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Sensex/MSCI World Index: Has Outperformance resumed?

On the whole, Indian Equities (Sensex) have outperformed global Equities (MSCI World Index) since 2001. The index is now trading at crucial levels after it gave an impression of outperformance during the rise in Nov-Dec'18, after stalling for 8 years, from Oct-2010 onwards. A bounce back in the index from current levels would be important indiactor of resumption of outperformance which could then quite likely continue in the second half of 2019. This, if seen should attract foreign investors to India again and should be Rupee-positive.

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MAY - 2019
DATE	TIME		ECONOMIC DATA	UNIT	EXPECTATIONS		PREV	ACTUAL
	GMT	IST			KSHITIJ	MARKET
1-May-19	22:30	4:00	AU PMI		51.44	-	51.0	54.8
	8:30	14:00	UK PMI		53.45	53.2	55.1	53.1
	12:15	17:45	US ADP Emp	K	155	181	151	275
	13:30	19:00	CA PMI		50.15	-	50.5	49.7
	14:00	19:30	US Manufacturing ISM		54.82	55.0	55.3	52.8
	18:00	23:30	US FOMC Meeting	%	-	<2.50	<2.50	<2.50
2-May-19	5:00	10:30	IN Manufacturing PMI		52.3	-	52.6	51.8
	7:30	13:00	CH PMI		49.9	51.0	50.3	48.5
	8:00	13:30	EU PMI		-	-	47.8	47.9
	11:00	16:30	UK BOE Minutes		-	0-0-9	0-0-9	0-0-9
	11:00	16:30	BOE Mtg	%	0.75	0.75	0.75	0.75
3-May-19	7:30	13:00	CH CPI		0.71	0.60	0.69	0.69
	12:30	18:00	US NFP	K	189	181	189	263
	12:30	18:00	US Unemployment Rate	%	3.9	3.8	3.8	3.6
	12:30	18:00	US Avg Hrly Earnings		0.30	0.30	0.18	0.22
	12:30	18:00	US Average Hourly Earnings Production & Non Supervisory Employees	%	-	-	0.30	0.30
6-May-19	5:00	10:30	IN Services PMI		52.68	-	52.0	51.0
	9:00	14:30	EU Retail Sales	%	-0.01	-0.1	0.5	0.0
7-May-19	0:30	6:00	Australia Trade Balance	A$ Bln	4.55	4.49	5.14	4.95
	1:30	7:00	JP PMI		49.45	49.5	49.5	50.2
	4:30	10:00	RBA Meeting	%	-	1.25	1.50	1.50
9-May-19	1:30	7:00	CN CPI (YoY)		-	2.5	2.3	2.5
	1:30	7:00	CN PPI		0.59	0.6	0.4	0.9
	12:30	18:00	US Trade Balance	GBP (Bln)	-49.0	-51.4	-49.3	-50.0
	12:30	18:00	US PPI ex Food & Energy (MoM)	%	0.25	0.2	0.3	0.1
	12:30	18:00	US PPI	%	0.16	0.2	0.6	0.2
10-May-19	8:30	14:00	UK Trade Bal	GBP (Bln)	-15.12	-13.7	-14.4	-13.7
	8:30	14:00	UK GDP	%	-	0.5	0.3	0.5
	12:00	17:30	IN IIP	%	-5.00	-	0.08	-0.07
	12:30	18:00	US CPI (MoM)	%	0.08	0.4	0.4	0.3
	12:30	18:00	US Core CPI (MoM)	%	0.19	0.2	0.1	0.1
	12:30	18:00	CA Labour Force	K	-	-	-7.20	106.50
13-May-19	12:00	17:30	IN CPI		2.71	-	2.86	2.92
14-May-19	6:30	12:00	IN WPI	%	2.87	3.07	3.18	3.07
	8:30	14:00	UK Unemp	%	3.9	3.9	3.9	3.8
	9:00	14:30	EU Ind Prodn (MoM)	%	0.1	-0.3	-0.1	-0.3
15-May-19	2:00	7:30	CN Retail Sales		-	8.6	8.8	7.2
	2:00	7:30	CN IIP (YoY)		-	6.5	8.5	5.4
	9:00	14:30	EU GDP	%	-	0.40	0.38	0.40
	12:00	17:30	IN Trade bal	$ Bln	-12.71	-14.9	-10.89	-15.33
	12:30	18:00	US Retail Sales (MoM)	%	0.77	0.20	1.77	-0.25
	12:30	18:00	CA Inflation Y/Y	%	1.7	1.8	1.8	1.8
	13:15	18:45	US Industrial Production	%	0.54	0.00	0.09	-0.46
	13:15	18:45	US Capacity Utilization	%	79.01	78.7	78.5	77.9
	20:00	1:30	US TICS (Net foreign purch of long-term Sec)	$ Bln	29.09	36.3	51.88	-28.40
16-May-19	1:30	7:00	Australia Labour Force	K	11.8	15.2	27.66	28.39
	9:00	14:30	EU Trade Bal	EUR Bln	-	19.00	20.60	17.90
	12:30	18:00	US Philifed Index		6.82	10	8.5	16.6
	12:30	18:00	US Housing Starts	K	1162	1210	1168	1235
17-May-19	9:00	14:30	EU CPI (YoY)	%	1.55	1.70	1.40	1.72
20-May-19	23:50	5:20	JP GDP	%	0.33%	-0.1%	0.5%	0.5%
21-May-19	14:00	19:30	US Existing Home Sales	K	5278	5350	5210	5190
22-May-19	8:30	14:00	UK CPI Y/Y	%	1.75	2.20	1.90	2.09
	14:30	20:00	EIA Crude Stock Change (wk ending 17 May)	mln barrels	-	-0.60	5.43	4.74
23-May-19	8:00	13:30	GER IFO Business Climate		99.0	99.2	99.2	97.9
	8:00	13:30	GER IFO Business Situations		102.8	103.6	103.4	100.6
	8:00	13:30	GER IFO Business Expectations		94.8	95.2	95.3	95.3
	14:00	19:30	US New Home Sales	K	688	678	723	673
24-May-19	23:30	5:00	JP CPI	%	0.62	0.90	0.50	0.89
	12:30	18:00	US Durable Goods Orders	%	3.61	-1.80	1.68	-2.11
28-May-19	5:45	11:15	CH GDP	%	-	-	0.2	-
	9:00	14:30	EU Biz Climate		-	-	104.0	-
	13:00	18:30	US Case Schiller	%	-	-	3.0	-
	14:00	19:30	US Cons Conf		-	-	129.2	-
29-May-19	14:00	19:30	BOC Meeting	%	-	-	1.75	-
	14:30	20:00	EIA Crude Stock Change (wk ending 17 May)	mln barrels	-	-	4.74	-
30-May-19	12:30	18:00	US GDP	%	-	-	3.13	-
31-May-19	23:05	4:35	UK Cons Conf		-	-	-13	-
	23:30	5:00	JP Unemp	%	-	-	2.5	-
	12:00	17:30	IN GDP	%	-	-	6.55%	-
	12:30	18:00	US Personal Income	%	-	-	0.06	-
	12:30	18:00	US PCE Price Index M/M	%	-	-	0.05	-
	12:30	18:00	CA GDP	%	-	-	-0.1	-

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MAY - 2019
MONDAY		TUESDAY		WEDNESDAY		THURSDAY		FRIDAY
				1	CN, IN, CH, EU	2	IN Manf PMI	3	JP
					AU PMI		CH PMI		CH CPI
					UK PMI		BOE Mtg		US NFP
					US ISM		BOE Mins		US Unemp
					FOMC Mtg		EU PMI		US Avg Hrly Earnings
					US ADP Emp
					CA PMI

6	JP,UK	7	JP PMI	8		9	US PPI	10	IN IIP
	IN Svcs PMI		AU Trade Bal				US Core PPI		UK Trade Bal
	EU Retail Sales		RBA Mtg				US Trade Bal		UK GDP
							CN CPI (YoY)		US CPI
							CN PPI		US Core CPI
									CA Lab Force

13	IN CPI	14	IN WPI	15	In Trade Bal	16	AU Lab Force	17	EU CPI
			UK Unemp		EU GDP		EU Trade Bal
			EU Ind Prodn		US Ind Prodn		US Philli Fed
					US Cap Util		US Hsg Starts
					US Retail Sales
					US TIC
					CA CPI
					CN Retail Sales
					CN IIP

20	CA	21	US Ex Home Sales	22	UK CPI	23	GER IFO	24	JP CPI
20	JP GDP	21		22		23	US New Home Sales	24	US Dur Goods


27	UK, US	28	CH GDP	29	BOC Mtg	30	CH, EU	31	JP Unemp
27		28	EU Biz Climate	29		30	US GDP	31	IN GDP
			US Cons Conf						UK Cons Conf
			US Case Schiller						US Pers. Inc.
									US PCE
									CA GDP

01 May Day		18 Buddha Purnima