The last three months have been strange or for the want of a better word “Frustrating” given the fact that the assumptions under which one forms a view have kept on changing so fast that forming a view by itself has become a challenge. This is not only true for ordinary mortals like us but […]
Read MoreThe year 2011 started off with lot of optimism given the recovery in December and a poll of brokerages put the BSE Sensex target at 22500-25000 by the end of the year. However as soon as the year started the markets started getting impacted by negative news flow. First it was the spiraling food inflation […]
Read MoreWhen one has to just sit back There are times in the stock markets where there are events on a daily basis and reacting to those events with pulls and pushes on both sides might not be the best thing to do. I believe that we are in a similar scenario today where on a […]
Read MoreChinese tightening could be the best thing for EMs Over the last several months as most central bankers across Emerging Markets have started on the path of tightening in order to control inflationary expectations, China the biggest contributor to the growth in consumption of most of the industrial commodities as well as Oil has lagged […]
Read MoreChinese tightening could be the best thing for EMs
Read MoreRevenue Expenditure Deficit Difference Rs Crores Rs Crores Rs Crores Rs Crores 2001-02 12 months 232715 364436 131721 42707 Upto Dec 144704 233718 89014 2002-03 12 months 268317 412964 144647 58378
Read MoreAs the RBIs monetary policy has come and gone there is a major argument on between economists about the amount of monetary tightening that RBI should do and how inflation can be controlled. Most of the textbook economists are proposing that RBI should be much more aggressive. However the key is to evaluate whether a […]
Read MoreThere has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]
Read MoreThere has been lot of debate over the last few weeks on the monetary policy stance of the RBI. As I listen to lot of commentaries and the opinions of economists and media experts the thing that I hear the most is that the RBI is behind the curve and it should have tightened more […]
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