Foreign Exchange
Friday 16 December 2022
India Market Map: November 2022
Thursday 15 December 2022
Monitoring the NaMo Bull Market in Stocks: November 2022
See my blog of July 9, 2014 for the original note on using TMV/GNP ratio to gauge whether the market is cheap or expensive, and my monthly blogs on this subject.
Monday 14 November 2022
India Market Map: October 2022
Foreign Exchange
Home Loans
Friday 11 November 2022
Monitoring the NaMo Bull Market in Stocks: October 2022
See my blog of July 9, 2014 for the original note on using TMV/GNP ratio to gauge whether the market is cheap or expensive, and my monthly blogs on this subject.
Thursday 10 November 2022
The flow of money up to Q2 2022-23: credit growth picks up further and far outstrips deposit growth
We are now in the second quarter of double digit credit growth and the fastest pace since 2015. Is this a transitory or a durable trend? I am not sure but it needs close watching.
Monday 17 October 2022
India Market Map: September 2022
Foreign Exchange
Money Market
Monitoring the NaMo Bull Market in Stocks: September 2022
See my blog of July 9, 2014 for the original note on using TMV/GNP ratio to gauge whether the market is cheap or expensive, and my monthly blogs on this subject.
Tuesday 6 September 2022
India Market Map: August 2022
Foreign Exchange
Bank Deposits
Public Provident Fund
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