Economic Analysis
The Fed cut its bond purchase program of USD 75 billion by USD 10 billion in its January 28th-29th meet and has indicated that it will continue to taper by USD 10 billion every meeRead More
30 Jan 2014
Argentina, a commodity driven economy that is facing all the negatives of weak commodity prices and poor economic policies, devalued its currency on the 23rd of January 2014. The PRead More
25 Jan 2014
A political party based on the plank of anti corruption must first have a strong economic policy backing it. Any amount of crusades against corruption without a fundamentally stronRead More
15 Jan 2014
Indian Economy Calendar year 2013 was characterized by rising inflation and falling growth and this impacted the INR as well as bond yields. Inflation as measured by the WPI (WholeRead More
14 Jan 2014
The 2010-2020 decade will be underlined by the fact that the US, which is the world’s largest consumer of oil, will become self-sufficient in oil. US exporting oil will see major eRead More
10 Jan 2014
The Aam Aadmi party (AAP), if it’s mandate is getting rid of corruption in the country, should ban the word “Free” from the lexicon of the economy. “Free” is corruption of the commRead More
06 Jan 2014
The sharp rise in CPI (Consumer Price Index) to its all time high of 11.24% year on year in November 2013 from levels of 10.17% seen in October 2013 will prompt the RBI to raise thRead More
13 Dec 2013
Sensex and Nifty at record highs, the Indian Rupee rallying sharply and bond yields falling are the market reaction to a resounding win for the main opposition party BJP in the jusRead More
09 Dec 2013
The irony for markets is that good news on the economy is actually bad news for asset prices. The reason is that a stronger US economy will lead to the Fed lowering and stopping itRead More
07 Dec 2013
China is big. It is the second largest economy in the world. It is also the most populated economy in the world. India is always compared to China and in such comparisons, comes ouRead More
18 Nov 2013
Indian Economy India’s economic data for the first seven months of fiscal 2013-14 provides no reason for cheer. The government should hope that the November-March period shows impRead More
14 Nov 2013
Indian Economy Food prices are killing growth literally. India’s official inflation index, the WPI (Wholesale Price Index) rose by 6.46% year on year for the month of September 201Read More
14 Oct 2013
Opportunity does not lie in positioning for the obvious but lies in positioning for not the so obvious. It is obvious that India is facing heavy macro headwinds in the form of fallRead More
13 Sep 2013
Hedge Fund managers who typically frequent the same bars in upmarket areas of London, Hong Kong and Singapore greet each other with pleasantries that reflect their positions. One sRead More
27 Aug 2013
Internship Project Report for Investorsareidiots.com – by Omkar K and Shweta Pillai – Students of MSc Economics in Symbiosis School of Economics, Pune.Read More
16 Aug 2013
India’s GDP growth forecasts are being revised downwards across think tanks. Private economists are projecting growth at below decade low growth rate of 5% seen in fiscal 2012-13 wRead More
13 Aug 2013
Indian Economy RBI will have to cut rates post 30th July Policy Review Economic data for the first quarter of 2013-14 does not bode well for GDP growth. Data from vehicle sales to Read More
14 Jul 2013
The markets are abuzz with news of the Indian government talking to bankers on a global bond issue. India as a sovereign has never borrowed outside its own currency through issue oRead More
12 Jul 2013
The reversal of the USD fortunes is a lesson for many India bashers. In continuation to this article where many USD bears have been forced to rethink on their analysis, sell India Read More
08 Jul 2013
The reversal of the USD fortunes is also a lesson for many India bashers. The US Dollar (USD) is looking strong. The US economy is showing signs of steady growth ahead even as econRead More
08 Jul 2013
