Kshitij Consultancy Services
Economic Calendar


BSE Large Caps to outperform Mid Caps in 2018?

In our 2018 Economic Calendar, we had predicted that the Large Cap/ Mid Cap ratio would rise to 2.2750. As expected, the mid-cap outperformance since 2013 indeed turned out to be a 5 wave, the 5th wave ending near 1.89. Thereafter, Large Caps have outperformed in the last few months, exactly in line with our prediction in Nov '17.
JULY - 2018
DATE TIME ECONOMIC DATA UNIT EXPECTATIONS PREV ACTUAL
  GMT IST     KSHITIJ MARKET    
16-Jul-18 2:00 7:30 CN Retail Sales % 9.0 9.0 8.5 9.0
  2:00 7:30 CN IIP (YoY) % - 6.4 6.8 6.0
  2:00 7:30 CN GDP   - 6.70 6.8 6.7
  6:30 12:00 IN WPI % 4.74 - 4.43 5.77
  9:00 14:30 EU Trade Bal EUR Bln - 17.6 18.00 16.9
  12:30 18:00 US Retail Sales (MoM) % 0.10 0.40 1.14 0.35
17-Jul-18 8:30 14:00 UK Unemp % 4.2 4.2 4.2 4.2
  13:15 18:45 US Industrial Production % 0.33 0.5 -0.46 0.56
  13:15 18:45 US Capacity Utilization % 78.07 78.4 77.7 78.0
  20:00 1:30 US TICS (Net foreign purch of long-term Sec) $ Bln - 34.3 93.99 45.58
18-Jul-18 8:30 14:00 UK CPI Y/Y % 2.52 2.60 2.42 2.42
  9:00 14:30 EU CPI (YoY) % 1.62 2.00 1.87 1.96
  12:30 18:00 US Housing Starts K 1356 1320 1337 1173
19-Jul-18 1:30 7:00 Australia Labour Force K - 16.6 12.00 -
  12:30 18:00 US Philifed Index   - 20.6 19.90 -
20-Jul-18 23:30 5:00 JP CPI % - 0.80 0.70 -
  12:30 18:00 CA Inflation Y/Y % - 2.5 2.2 -