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Macro Economy 

Share insightful expert analysis and opinions on Indian and global economies - GDP growth, inflation, fiscal deficit, disinvestments etc. Please post stock related news in their respective stock forums or in Nifty-50.
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Macro Economy Discussion

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Reputation: 8,445 • Feb 27 6:21 AM

#MacroEconomy You Still didn't understand Bonds. Yesterday Bond Yields in US inceases Nice enough to attract Investors. Like we here invest in Funds etc. These funds invest in stocks someway FII are Foriegn funds, they too invest peoples of Theta countries in Infia, So with incra...
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I
Reputation: 8,445 • Feb 26 4:32 AM

I posted Macroeconomic indicators, In which one was Bond Yield, Which is also reason of Sell off seen in market.
This Bond Yield impact Equity inversely.
When valuing equities , investors add the equity risk premium they seek to a risk-free rate to compute the exp...
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Valuable information sir.. even though long article.. its clear.. bond,currency,crude oil,gold & equity..all interlinked.. i didn't correlate this much earlier in my view..
I
Reputation: 8,445 • Feb 26 1:13 AM

What are the key macroeconomic indicators to watch?
This is just an overview about Macroeconomic indicators not a Detail explanation.
Macroeconomic indicators are a key part of fundamental analysis for traders, as they provide insight into the state of a countr...
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Good analysis ji
India Q3 GDP Growth At 0.4%, Government Expects 8% Contraction In FY21
The Indian economy made a small comeback to the growth charts in the October-December quarter of FY21, after contracting by record margins for two consecutive quarters due to multiple cycles of nationwide and regional lockdowns in the wake of the Covid-19 pandemic.
Moneycontrol
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What Is Crude Oil ⁉️
Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials.
It is often called "black gold,"
Crude oil is typically obtained through drilling, where it is usually fo...
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313 @313
Feb 26 7:17 AM

thank you for the information
Aneel @aneel-Hkwh9WH3U
Feb 26 5:11 AM

Good information

If you see the inflation rate for the last 6-7 years, it is around 4.5%.
But how relevant is this?
To know your actual inflation, look at the increase in household spending of your family in the last 40 years.
I am taking 40 years as it is the working life of one generation and...
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I
Reputation: 8,445 • Feb 24 2:50 AM

#MacroEconomy High pe Stock Tata Consumer will replace low pe Gail stock in Nifty. This will increase pe more. Index Composition Changes more towards non cyclical, Consumer and new age Stocks.
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Janet Yellen's proposal for a capital gains tax in US may push global money towards markets like India
US Treasury Secretary Janet Yellen has proposed a hike in capital gains tax, as well as taxing unrealised capital gains. Wealth managers believe this could
Business Insider
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*Chemicals prices on an upswing post hurricane Harvey disruptions in the US – Positive for few Indian chemical companies*
Winter storm and ultra-low temperatures in the US have disrupted operations of the US Gulf Coast refineries and petrochemical plants. Forced sh...
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Introduction to Production Linked Incentive (PLI) scheme & its implications for telecom equipment sector
Production Linked Incentive (PLI) Schemes were initiated by the Government of India (GoI) in March 2020 to reduce the country’s reliance on imports, specifically, Chinese imports in a few industries and sectors.    The objective of the PLI Scheme is to increase domestic production. Hence, it kicked off with the drugs sector, where 53 bulk drugs were eligible for a PLI of nearly Rs 7,000 crore. According to recent reports, PLI Scheme announcements may trigger...
Dalal Street Investment Journal
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I
Reputation: 8,445 • Feb 18 8:21 AM
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Reputation: 8,445 • Feb 18 8:20 AM
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Reputation: 8,445 • Feb 17 2:05 AM
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*Economic activity on verge of normality, GDP to grow 13.5% in FY22: Nomura*
_The brokerage said its proprietary index has been on an uptrend since hitting its trough during the strict lockdown in April last year._
Economic activity is on the "verge of normality" a...
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Macro Economy - 2175256
Global Cues
Here are key global data points to watch out for next week:
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*India To Overtake EU As World’s Third Largest Energy Consumer By 2030: IEA*
India will overtake the European Union as the world's third-largest energy consumer by 2030, the International Energy Agency said on Tuesday as it forecast India accounting for the biggest...
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CPI inflation eases in Jan, IIP returns to growth path in Dec
NSO data showed food inflation easing to a 20-month low at 1.89% as vegetable prices dipped by 15.84% during the month.RBI in its latest monetary policy argued that dip in inflation could be shortlived with increased pass-through to output prices
mint
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IT jobs see strong growth in Bangalore, Hyderabad; Mumbai, Delhi dip: Report
Job postings in the IT sector has significantly improved in several cities including Hyderabad, Chennai as well as been impacted in other metro cities like Delhi-NCR, Mumbai.When it came to cities, job postings in Bangalore witnessed 3% growth followed by Pune with 2% and Hyderabad 1%, while job postings in Chennai have remained the same
mint
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India's factory output grows 1% in December
The Indian economy had contracted 7.5% during the September quarter, much slower than the record 23.9% decline seen during April-June in the immediate aftermath of the coronavirus pandemic
mint
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RBI tightens norms for investments in NBFCs from non-FATF nations
According to the new rules, fresh investors should hold less than the threshold of 20% of the voting power in an NBFC
mint
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Macro Economy - 2116000
Global Cues
Here are key global data points to watch out:
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RBI MEET
Interest Rate Decision
4.00% VS 4.00%

Cash Reserve Ratio
3.00% VS 3.00%

Reverse REPO Rate
3.35% VS 3.35%

#InvestmentIdeas
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Morgan Stanley Raises Sensex Target to 55,000 After India Budget
· Morgan Stanley has increased its year-end forecast for India’s Sensex to 55,000 from 50,000 following the budget, saying sentiment was buoyed by the push for growth and the lack of any new income ...
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*NewsFirst* : Govt imposed agricultural infra cess on following items.
• Petrol : Rs 2.5 per litre
• Diesel : Rs 4 per litre
• Gold : 2.5%
• Silver : 2.5%
• Alcoholic beverages : 100%
• Crud palm oil : 17.5%
• Crude soyabean : 20%
• Sunflower oil : 20%
• Apples (...
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Sir suggestions for tomorrow pick

Subscribe please
D
Reputation: 5,937 • Feb 1 12:38 PM

Macro Economy - 2067312
#TradingUniversity Major Allocation in Red Briefcase which converts market to Green Briefcase. Very Sad to miss this rally.
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A
Reputation: 9,093 • Feb 1 11:53 AM

My views on budget is quite normal
I mean I'm positive for market.
Next target for nifty is 15,000
Nifty will definitely reach 15,000 after "A Correction"
What's your view on "BUDGET FY21-22"
@sridharbalakrishnan @king999 @quantsapp @RUDRA007 @ygtrader @swapnatripathi
Other fri...
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Reputation: 11,126 • Feb 1 11:45 AM
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Budget 2021 -
1. Stress asset resolution – to clean up bank book
ARC and AMC will be set up to consolidate and takeover existing stressed assets and manage through alternative investment funds.
2. NCLT framework will be strengthened and special framework for MS...
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I liked the mindset. It is for the first time in our post Independence history that the FM has not bothered about the priorities of managing the fisc to please foreigners or tinkering with taxes to harm and benefit different categories of taxpayers and has come up ...
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SKB @skb-S1n0wY7fP
Feb 1 11:28 AM

Good comment

Macro Economy - 2055764
Global Cues
Here are key global data points to watch out for next week:
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A
Reputation: 2,066 • Jan 31 3:51 AM

IDX:NIFTY PHARMA - 2055601
Well, pharma stocks did give some upside (safety net) to investors during the early stage of pandemic. The recovery is slowly happening now. I still feel, pharma has lot of upsides (in long term perspective).
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Union Finance Minister Nirmala Sitharaman tabled Economic Survey 2020-21 in Lok Sabha. Real growth rate for FY21 is taken as -7.7% and real growth rate for FY22 is assumed as 1 1 .5 % based on IMF estimates.
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Finance Minister launches “Union Budget Mobile App”
Union Budget 2021-22 which will be presented on 1st February 2021 will be the first budget in the history of India in the paperless form. Union Finance Minister Nirmala Sitharaman has launched a mobile applicatio...
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Cairn threatens to seize Indian assets overseas to collect $1.4 billion arbitration award
The British firm has begun identifying overseas Indian assets, including Indian bank accounts, airplanes and other foreign properties, in case the Indian government fails to honour the arbitration award
@BT_India
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Opinion: Stock-market bulls are fooling themselves over the risk of a bear market while the economy keeps growing
There's another trigger for big declines in the stock market beyond economic recession.
MarketWatch
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All theories of what generates higher inflation are pointing in the same direction – up: Fed’s Bullard
St. Louis Fed President James Bullard on Wednesday said there are three schools of thought on what generates inflation and they're all pointing in the same...
MarketWatch
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A
Reputation: 3,661 • Jan 12 8:53 AM

Large Market participants are anxious and calling the shots for QT while last time they made such an announcement the market gave a befitting reply with a 25% on the index alone.

I don't think this is any close to a bubble.

Certain indexes and sub-indexes are lower than their a...
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Indian economy heading towards V-shaped recovery in 2021: Assocham
The industry chamber said it expects immense accruals of economic benefits from the COVID-19 vaccination programme about to be rolled out
mint
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WEEKEND MUSINGS
Artificial Intelligence, Automation has shaking up the ecosystem over the last few years. But the Pandemic and consequently the Lockdown have accelerated the inevitable.The business and corporate world are poised to change forever.
The out...
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A PEEP INTO THE FUTURE
Suresh Kumar:
*_Some Very Interesting, but very scary Predictions for the Future.._*
*1-Conventional Car Repair workshops* will vanish over a period of time.
*2-A Petrol Engine /Diesel Engine-driven Car has almost 20,000 individual components...
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Srinivas @srinivas-HJXFtK7RP
Jan 11 5:38 AM

Exponential change is happening than anticipated.
BCC @Sunil12
Jan 14 3:53 AM

So for long story IT sector only perform.

Sir ji, the stuff you share are always interesting to read/ note.. thanks 😊
How The Economic Machine Works by Ray Dalio
Economics 101 -- "How the Economic Machine Works."Created by Ray Dalio this simple but not simplistic and easy to follow 30 minute, animated video answers th...
YouTube
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Chapter 1: The Big Cycles in a Tiny Nutshell
As explained in the Introduction, the world order is now rapidly shifting in important ways that have never happened in our lifetimes but have happened many times before in history.  My objective is to show you those cases and the mechanics that drove them and, with that perspective, attempt to imag
@LinkedInEditors
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AJ @ashwinjain
Jan 9 1:28 AM
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*Indian Economy Expected To Contract By 9.6% In 2020-21: World Bank*
India's economy is estimated to contract by 9.6% in the fiscal year 2020-21, reflecting a sharp drop in household spending and private investment, and the growth is expected to recover to 5.4% in ...
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