The Rupee continued to remain significantly overvalued in real terms over the course of the year.
Thursday, 30 April 2020
Wednesday, 29 April 2020
The flow of money in FY 2019-20 : full year numbers confirm the quarterly trend of very weak credit and deposit growth
Pl see my quarterly blogs on this subject for 2019-20 (links below).
The flow of money up to Q3 2019-20 : credit flow is a dribble
Wednesday, 1 April 2020
India Market Map: March 2020
Foreign Exchange
Monitoring the NaMo Bull Market in Stocks: Update as of March 2020
Is the bull market over? Or rather does the indicator suggest a buying opportunity?
The est. of Market Cap to GNP ratio is at the lowest number since March 2009! The ratio did dip below 60% in August 2013 but went back up. For much of the 1990's and the start of the new millennium the ratio hovered between 20 and 50%.
The est. of Market Cap to GNP ratio is at the lowest number since March 2009! The ratio did dip below 60% in August 2013 but went back up. For much of the 1990's and the start of the new millennium the ratio hovered between 20 and 50%.
Please 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.
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