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Vivek Kaul's Diary | Equitymaster

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Vivek Kaul's Diary

10 Economic and Political Lessons from BJP's 5:0 Washout

The voter has voted. And some sheen is clearly come off brand Modi.

Dr Urjit Patel, Have You Ever Heard of Shakti Kapoor and Dance Dance?Dec 11, 2018

Patel sacrificed himself for the RBI to tell the world that all is not well when it comes to the institutional independence of India's central bank.

When It Comes to Housing Loans, Banks/HFCs Have a Long Way to GoDec 10, 2018

India's home loan to GDP ratio is a very low 10%. Only if home prices were more reasonable, the ratio would have expanded more.

This Indicator Can Tell You Where the Indian Economy is HeadedDec 7, 2018

Keep a watch on these numbers if you want to get a sense of how the GDP growth will pan out.

The End Game for Trump & GoldDec 7, 2018

The Trump administration is likely to be fighting controversy after controversy in the months ahead. That's exactly what happened when he started his Presidency. And that drove the gold price higher.

Should You Worry About Global Warming?Dec 6, 2018

Is the earth heating up? Most appear to agree that temperatures are rising. A few dissent. Bill Bonner takes a closer look at both the sides.

Who's the Average Indian Home Buyer?Dec 5, 2018

The answer might just surprise you.

Why I don't Write FictionDec 4, 2018

Vivek goes into another of those reminiscing trips.

Private Economy Slowed Down During July to September, But Should Recover SoonDec 3, 2018

High oil prices and a weak rupee pulled down economic growth.

Mohammed Munna Aziz and the Summer of 1989Nov 28, 2018

Vivek reminisces a nearly three decade-old summer, spent listening to a Hindi film song.

Why Economic Growth Cannot Be Created on an Excel SheetNov 27, 2018

Vivek talks about a recent experience of a fund manager repeating an old India growth story, and why it doesn't make sense.

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Dec 12, 2018 (Close)