Moneycontrol Opinion

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The Reading List: December 4, 2020

BUSINESS

The Reading List: December 4, 2020

Chart of the Day: Food inflation is on a roll

BUSINESS

Chart of the Day: Food inflation is on a roll

International food prices hit a 6-year high

Interview | We will definitely grow better than 15% this year, says MD of Muthoot Finance

BUSINESS

Interview | We will definitely grow better than 15% this year, says MD of Muthoot Finance

We have solid risk management capabilities and ample room for growth, as we have been a focused player in the gold financing business for many decades, says George Alexander Muthoot, MD of Muthoot Finance

Chart of the Day | Composite PMI for November highlights inflation pressures

BUSINESS

Chart of the Day | Composite PMI for November highlights inflation pressures

The MPC will worry that the data suggests inflation is not only persisting but becoming more broad-based

Chart of the Day | In the midst of pandemic, central government spending boost missing in action

BUSINESS

Chart of the Day | In the midst of pandemic, central government spending boost missing in action

Ministries that spent more: rural development, agriculture, health; spending lower in defence, education, women & child development

Chart of the Day | Manufacturing PMI for November shows recovery continues, albeit at a slower pace

BUSINESS

Chart of the Day | Manufacturing PMI for November shows recovery continues, albeit at a slower pace

With the recovery, inflation has also started to pick up

Chart of the Day | Rising money supply and contracting nominal GDP growth have whipped up a sea of liquidity

BUSINESS

Chart of the Day | Rising money supply and contracting nominal GDP growth have whipped up a sea of liquidity

Banks are parking the liquidity in government bonds, driving down yields

Chart of the Day | No need to cut rates when India’s real yields are not only negative, but the lowest among major economies

BUSINESS

Chart of the Day | No need to cut rates when India’s real yields are not only negative, but the lowest among major economies

The real return on fixed deposits with banks is around -2 percent at present

Chart of the Day | World trade almost back to pre-corona level, thanks largely to China

BUSINESS

Chart of the Day | World trade almost back to pre-corona level, thanks largely to China

The big jump in Chinese imports is a boon to the exports of the rest of the world

Earnings growth in India to be over 25% in next two years: Mark Matthews

BUSINESS

Earnings growth in India to be over 25% in next two years: Mark Matthews

Recent policy measures by the central government should have a positive impact on growth, says Matthews

Prospects have improved, but a sustained positive trend in equities would require acceleration in economic activity, says Harshad Patwardhan of Edelweiss Asset Management

BUSINESS

Prospects have improved, but a sustained positive trend in equities would require acceleration in economic activity, says Harshad Patwardhan of Edelweiss Asset Management

The chief investment officer (equities) at Edelweiss Asset Management identifies geopolitical risks and governments' response to a possible second wave of infections as key monitorables

The Reading List: November 27, 2020

BUSINESS

The Reading List: November 27, 2020

A selection of articles and social media gems from the world of economy, business and finance

Interview | Sky is the limit for the growth of our core business, says Sunil Chari, MD of Rossari Biotech

BUSINESS

Interview | Sky is the limit for the growth of our core business, says Sunil Chari, MD of Rossari Biotech

Rossari Biotech is confident of doubling sales in 3-4 years, and the home and personal care category is expected to comprise over half of the company's revenues in the coming quarters, says its co-founder and MD

Chart of the Day: Flash PMIs show US economy expanded strongly in November, but the UK, Eurozone and Japan contracted

BUSINESS

Chart of the Day: Flash PMIs show US economy expanded strongly in November, but the UK, Eurozone and Japan contracted

Business optimism has surged, thanks to the encouraging news about the vaccine

Chart of the Day | Why the banking business is so attractive

BUSINESS

Chart of the Day | Why the banking business is so attractive

The return on net worth for banks in the aggregate is far higher than for the non-financial sector

A curious anomaly in the RBI report on ownership of banks by corporate houses

BUSINESS

A curious anomaly in the RBI report on ownership of banks by corporate houses

'All the experts except one were of the opinion that large corporate/industrial houses should not be allowed to promote a bank'; Recommendation: 'Large corporate/industrial houses may be allowed as promoters of banks only after necessary amendments to the Banking Regulations Act, 1949...'

Interview | COVID-19 is an inflection point for Dabur, says CEO Mohit Malhotra    

BUSINESS

Interview | COVID-19 is an inflection point for Dabur, says CEO Mohit Malhotra    

A strategic transformation coupled with strong tailwinds in the healthcare segment helped Dabur turn the tide in the September quarter, says its CEO

The Reading List: November 20, 2020

BUSINESS

The Reading List: November 20, 2020

A selection of articles and social media gems from the world of economy, business and finance

Interview | We expect to end FY21 with high single digit growth, says Vibha Padalkar, MD and CEO of HDFC Life Insurance

BUSINESS

Interview | We expect to end FY21 with high single digit growth, says Vibha Padalkar, MD and CEO of HDFC Life Insurance

Focus on balanced distribution and product mix has come to HDFC Life’s rescue, said its head explaining how the insurance company has recovered stronger and faster from the COVID-19 in comparison to industry peers

Interview | We are bullish on growth, but an anticipated rise in input costs could test margins, says Apollo Tyres MD

BUSINESS

Interview | We are bullish on growth, but an anticipated rise in input costs could test margins, says Apollo Tyres MD

The domestic tyre industry has scope to improve productivity and infrastructure remains an issue, says Apollo Tyres' Neeraj Kanwar

Why Future Group has the right to sell its assets to whomsoever it wants

BUSINESS

Why Future Group has the right to sell its assets to whomsoever it wants

If Amazon has indirect control over Future Retail, it has breached FDI rules.

Chart of the Day | How much stimulus has the government given till now?

BUSINESS

Chart of the Day | How much stimulus has the government given till now?

And how does India compare with other countries in government support during covid-19?

Chart of the Day | Non-oil exports continue to show growth in October

BUSINESS

Chart of the Day | Non-oil exports continue to show growth in October

Non-oil, non-gold and silver merchandise imports are also recovering

The Reading List: November 13, 2020

BUSINESS

The Reading List: November 13, 2020

A selection of articles and social media gems from the world of economy, business and finance

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