Blog Archives

Bank Policy Tuesday: DMK steals policy limelight, Rate cut hopes of India Inc

Though we did not suspect the political mulligatawny soup that will lead to a face off in the Parliament on the Lankan Tamils issue and should in fact be used by Indian polity to align to US on this issue and come

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Posted in Financial Markets

Here Comes the Fed Decision – FOMC Statement – July-August 2012

The statement reiterates it noted the deceleration in the First Half of the year and to be fair to them have not added any new spin to what has already become painfully obvious to most observers except for not giving

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Posted in Amitonomics, US

US Economy: The more things change..(European inflation data)

Though Italian one year BOT on auction landed a cut off yield closer to 4% than the last 2.3% yield, the inflation thru the Eurozone more or less remained unchanged with a 1.9% for Germany and 3.2% for Italy overshadowing

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Posted in Amitonomics, housing, Retail Lifestyle, Social Media, US

US Economy: IS that the inflation you want?

Of course many consumers instantly abhor the idea of inflation spilling over to politicians getting to believe in their actions having an actual effect on theEconomy targeting inflation. However, as we and certain powers that be at the Fed in

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Posted in Amitonomics, Financial Services, Global, US

India vs China : ( A likes comparison) Chinese inflation ticks down to 3.4%

While Indian inflation is likely to step out of the sub 7% mark on the wholesale levels to more than 8% following the retail index, Chinese inflation ticked up to 3.4% leading to a reaction in the morning’s Asian opening.

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Posted in Amitonomics, China, Financial Markets, Global, India, India Infrastructure, Indian Stocks

London, London! Where will the new round of QE go?

The Bank of England further added a tranche of $50 bln in QE even as the effect of new VAT on inflation tapers off, and theinfation rate came at 4.2% as before the BoE met last week and maintained interest

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Posted in Financial Markets

Advantage China: Exports in double digit November, Inflation 4%

China’s stand on starting off easing of monetary policy turned out ot be the only balanced one yet, having come ahead of the inflation curve with inflation falling to 4.2% where 4.5% was predicted would have done them a neat

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Posted in Financial Markets

India’s Happy thursday saga..

Our weekly report on inflation , markets and global linkages exclusively for India believers has been a successful one for more than four months now…though not without hits and misses..the latest one is below and the rest should be always

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Posted in Emerging Markets, Financial Markets, Global, India, Private Equity, Retail Lifestyle

Inflation is the many splendoured thing, then!

One cannot really manufacture inflation overnight An op-ed in the New York Times doing the rounds on Twitter, mentions the great inflation argument seemingly now the lead in Bernanke’s set of tools to stimulate growth..as under IN all the commentary

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Posted in Banking, Bonds, Financial Markets, Financial Services, Global, Investments, iShares, US

China PMI delivers blow, even as debt deal signals green

The Official PMI barely remained above 50, but the HSBC MarkIT PMI is already 48.1 indicating contraction in China Thought he contraction is more on lines of what was expected by China from the monetary tightening, Services PMI was still

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Posted in Amitonomics, China, Emerging Markets, India