BUSINESS
Chart of the Day | You will never guess which is the best performing stock market of the last decade
India is in the middle of the pack
BUSINESS
Chart of the Day: IHS Markit global survey finds firms in India report slowest recovery prospects from the pandemic
The average recovery time for firms that have yet to reach pre-pandemic levels of output is expected to be five months globally, ranging from an average of 13 months in India to just two months in China and three months in the US. Firms in India are badly in need of a stimulus package
BUSINESS
Chart of the Day | Output shock for renewable energy
Seasonal factors as well as policy issues led to a sequential fall in wind, solar power generation
BUSINESS
Interview | Aim to reach the pre-COVID growth levels by Q4 FY21, says CK Venkataraman, MD & CEO of Titan
The outbreak of coronavirus has put Titan in a challenging position. Venkataraman expects the festive season to light up sales, and remains confident about the company's medium term growth outlook.
BUSINESS
Chart of the Day: Global food price inflation crosses 6percent in October
A sharp increase in the price of cereals, vegetable oils and sugar is sending food inflation skywards
BUSINESS
Chart of the Day | News of the Pfizer vaccine comes in the nick of time
The OECD Composite Leading Indicators show that the recovery slowed for most economies in October
BUSINESS
Interview | Look beyond PE multiple to get the fair valuation of a stock in current scenario, says Vetri Subramaniam
BUSINESS
The Reading List: November 6, 2020
A selection of articles and social media gems from the world of economy, business and finance
INTERVIEW
Interview | I would expect food to grow at 50 percent every quarter from now on, says Marico’s Saugata Gupta
Marico has emerged stronger from the Covid-19 crisis and is on track to attain 8-10 percent volume growth in the second half of the current fiscal year, says Saugata Gupta, MD and CEO
BUSINESS
Chart of the Day | Discoms set new record in overdue amount
No relief for power generators in the near future
BUSINESS
Chart of the Day: Non-petroleum goods exports and imports back to normal trends
Looking ahead, the lockdowns in Europe are likely to make exports lose steam in the months ahead
BUSINESS
Interview | In discussions with foreign stressed asset funds to start ARC, says Yes Bank CEO
I think we are right on track. If you just take out issues on the loan book side then the residual bank is very strong in terms of business and profit, says Prashant Kumar, MD and CEO of Yes Bank
BUSINESS
Chart of the Day | PMI shows acceleration in manufacturing recovery in October
Despite the upturn in production, employment is yet to pick up
BUSINESS
The Reading List: October 30, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Market is not expensive from a 3-year viewpoint, says Neelesh Surana of Mirae Asset MF
Valuations are reasonable and there are buying opportunities in banking, OMC, PSU, and telecom stocks, says CIO of Mirae Asset MF
BUSINESS
The one chart that shows why the liquidity lifeline to discoms won’t be enough
States are struggling to recover cost of electric supply
BUSINESS
Chart of the Day | Did Trump make the American economy great again?
Before the pandemic, unemployment in the US had fallen sharply
BUSINESS
Chart of the Day: Flash PMI for October shows US the bright spot among major advanced economies
The Eurozone could be on the verge of a double dip
BUSINESS
Interview | We're playing the recovery theme through quality stocks, says Jinesh Gopani of Axis MF
Over the last three months, Axis MF has tilted its investment portfolios in favour of defensives like IT and pharma while shifting allocations in the financial services sector, says Jinesh Gopani, Head of Equity at Axis Mutual Fund
BUSINESS
The Reading List: October 23, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day: RBI study shows small firms were massacred in the June 2020 quarter
Even in the first quarter of 2019-20, long before the pandemic struck or lockdowns were thought of, smaller firms saw sharp contraction in sales
BUSINESS
Interview | If you are positive on India, you have to be positive on the markets, says Sunil Singhania of Abakkus
Month-on-month economic data has been positive and most companies have seen an uptick in sales. The economy is keeping pace with the stock market and Nifty earnings will see a growth this quarter, says Sunil Singhania, founder, Abakkus Asset Manager
BUSINESS
Chart of the Day: V, U or ‘Swoosh’? What will the recovery look like?
IMF estimates show that Bangladesh, Vietnam and China will see growth this year despite the pandemic
BUSINESS
Interview | Markets are expensive at valuations higher than 20-year average, says Sanjeev Prasad of Kotak
There have been some positive developments in a few companies, but that alone does not justify the sharp re-rating in multiples, says MD of Kotak Institutional Securities
