_ the rate of inflation – both the Retail Prices Index (RPI) and the Consumer Prices Index (CPI);
_ the general health of economy – whether it is rising, falling or on the turn;
_ the exchange value of the Rupee – against the euro, dollar, yen or trade-weighted;
_ industry trends – eg growth in retail spending, house-building and prices, engineering concerns suffering from exchange rate movements.
Continue reading
http://www.lankafinancialmarket.com/index.php?option=com_content&view=article&id=106:the-economy-does-matter-when-investing&catid=30:education&Itemid=76