TRENDS
Chart of the Day | Global food inflation flat, but domestic trends a concern
Falls in vegetable oil and dairy prices offset a sharp increase in sugar and a mild increase in cereals. But a few pain points are visible in domestic food inflation
BUSINESS
The Reading List: October 6, 2023
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: Why the US bond market is unravelling
US Treasury yields have come off a bit but there is a high probability that they will continue to rise. This would be transmitted to other markets and the cost of capital for other borrowers would go up
BUSINESS
Chart of the day: Coal is here to stay
Until we find a solution to stabilising solar and wind supply, coal-fired power plants will continue to supply energy to the country
COMPANIES
Chart of the Day|Demand for bigger houses grows despite high interest rates
Share of three-bedroom houses is growing in spite of adverse odds such as high interest rates and an increase in property prices
BUSINESS
The Reading List: September 29, 2023
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 | India’s balance of payments has a current solution for a future problem
Barclays estimates the CAD to be about $40 billion for FY24 and any increase due to oil prices would be offset by flows expected into the local debt market.
BUSINESS
Chart of the Day | Centre’s fiscal pressures mount
While the revenue expenditure is unlikely to cool off due to populist pre-election measures, can the government slow down capex?
BUSINESS
Chart of the Day: FASTag on the fast track
Increasing road networks, more toll plazas, and rising traffic on roads have increased the daily toll collection from Rs 100 crore per day in September 2021 to around Rs 167.6 crore at present
BUSINESS
Chart of the Day: Aluminium output trend shifts up
Global daily average aluminium output in August was highest in 2023, with China’s output driving the increase
BUSINESS
The Reading List: September 22, 2023
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: Revenue density of apparel retailers below pre-pandemic levels
Onset of festive and wedding seasons should improve demand, but inflation remains a dampener
BUSINESS
Chart of the Day: Rising Offers for sale and promoter selling a red flag for the market
In a recent tweet, Nikhil Kamath said that promoter selling in 2023 (till August) is four times that of 2018 and double that of 2022
BUSINESS
Chart of the Day | Tea may bring cheer to FMCG players in FY24, but at the cost of growers
Healthy production trends could see sales and realisations of plantations under pressure, but branded tea markets could benefit
BUSINESS
The Reading List: September 15, 2023
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: Many committees later, still an underwhelming bond market
Trading volumes in corporate bonds are a sliver of what is witnessed in the government bond market even today. Fintech platforms like IndiaBonds are trying to change this by bringing in more retail participation
BUSINESS
Chart of the Day: Poorest bore the brunt of inflation the most
Essential items such as food and fuel occupy a greater share in the consumption basket of lower income classes
BUSINESS
Chart of the Day: A rising RoE indicates a market rally
The RoE expansion expected in the index will be led by capital intensive and cyclical sectors such as auto, capital goods, infrastructure, utilities, telecom, commodities and financials
BUSINESS
Chart of the Day: Food inflation chills in August, despite sticky rice prices
Rice prices did spike due to India’s export restrictions, but other cereals fell and subdued trends in other food products pulled down the FAO food price index
BUSINESS
The Reading List: September 8, 2023
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: India’s growth differential with the world improving sharply
What’s more, the differential is back to the period of high growth seen in 2005-09 where both consumption and investment were galloping.
INDIA
Chart of The Day: Capex outlay in renewables set to leapfrog
Growing adoption and favourable government policies have helped reduce module prices, in turn lowering costs
BUSINESS
Chart of the Day: Smaller companies’ contribution to mcap near a two-decade high
While the Nifty50 index has given a return of six percent this year, Mid-cap 100 has posted 24 percent gains, and the Small-cap index gave 26 percent.
BUSINESS
Chart of the Day: Sunnier days for kiranawalas, but dark clouds are gathering
A recovery in rural FMCG demand is lifting kiranas’ growth in FMCG sales but El Nino’s risk to rural incomes could play spoilsport
