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.
Thursday, 10 November 2022
Monday, 17 October 2022
India Market Map: September 2022
Foreign Exchange
Money Market
Monitoring the Bull Market in Indian 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
Monday, 5 September 2022
India Market Map: July 2022
Foreign Exchange
Sunday, 4 September 2022
Monitoring the Bull Market in Indian Stocks: August 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 subjec
Monitoring the Bull Market in Indian Stocks: July 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.
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