The response to the Covid-19 pandemic in India has been particularly tepid, with on ground inspection of announcements pointing at a mismatch between the policymakers’ and the to-be beneficiaries’ perspectives. Both monetary and fiscal reforms have seen a limited demand for their schemes, bringing us to question the missing piece. With little economic activity, demand […]
India’s policy action: Not hitting the bull’s eye! Read More »
Even while being at standstill, the world has leaped ahead in the last 3 months. A mopping robot in a middle-class Indian household felt like at least 10 years away, is now a reality. Global Handwash day, an initiative first started in 2008 to educate people on perks of handwashing, has been picking a slow
Changing perspectives in the next lustrum Read More »
As a macro analyst working in capital markets, life is tumultuous. At one end, everyone’s curious to know what is happening in the economy. At the other end, they’re scratching their heads on why the market isn’t reflecting. And the conversation ends with “which stocks shall I buy? “which leaves me scratching my head. In
Macro and Markets: The dichotomy is not so discreet Read More »
As I sip my evening coffee and look back at those years spent in university, I remember the indispensable monetary economics equation, MV= PY. For those of you who had any exposure to economics, this will ring some familiar bells. The equation basically says money supply in the economy can drive growth. So for all
What drives the economy – Money? Read More »
“In a crisis, be aware of the danger–but recognize the opportunity.” – John F. Kennedy 40 days in to the lockdown and it has become pretty evident, that we are living in a crisis; one at hand being a medical as well as a financial crisis. If you happen to google the term crisis, your
India’s chance to seize opportunity amidst crisis Read More »
That is exactly how our markets are positioned. Nothing lasts here forever and history definitely rhymes, if not repeats. The better player just knows the rhyme is coming before it actually happens. This is exactly how I feel about the upcoming Bull Run in commodity markets. Everything is in place and commodities are set to
Commodity reflation in the offering Read More »
We stand at 5% growth today, unable to perceive a brighter future hereon. Any bonus, be it corporate tax cut or fall in interest rates is simply being folded into the pockets in expectations that only gloom and doom lies ahead. This is the power of perception or as Economists call it “future expectations”- for
Watch For The Green Shoots! Read More »
Economics is an interesting discipline because of its uniqueness as “human science”. Humans defined a perfect world and then perfect events with perfect response to them. To err is human and quite honestly, economists have erred more than just once. Owing to the absence of a universal force, economics provides a wonderful scope to tweak
Paradox of low inflation Read More »
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