BUSINESS
The Reading List: March 5, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | Global food price inflation shows no signs of abating
The FAO Food Price Index reached its highest level since July 2014. Domestic retail food prices have softened
BUSINESS
Chart of the Day | Global Composite PMI for February shows strongest recovery in US, India is next
Input prices rose at the quickest pace since September 2008 while output prices rose to their highest since the series began in October 2009
BUSINESS
BIS: Financial conditions in the US and EM are at their most accommodative in a decade
The global market rally has been fuelled by very loose financial conditions
BUSINESS
Chart of the Day | Import growth in February suggests the recovery is levelling off
Imports have faltered in the last two months
BUSINESS
Chart of the Day | Manufacturing momentum sustained in February, but costs rose sharply
The manufacturing PMI for February shows a strong increase in activity from the previous month, but cost pressures are rising, affecting margins
BUSINESS
Chart of the Day: Was monetary policy tighter for longer than necessary?
The real policy rate has remained positive for most of the flexible inflation targeting period
BUSINESS
Interview | We are long on India’s domestic economy when it comes to investing: ABB India MD
Geopolitical developments and trade wars have opened up new opportunities for India, says Sanjeev Sharma
BUSINESS
The Reading List: February 26, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | PMI data show rising margin pressure in both manufacturing and services
The rise in commodity prices is reflected in the PMI input price index and firms cannot pass on the entire increase because demand is still uncertain
BUSINESS
Interview | Our business fits perfectly into the ESG theme: VA Tech Wabag MD
India is a huge market that has strong growth prospects, asserts group CEO Rajiv Mittal
BUSINESS
The Reading List: February 19, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Short-term corporate bonds will outperform, says R Sivakumar of Axis AMC
BUSINESS
The Reading List: February 12, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | If this is a cyclical recovery, current rally is not the peak, says MD of Sanford C Bernstein
There is more steam left as macroeconomic factors have not played out fully yet, says Venugopal Garre
BUSINESS
Interview | Valuations are expensive, but market is not in a bubble, says UBS India's Anuj Kapoor
"There is a high level of interest in Indian assets on the part of private equity and sovereign wealth funds. India is in a unique spot, so we can expect an increase in inbound acquisitions," says the head of UBS Global Banking, India
BUSINESS
Message from PM Modi’s Rajya Sabha speech: Reforms will continue and none will be left behind
Prime Minister defends farm reforms, says India can achieve great things if it comes together as one
BUSINESS
The Reading List: February 5, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Moody’s warns of India’s high fiscal deficit
The rating agency says India’s debt burden has risen further above the Baa-rated median and its debt affordability remains the weakest among Baa-rated peers
BUSINESS
Interview | Economist Rathin Roy says the Indian economy is headed to a very dark place unless we repurpose the State
Economic development is not a Kumbh Mela, it's an ongoing process, says Roy
BUSINESS
The Reading List: January 29, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | BofA Securities hopes government will follow the path of fiscal stimulus in Budget
BUSINESS
Budget Chart Point | Looking beyond IMF’s optimistic growth numbers
The sharp rebound following a plunge only brings back GDP to slightly higher than where it was a year ago
BUSINESS
We hope to achieve a Rs100-crore cost reduction in about a year, says CEAT boss Anant Goenka
The unprecedented lockdown following Covid-19 has prompted CEAT to rework its expenditure strategy, which is paying off, says MD
