BUSINESS
The Reading List: May 3, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: Are rates high enough to boost deposit growth?
Despite deposit rate hikes, growth in deposits hasn’t increased yet. While some banks believe that deposit rates may have reached a peak, perhaps a few more lenders may have to hike further to lure funds
BUSINESS
Chart of the Day | Twin blow for banks on the capex front
A gradual approach to capex spending and funding has implications for investors and banks alike
BUSINESS
The Reading List: April 26, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: Tightening regulation hasn’t dampened credit card growth
Tightening of rules, risk weight increases and even ban on select issuers has not derailed fresh credit card issuance and spends, which continue to grow.
INDIA
Chart of the Day: Japanese firms eye India for business expansion
India’s manufacturing take off is at early stages and full benefit will be seen over 3-5 years
BUSINESS
Chart of the Day: Does the crash in India VIX suggest the market has cast its vote?
While volatility goes up during the general election, this time around the India Vix is hovering near its historical lows
BUSINESS
India’s Composite Flash PMI for April signals very strong economy
The increasing momentum provides a fundamental basis to the optimism in the Indian equity market
BUSINESS
Chart of the Day | How do commodity markets adjust to shocks?
The concentration of production and consumption seen in commodities make them prone to shocks, sector or country-specific but increasingly macro factors too
BUSINESS
The Reading List: April 19, 2024
BUSINESS
Chart of the Day: Climate bonds are not as red hot as the weather is
Climate financing has become broad based as niche areas such as water management and waste management have begun to get more funding. Even so, the lion’s share of proceeds from such bonds went towards the energy sector, followed by construction and transport
BUSINESS
Chart of the Day | Outlook for cotton spinners set to improve
Any adverse movements in cotton prices or demand for yarn need to be closely monitored
BUSINESS
Chart of the Day | Global steel demand to grow by 1.7 percent in 2024, unless China plays hooky
India’s steel demand growth is expected to remain solid but the global demand scenario rests largely on China that contributes to nearly half of global steel demand
BUSINESS
The Reading List: April 12, 2024
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Chart of the Day: How credit growth floated up through underpricing of risks in FY24
The difference between the weighted average lending rate of fresh loans to small businesses and the repo rate was 4.04 percentage points in April 2022 which narrowed to 3.20 percentage points in February 2024
BUSINESS
Chart of the day | Growing clout of wealth managers in India’s financial landscape
Jefferies forecasts that assets under management of active Indian Wealth Managers will double by FY27 compared to their levels in FY24
BUSINESS
Chart of the Day | Global food inflation edges up, as crude oil worries float up
The FAO index rose month-on-month for the first time since August 2023, mainly due to a heating up of vegetable oil prices
BUSINESS
Chart of the Day: Competition queers the pitch for policy transmission by banks
Since the RBI began its policy rate hikes in May 2022, the spread between the weighted average lending rate and the weighted average term deposit rate has fallen sharply, partly indicating that transmission has not been smooth
BUSINESS
Final Composite PMI for March even better than the advance estimate
The March final PMI data will tell the Monetary Policy Committee that growth is not only strong, but momentum is increasing, while price pressures in services are rising
BUSINESS
Chart of the Day: Low capacity utilisation may not support cement price hikes
The recent spike in cement prices augurs well for manufacturers, but sluggish demand may play spoilsport in sustaining higher prices
BUSINESS
Chart of the Day| Has the sun set on solar panel manufacturers?
Over-capacity in China has led to a huge fall in solar panel prices and countries are scrambling to protect their domestic companies
BUSINESS
Direct Benefit Transfers: A revolution under the radar
The cumulative DBT transfers for all the years since its inception is a whopping Rs 35,30,011 crore. For the poor and the disenfranchised, the DBT ecosystem has been transformational at various levels and is the fulcrum of welfarism in the modern Bharat
BUSINESS
Chart of the Day | Data centre capacity set to increase manifold
The exponential increase in mobile data usage and the push towards Digital India, with industry too adopting digitalisation, are translating into demand for data centres
BUSINESS
Chart of the Day: Record performance by SME IPOs, but can it continue?
Despite a promising landscape for SME IPOs in FY24, a cloud of uncertainty looms over the horizon, particularly due to the possibility of SEBI enforcing more stringent regulations on trading and fundraising.
