2015 dropped to a 2.6% but only after a pretty hefty upgrade in the December data, ...

Mar 19, 2015

The Rupee Does Way Better Than Big Emerging Market Currencies in 2015

The Indian Rupee is the best performing currency in the BRIC. Even the Indonesian Rupiah has devalued substantially.     Much of this is because the ...

Mar 18, 2015

The Euro is at a Three Year Low, Down Below 66

We have a three-year low on the Euro. Three year low. This is not just dollar strength – it’s also serious rupee strength in comparison. Euro ...

Mar 12, 2015

Budgetonomics 2015: The EBook Free For Capital Mind Premium

Every year we produce a book on the Budget called Budgetonomics. It’s about the Budget. The What, the Why, the How and the Who Does It Affect. The ...

Mar 09, 2015

A High Service Tax Means Do Not Make In India, Buy From Abroad

Service Tax was hiked to 14% in this budget. The FinMin folks seem to think this is just a gradual move towards the GST rates of 20% or so, since manufacturing ...

Mar 04, 2015

RBI Cuts Rates 0.25%, Back to Sep 2013 Levels. We Didn't See This Coming!

RBI Cut Rates by 0.25% in a surprise move today. We were surprised, and we have been watching RBI closely. Rates are down by 0.25%. This brings rates to where ...

Mar 04, 2015

You Will Not Believe The Real Cost of the Subsidized Insurance and Pension Schemes In The Budget

There were three new “social” schemes in the budget. These sounded like big government expenditure and the devil is obviously in the details. We ...

Mar 03, 2015

RBI Agrees To Meet 4% Inflation Target, + or – 2%, Starting Jan 2016

Inflation targets are now at 4% starting Jan 2016. This is now a stated goal, with the Government and the RBI agreeing on it. Plus, the RBI needs to come back ...

Mar 02, 2015

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