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Macro Economic Dashboard

Fortnightly Macro Economic Dashboard Some Kep observations 1. Indian economy is doing well on account of consumer spending as reflected in credit growth which is still skewed towards reatil credit. 2. The Govt expenditure surprisingly is under control and they… Continue Reading

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Charts That Matter- Vol 16

1.Capacity utilisation crosses 75%. Probably the most important piece of data for Indian economy  ……….why? Till now govt spending and household consumption has kept the economy growing but both C ( consumption) and G (governement spending) cannot give a long… Continue Reading

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Charts That Matter- Vol 15

1.Google trends throws one more interesting trend. The search for “Insurance” reach five year low which is a matter of concern more so when penetration levels are still quite low. trends.embed.renderExploreWidget(“TIMESERIES”, {“comparisonItem”:[{“keyword”:”insurance”,”geo”:”IN”,”time”:”2013-08-01 2018-08-01″}],”category”:0,”property”:””}, {“exploreQuery”:”date=today%205-y&geo=IN&q=insurance”,”guestPath”:”https://trends.google.co.in:443/trends/embed/”}); 2.For the past year, Kyla Jackson… Continue Reading

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Charts That Matter- Vol 13

1. Burton Malkiel did perhaps more than anyone to popularize the notion that investing expertise is overrated in his classic book “A Random Walk Down Wall Street.” Despite some overwhelming evidence before and after the book’s publication and the rise… Continue Reading