As we gear up to celebrate Republic Day, a symbol of India’s progress and growth, we’re excited to launch our report on India’s compelling macro story.
“How we Track India’s Macro Story” captures the essence of the many economic analyses done by our research team through the year to provide a nuanced understanding of India’s evolving macroeconomic landscape.
In a world inundated with data, understanding critical turning points in the Indian and global economy is crucial for long-term investors like NIIF.
Our journey to distill meaningful insights from a sea of statistics led to the development of the Growth, Rates, Inflation, Exchange rate (GRIX, pronounced Greeks) framework.
The GRIX (pronounced “Greeks”) framework has been the cornerstone of our macroeconomic analysis, sharpening our focus on key macro variables essential for informed investment decisions.
Triggered by shocks or shifts in underlying dynamics, our Research team delves into historical patterns to discern whether we were witnessing structural changes or mean reversions.
Digital India played a pivotal role in providing an exhaust of data, enabling us to create innovative analyses like Toll HeatMaps.
Collaborating with Adqvest, we combined sectoral expertise with data science, resulting in a number of interesting visualisations and insights.
As we share this report, we invite you to explore the framework and analyses that have guided our investment strategies.
