Data-backed analysis tracking broader market cycles, historical bubbles, and macroeconomic indicators. Explores metrics like the Buffett Indicator (Market Cap-to-GDP), Nifty dividend yields, and sectoral P/E spreads.


  • RBI, INR Depreciation and Inflation

    I came across an article today about the RBI’s stance on interest rates. The headline got me curious — and upon reading the what, why and how — I now understand why the RBI is taking this stand. The headline was: RBI is not likely to increase interest rates to defend INR, prioritizes Inflation, sources say. Lets try to understand this in the…