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707 ArticlesEconomy

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Capital Mind in Nov: Go Premium, Housing Prices, iPhone Unbundling

Capital Mind Premium Posts Macronomics: The Residex, a Housing Price Index, In Charts Capital Mind Premium: The Equal Weighted Index Macronomics: Your Guide to ...

Capital Mind in Nov: Housing Prices, iPhone Unbundling

Capital Mind Premium Posts Macronomics: The Residex, a Housing Price Index, In Charts Capital Mind Premium: The Equal Weighted Index Macronomics: Your Guide to ...

Do Raghuram Rajan's Five Pillars Stand Up?

I wrote this for Yahoo. About two months after the entry of Raghuram Rajan as the new governor of the Reserve Bank of India, we have some kind of a scorecard ...

Loan Defaults are Rising: KC Chakravarty

Dr. K.C. Chakrabarty has a presentation on defaults, which tells you how the trend is changing – where defaults are becoming bigger and bigger as a part ...

RBI Refinances SMEs With 5,000 cr. (through SIDBI)

RBI has decided to help SMEs, as part of its five pillar approach. In a notification, it has decided to provide refinancing to SIDBI, which is the Small ...

RBI: We’ll Make G-Sec Markets Better, Incentivize Banks to Recognize Defaults

  Rajan has yet another speech in which he says much of the same but two important points: Changes to Markets are coming In the coming weeks, we will ...

IIP Bumps Up to +2% on “Electricity”

The Index of Industrial Production (IIP) for September 2013 has come in at +2.0% in what seems to be a surprise. However the numbers are better due to a lower ...

RBI Sells $4bn in Sep 2013, Despite Big Currency Inflows

We note from the RBI Monthly Bulletin, that it has continued its selling spree on the dollar, selling a more than $6.9bn (gross) through the month of ...

Riding the Rupee Tiger

I wrote this for Pragati in October 2013 The arrival of a new RBI governor seems to have clicked with the markets – stocks are up to near-all-time-highs, ...

RBI Lets Foreign Banks Expand Through Subsidiaries

RBI releases guidelines for foreign banks to become fully owned subsidiaries in India. This is likely to mean that banks like Citi, Stanchart and HSBC, which ...