Charts That Matter – ETF Crash
1. Indian Rupee Closes at its weakest level on record of 69.05/$. Interestingly it has also broken out on chars. … Read more
1. Indian Rupee Closes at its weakest level on record of 69.05/$. Interestingly it has also broken out on chars. … Read more
1. A recent survey by Indiaspend shows, a majority of Indians prefer political leaders from their own caste, tribe or … Read more
Victor writes 1. Most companies manage their own decline. It is fine until disruption hits. 2. Innovators are different; they … Read more
1. The disconnect between your Mutual Fund NAV and Sensex. Wealth managers are using this illustration to shift the blame … Read more
BNP Paribas Mutual Fund marco dashboard for the month of March 2018. [REITs] Check out our H2 hedge fund letters … Read more
BNP Paribas on how remonetisation, credit growth and budgetary support has fueled Consumption, Investment and Government spending which are working … Read more
Economic data continues to be strong Trade deficit is worsening inspite of strong global growth Core Inflation continues to be … Read more
It is interesting to note the compression of core WPI with respect to core CPI (Exhibit 1). WPI is reflective … Read more
BNP Paribas Mutual Fund macro-economic update for the month of January 2018. They find more indicators confirming better domestic growth … Read more
Average is Over – Wikipedia en.wikipedia.org Average is Over: Powering America Beyond the Age of the Great Stagnation is a … Read more
This is probably the most thought provoking piece on markets I have read in long time . Victor shvets of … Read more
Three things matter for economy to sustain …….liquidity, low interest rates and credit growth. There is almost a 100% probability … Read more
Ajay Shah writes ….Macroeconomic phenomena always have multi-dimensional explanations. One element of this story is an upsurge of fear. From … Read more
Banco Popular, Spain’s sixth biggest bank, is no more. Its assets, including a massive portfolio of small-business clients, now belong … Read more