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Research And Views Archives | Equitymaster
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Here you will find all the research and views that we post on Equitymaster. Use the tools to customize the results to suit your preference!


Why Real Estate Prices are Going Down at a Slow Pace

(Mar 23, 2017)

Many investors have got anchored to a selling price which has got nothing to do with the current state of the real estate market

Why Waiving Off UP Farm Loans is a Bad Idea, Nevertheless...

(Mar 22, 2017)

The question is if banks could write off lakhs of crore of corporate loans, why are we so worried about what is effectively a very small loan waive off.

Is the RBI Telling Us Something That the Govt Isn't?

(Mar 21, 2017)

As we have been saying all along, the RBI expects the currency in circulation to stabilize only by May 2017.

As Digital Transactions Fall, Indians Are Going Back to Cash

(Mar 16, 2017)

Digital transactions have fallen since December 2016 both in value and volume terms.

Of Demonetisation, Black Money and Jan Dhan Accounts

(Mar 15, 2017)

Or how Jan Dhan accounts did not become a conduit for black money in the aftermath of demonetisation.

Trump's Plan to Make America Great Again Will Fail Because of Dollar

(Mar 14, 2017)

The United States has access to easy money in the form of the dollar. While other countries need to earn it, the United States can simply print it or create it digitally.

Are Indians Going Back to Cash?

(Mar 8, 2017)

As of now there is not enough data to say that Indians have totally gone back to cash, but the data that is available does suggest that they are moving towards it

The Govt Can't Keep Driving GDP Growth

(Mar 7, 2017)

Over the last two years, a greater portion of the GDP growth has come through increasing government expenditure. Is this sustainable?

Mr Jaitley, Informal Economy Doesn't Necessarily Mean Black Economy

(Mar 2, 2017)

It constitutes 40 per cent of the Indian economy and employs 75 per cent of its labour force.

Believe in Indian GDP Growth at Your Own Peril

(Mar 1, 2017)

Private consumer expenditure grew by 10.1% in a period when there was a huge cash shortage in the financial system.

Broken Window Fallacy: What Falling Vegetable Prices Tell Us About Notebandi

(Feb 28, 2017)

In any economic event, there is a lot that is seen, but there is a lot that remains unseen as well. And that is a problem.

Why Bill Gates is Right About Robots Paying Taxes

(Feb 23, 2017)

There is a fundamental problem with the argument that robots are going to destroy human jobs.

Will Chinese Jobs Come to India?

(Feb 22, 2017)

As Chinese labour costs go up, the businesses are becoming uncompetitive on several fronts. Will these businesses come to India?

What Vehicle Sales Tell Us About Notebandi

(Feb 20, 2017)

A comparison of car sales and two-wheeler sales tells us that the rich got away with demonetisation.

All Bank Deposits Post Notebandi Have Been Invested in Govt Securities

(Feb 16, 2017)

This has led to interest rates on fixed deposits coming down dramatically and hurting savers.

India's Ecommerce Ponzi Scheme Has Started to Unravel

(Feb 15, 2017)

The investors are writing down their investments in these firms.

And the Notebandi Lies Continue

(Feb 14, 2017)

The finance minister and his secretary are both lying in trying to tell us that all is well on the demonetisation front.

The GDP Number Will Not Capture the Full Negative Impact of Demonetisation

(Feb 8, 2017)

The informal economy which has borne the brunt of the negative impact of demonetisation, is not captured well-enough in the GDP number.

If Trump Unravels the Global Ponzi Scheme, What Will China Do?

(Feb 7, 2017)

Any action to bring down the trade deficit that the United States runs with China, is going to have repercussions on multiple fronts.

Why Real Estate Prices Haven't Crashed After Notebandi

(Feb 6, 2017)

While sales have fallen by close to 40 per cent, prices are more or less flat.