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Why Food Inflation Haunts Us, And What We Can Do To Fix It

RBI’s Raghuram Rajan has described why food inflation continues to haunt our inflation expectations over the last few years. Here’s what he says, distilled ...

Why is Controlling Inflation More Important Than Short-Term Growth Worries? Rajan Answers.

This is going to be a long essay. RBI Governor Raghuram Rajan has a brilliant explanation of why Inflation is more important to worry about than short-term ...

Macronomics: Bringing a Nuclear Missile to a Gun Fight, and Other Tales of QE

For Capital Mind Premium subscribers only, sent on 24 Feb 2014. This piece introduces Rohit Shenoy, who’ll talk to us today about the Quantitative Easing ...

It’s Not Their Fault, It’s Ours. (On Rajan’s Blaming Western Monetary Pullbacks)

“International Monetary Cooperation has broken down”, says Rajan, the head of the Indian Reserve Bank, which has been fighting inflation, the falling ...

Quick Note: 9000% Dividend Means Nothing

Arjun pointed me to this article: 9000% Dividend by Tamilnad Mercantile Bank. Hold your breath shareholders! Tamilnad Mercantile Bank (TMB) has declared an ...

Brazil Fights Inflation With Crazy Rate Hikes; Shouldn’t India Do So Too?

The Brazilian Real has fallen 18% in the last year, from 2 to the USD to 2.36, and the recent recovery has reversed almost completely since October. On ...

Are SmallCaps Joining the Big Bad Bull Run?

If you take the Nifty turnover (weighted sum of the turnover of all Nifty stocks) and compare it with the turnover of other indexes, what can you see? The ...

What Are Forex Reserves?

We keep talking about our “Forex Reserves” and worry if they fall from $300 billion to $290 billion, as if some politician just enriched their pockets by ...

Consumer Price Inflation Indexed Securities Are Here

Note: After the product was launched, I put in a more detailed analysis here. After launching Wholesale Price Inflation Indexed Bonds in Jun 2013, RBI with ...

Oh Wait, Maybe the Taper is Back On?

The central bankers will never ever have enough. Bernanke said yesterday that rates will stay near zero even after a taper, which wasn’t supposed to ...