The RBI is in a fix. Too much capital is flowing into India. And it turns out, you can have too much of a good thing – money included.
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People are using RuPay less often, but they’re spending much more. Food prices climb further, running up our inflation. And other stories.
June is the second consecutive month where the economy has been sub-par. Is this just a blip? Or will policymakers have to step in?
Corporate tax collections fall; income tax collections go up. various institutions compete for savings. And we have a current account surplus!
The modern world is a mathematical achievement. This is the story of the minds – Fibonacci, Pacioli, Fermat and more – that guided us here.
Mobile connections are growing at their 2017 pace. NRIs are making more deposits than ever. The Rupee is strong. But the economy is tepid.
If inflation rises, the RBI hikes interest rates. If it goes down, the RBI does nothing. Why? For that, you need to know the RBI’s real job.
If there’s one thing to take away from the election results, it’s that you should expect the unlikely.
The RBI keeps its repo rate at 6.5% for the 8th time in a row. The Indian economy stutters in May. And more stories.
It’s growth all around: in GDP figures, tax collections, credit, deposits, housing prices and more. In this edition, we look at what it all means.
It’s an exciting time. Both the Sensex and Nifty 50 hit their all-time peaks. To us, though, such times are when you should think of risk.
The RBI gives the government an unexpected bonanza. India, meanwhile, receives very little foreign investment. And other stories.
At Zerodha, we like to write. We see money in all its avatars, and we write about what we see. Trendlines brings this all to your inbox.
India’s unemployment rate refuses to go down. That misses the bigger picture, though: our labour pool is expanding rapidly. And other stories.
We’re swapping hydel energy for coal. Diesel demand is poor, even though we’re probably moving more goods around. And other stories.
The numbers for April are in. We’re trading less with the world, vehicle sales are a mixed bag, and FPI money leaves India. And more.
You’re always gambling. You make decisions you can’t understand for a future you can’t predict. There’s no getting around this. And if you’re already gambling, might as well learn how to do it well.
When inflation is high, can the government afford to take more wheat off the market? More Indians flock to the internet, more roads are built, and the US economy has a poor outing. And more.
India’s exports have fallen, but its imports have fallen much more – a good thing for the Rupee, in all. Meanwhile, the data shows that both electronics and life insurance are thriving.
Inflation is inching downwards. The US Dollar is appreciating, but the Rupee – buoyed by heavy FPI inflows – stays resilient. And more.
With a strong economy and falling inflation, RBI keeps rates where they are. Automobiles don’t sell, services exports fall, but power generation stays robust. And more.
India’s earning a tidy bit of foreign exchange, as its capital account surplus trumps a falling current account deficit. An RBI MPC meeting has just begun. And February sees paltry tax collections.
Central banks across the world met last week to set interest rates, sparking the question – what would the RBI do. Meanwhile, FDI blooms, but money leaves under the LRS.
No alarms and no surprises last week. Inflation stayed sticky, rural wages saw mild real growth, and merchandise trade remained steady. India’s forex reserves zoomed. US inflation refused to budge lower, while Indonesia is in trouble.
In the final instalment of our China series, we trace the journey of the country’s real estate industry – from its heady rise to its sudden crash – and how China is trying to emerge from the ashes.