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.
BUSINESS
Chart of the Day: Is GDP data understating consumption growth?
HSBC analysts argue that consumer imports have risen to higher than pre-pandemic levels, personal services and non-housing retail loans have surged. Simply put, Indians are demanding more goods that are being imported and also services and are willing to borrow to fulfil this demand.
BUSINESS
ESG strategies help in enhancing business operations and realise sustainable goals
India has made tremendous strides in promoting ESG regulations. ESG is pivotal in demonstrating a company’s commitment to not only enhance its social responsibility but also improve key value drivers
WORLD
Chart of the Day: Gold set to glitter more in 2024
With rate cuts in the offing and geopolitical tensions weighing on global growth, investors may switch to gold
BUSINESS
Chart of the Day: Why Japanese rate increase matters
Concerns arise that rising Japanese rates might prompt investors to seek higher yields in domestic markets
BUSINESS
Chart of the Day | What’s making Dr Copper cheerful?
Shift in the smelting capacity outlook is leading to a bounce in copper prices. The key question is if it will last
BUSINESS
Five ways India’s next growth cycle is different
By the end of this decade, India’s GDP will clock an average 6.7 percent growth annually. The upturn underway is on a stronger footing and is taking place in an entirely different geopolitical setting than before. The world is moving away from hyper-globalisation to tariff wars and industrial policies that promote domestic production. The post-pandemic focus on resilience rather than efficiency will continue
BUSINESS
Chart of the Day: Flexible NBFCs piled on more risk in past three years
Lending to micro, small and medium enterprises has been largely bank-driven. But the past three years have witnessed a sharp increase from non-bank lenders
BUSINESS
Chart of the Day: Falling share of HFCs in home loan market
While market share of public sector banks was stable, the private sector banks saw a significant increase in share
BUSINESS
AI Impact on Indian Film Industry: Lessons from the Hollywood negotiations
The guardrails erected in Hollywood in respect of consent and compensation come at a timely juncture for India. Going forward, performers, talent managers and producers in India would be better equipped at delineating the exact purposes and duration for which digital replicas may be deployed
BUSINESS
The market realises small may not necessarily be beautiful
RBI data show that in Q3 2023-24, companies with annualised sales of Rs 25-500 crore saw their operating profits shrink year-on-year, in the aggregate
BUSINESS
Strategic policy reforms that can propel the Indian space sector to a faster growth trajectory
The space value chain needs targeted reforms for its upstream, downstream and auxiliary segments. Strategic policies that can be offered range from production-linked and service-linked incentives to GST- and customs duty exemptions, creating ‘space’ infrastructure, and regulations that boost private sector participation
BUSINESS
Chart of the Day | Quick commerce’s strengthening hold is a risk for kiranas as market growth is also slowing
The traditional trade channel’s growth uptrend slipped in the December quarter, despite the year ago period having seen a decline
BUSINESS
Chart of the Day: Asia's capex cycle gears for an upshift
Leading indicators point to light at the end of the tunnel for capex spending in Asia, says a Nomura research note
BUSINESS
Chart of the Day: OPEC production cuts and its diminishing impact on oil prices
The effectiveness of these cuts seems to be diminishing, as reflected in market indifference towards recent announcements
BUSINESS
Chart of the Day: The regulatory spotlight on small cap stocks is justified
While small cap stocks may not be in the overvalued territory, the growing size of small cap MF schemes and the low liquidity in these stocks are risks that can blow up in a selloff
INDIA
Chart of the Day: Share of PSBs profits in total banking sector vaults
PSBs are expected to report robust profit growth in spite of the drop in market share in loan portfolio
BUSINESS
Chart of the Day: Valuation of Small Cap stocks indicates correction
The small-cap index is trading at 31.52 per cent above the long-term average, indicating the need for extreme caution
BUSINESS
Chart of the Day: What a steep hike in sugarcane FRP means for sugar mills and investors
All eyes will turn to the South West monsoon and whether it can ensure a bumper cane crop for the new sugar season
BUSINESS
Chart of the Day | Cocoa price graph turns vertical as bad weather, hedge funds join forces
While poor weather has led to supply issues, the likelihood of a third successive year of deficit supplies has seen financial bets increase, driving up prices sharply
BUSINESS
Chart of the Day | Mid and Small Cap funds: A crowded market
Given the increasing SIPs and monthly inflows into mutual funds, AUMs will rise, and more capital will flow towards smaller stocks, likely resulting in outperformance relative to broader indices despite receiving a slightly higher allocation of funds.
BUSINESS
Chart of the Day | Inflation-adjusted corporate sales growth in good health
Overall inflation-adjusted sales growth for the non-financial listed corporate sector during the December 2023 quarter has been higher than in the year ago quarter
BUSINESS
Chart of the Day: Banks’ margin woes could be short-lived
The main reason for margin compression was the catching up of deposit rates with lending rates for most banks. Bankers have indicated that margins could compress for one more quarter
BUSINESS
Chart of the Day| Low localisation levels open up opportunities for e-auto component makers
While the 2030 targets for transition from ICE to EVs across vehicle segments is a big ask, it has already triggered interest among component makers
