Tuesday, 17 May 2022

The flow of money in FY 2021-22 : deposit and money supply growth slows, credit picks up

 While nominal GDP last year,FY 21-22,  grew by 19%, money supply came down sharply to 9%. Last year we had the reverse. Combining the two pandemic years, FY2020-22, nominal GDP saw an increase of 18%, and money money saw a growth of 21% - so money supply growth has exceeded nominal GDP growth but within a reasonable measure. 





















Saturday, 14 May 2022

Monitoring the Bull Market in Indian Stocks: April 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.







Friday, 13 May 2022

India Market Map: April 2022

 

Foreign Exchange


Stocks


Government Bonds


Gold


Money Market


Policy Rates


Bank Deposits


Public Provident Fund


Post Office Deposits


Home Loans

Real Estate






















Wednesday, 6 April 2022

Monitoring the Bull Market in Indian Stocks: March 2022

 The ratio of market cap to GNP has stayed above 100% for over a year now. Even during the stock market boom of 2002 to 2008 this did not happen although the extreme this indicator reached then was about 150%, something we have not seen as yet in the present phase.





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.




India Market Map: March 2022

 Foreign Exchange

Stocks

Government Bonds

Gold

Money Market

Policy Rates

Bank Deposits

Public Provident Fund

Post Office Deposits

Home Loans

Real Estate



Saturday, 5 March 2022

India Market Map: February 2022

 Foreign Exchange



Stocks


Government Bonds


Gold


Money Market


Policy Rates


Bank Deposits


Public Provident Fund


Post Office Deposits

Home Loans


Real Estate




Monitoring the Bull Market in Indian Stocks: February 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.