India Market Map: October 2022

 Foreign Exchange

Stocks

Government Bonds

Gold

Money Market

Policy Rates Bank Deposits

Bank Deposits

Public Provident Fund

Post Office Deposits

Home Loans

Real Estate

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.

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.