Tuesday, February 10, 2015
Tuesday, November 4, 2014
Wednesday, October 29, 2014
Monday, September 22, 2014
Thursday, June 26, 2014
El Niño - Spoiler Alert!
It goes without saying that Indian growth story is strongly dependent on rainfall. Any shortfall, and we all scramble for places to hide from resulting high prices of agri commodities.
To make matters worse, a recent forecast that El Niño weather phenomenon, has a 90% chance of striking this year, can cause trouble for India. Rise in prices due to drought conditions (deficient water supply, lower crop output) in many areas led to riots in several countries in 2007.
As you can see in the graphic below, that India will suffer a dry spell with weaker monsoon rains but US will get a relief from drought in the west.
Click image to enlarge
The latest prediction is from European Centre for Medium-range Weather Forecasts, which is one of the most reliable of prediction centres around the world.
They have clarified that the amount of warm water in the Pacific is perhaps the biggest since the 1997-98 event which led to hottest year on record at that time.
The picture will become clearer in a month or two whether this year’s El Niño will be a small or a major event.
To make matters worse, a recent forecast that El Niño weather phenomenon, has a 90% chance of striking this year, can cause trouble for India. Rise in prices due to drought conditions (deficient water supply, lower crop output) in many areas led to riots in several countries in 2007.
As you can see in the graphic below, that India will suffer a dry spell with weaker monsoon rains but US will get a relief from drought in the west.
Click image to enlarge
They have clarified that the amount of warm water in the Pacific is perhaps the biggest since the 1997-98 event which led to hottest year on record at that time.
The picture will become clearer in a month or two whether this year’s El Niño will be a small or a major event.
Tuesday, June 10, 2014
Revealed: The world's cheapest stock markets
Source: Telegraph UK
Hat tip: Barry Ritholtz
Cape ratio - P/E ratio with a twist. Instead of using earnings over 12 months, this valuation measure takes the average earnings figure over the previous 10 years. In doing so the Cape ratio strips out short-term anomalies.
Click on the chart for bigger version.
Hat tip: Barry Ritholtz
Cape ratio - P/E ratio with a twist. Instead of using earnings over 12 months, this valuation measure takes the average earnings figure over the previous 10 years. In doing so the Cape ratio strips out short-term anomalies.
Click on the chart for bigger version.
Sunday, May 25, 2014
India vs.The Rest
Reuters recently reported that India is the best performing market in Asia-Pac in 2014. See the link to the story here. Let's see how we are faring in comparison to our developed and emerging market peers.
Hat tip: The Reformed Broker
Click on the chart for bigger version.
Hat tip: The Reformed Broker
Click on the chart for bigger version.
Thursday, February 20, 2014
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