Economic Indicators Every Indian Investor Must Track
Professional fund managers track a set of high-frequency economic indicators that signal where the economy is heading before GDP data confirms it. These…
Atmabhan Pandit
Founder, TWIST POOL Labs | TAC Research | First-principles finance educator.
Market Correction vs Crash — How to Tell the Difference
When the Nifty 50 fell 10% in October 2024, news channels declared "market crash." When it fell 38% in March 2020, they also said "market crash." The two…
Market Circuit Breakers and SEBI’s Role in Protecting Investors
On March 23, 2020, trading on Indian stock exchanges was halted twice in a single day as the Nifty crashed 12.98% amid COVID-19 panic. The circuit breaker…
How to Interpret CPI and WPI Inflation Data for Stock Investing
Every month, two inflation numbers are released — CPI and WPI. Financial media reports them; most investors ignore them. But inflation data is a direct…
Bull Market vs Bear Market — India Historical Examples and How to Navigate
Markets move in cycles. The Nifty has crashed 60% from peak to trough — and then rallied 500% to new highs. Understanding these cycles is not optional for…
How RBI Policy Affects Nifty and Sensex — Investor Explainer
When RBI cut the repo rate by 25 bps in February 2025, the Nifty 50 rose 1.4% that day. When RBI unexpectedly raised rates by 40 bps in May 2022, the…
India GDP Data and Its Impact on the Stock Market
India's GDP grew at 8.2% in FY2023-24 — the fastest among major economies. The Nifty 50 returned 26% in the same year. In FY2019-20, GDP slowed to 3.7%…
FII vs DII — How Foreign and Domestic Flows Move Indian Markets
Between October and November 2024, FIIs sold ₹1.14 lakh crore of Indian equities in a record single-month exodus — triggered by rising US treasury yields…
How Union Budget Impacts the Stock Market — India Budget Guide
Every February 1, India's stock market braces for the Union Budget. Stocks surge or crash within minutes of the Finance Minister's announcements. To most…