State of Economy
Markets seem to be going up while Economy is as is and Real Estate is going down. What sense does it all make? more
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Seems like a disconnect between markets and economy. From my perch not much has changed. more
Oct 30
Market is in the hand of FIIs.They are making fool of us.When every body thinks that market will go down , they start purchasing and sell heavily when every body is in buy mode. more
Oct 21
I think markets won't go up for long either. Fed tapering is only delayed and not cancelled. It is now expected to begin sometime in 2014 (against late 2013 expectations earlier) and high CAD economies (India, Turkey etc.) will be hit for sure. Further, moving from WPI to CPI for measuring inflation reduces the chances of interest rate downside any time soon. So markets flat at best in the near-term to -intermediate term (6-to-18 months type). Economy - probably troughing out, but not likely to accelerate back to 8% anytime soon. And real estate in India is now likely to pay the price for decoupling from the fundamentals. This price may not be much in nominal terms. So prices will stay flat, but in real terms this implies price depreciation at the rate of inflation (7-8% by any measure)...So overall, risk assets in India not very lucrative investment destination for a short-term investment horizon... more
Oct 21
