BUSINESS
The Reading List: July 23, 2021
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 | Salaries bounced back after pandemic hit in FY21
After suffering initial cuts, salaries paid by listed companies returned to higher growth levels, but employees at bigger companies are at an advantage compared to smaller ones
BUSINESS
The Green Pivot | Over time, ESG scores will reflect in the entire evaluation process: CRISIL COO Amish Mehta
Corporate India stands to benefit immensely from sound ESG practices, asserts Mehta
BUSINESS
Chart of the Day: Coffee prices are on the boil
A combination of resilient demand and tight supplies are sending prices up, a boon for growers but marketers have a difficult task ahead of them
BUSINESS
The Reading List: July 16, 2021
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: Will startup listings draw global investor attention?
Much of the increase in valuations of startups is a relatively recent phenomenon
BUSINESS
Chart of the Day | What have global fund managers priced in?
Bank of America survey finds a net 14 per cent of fund managers are overweight emerging markets, a marked fall of 17 percentage points from the previous month
BUSINESS
Chart of the Day | RBI will heave a sigh of relief from June retail inflation
The numbers show that the spike in inflation in May was due to supply disruptions
BUSINESS
The Reading List: July 9, 2021
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: A slip in food prices can cheer up policymakers
Global food prices slipped after a long march up and if the trend continues, it could give policymakers a break from rising inflation, at least in one category
BUSINESS
Bankers don't share the same enthusiasm on the recovery as markets do
RBI survey shows bankers pessimistic about post pandemic recovery
BUSINESS
Chart of the Day | Indian private sector’s contraction worsened in June
Both the manufacturing and services sectors shrank last month
BUSINESS
The Reading List: July 2, 2021
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 | Indian manufacturing shrinks in June
With the resurgence of COVID-19 in several countries, the manufacturing recovery in much of Asia lost momentum
BUSINESS
Story in charts | Did the second wave hit investment demand?
Capex is still stagnant, but some believe an upswing is around the corner
BUSINESS
The 10-year government bond is no longer a market benchmark
There is very little floating stock in the current 10-year paper
BUSINESS
The Reading List: June 25, 2021
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 | Corporate earnings race ahead of expectations
Investors were surprised by the beat in earnings across several sectors, leading to an upward revision in earnings for FY22 and FY23
BUSINESS
Chart of the Day | Housing price growth decelerates in first year of pandemic
For FY 2020-21, the average rise in housing prices was 2.2 percent, compared to 3.4 percent and 3.6 percent in the previous two years
BUSINESS
Chart of the Day | The impact of a Fed taper on US real yields and the EM carry trade
If US real rates trend higher ahead of potential tapering, then EM FX could be affected, hurting inflows to emerging markets
BUSINESS
The Reading List: June 18, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Despite US Fed’s hawkish stance, rupee still could strengthen over the medium term
Pandemic control, economic recovery and earnings boost could attract more foreign capital inflows
BUSINESS
RBI MFI regulations good on intent, but might be difficult to implement
The central bank wants household income to be the anchor for microfinance lending. But household income might be difficult to assess
TRENDS
Chart of the Day | Long commodity overtakes long Bitcoin as most crowded global trade
Bank of America survey finds investors are ‘bullishly positioned for permanent growth, transitory inflation & a peaceful Fed taper via longs in commodities, cyclicals & financials’
