BUSINESS
Chart of the Day | Unemployment rate falls to pre-COVID levels
Falling unemployment shows that economy is picking up
BUSINESS
Monsoon watch: Upswing in sowing
Early in the season rainfall lags a bit but sowing picks up speed, especially in pulses, coarse cereals and oilseeds
BUSINESS
Chart of the day: A ‘fragile, neurotic and nowhere near dangerously bullish’ rally
Allocation to Emerging Market equities surged from a net 1 percent underweight in May to 12 percent overweight.
BUSINESS
Chart of the day: India's industrial activity flattening, shows satellite data
However, global industrial activity is showing an uptick due to China improving and a sharp recovery in the USA.
BUSINESS
Chart of the Day | Did households save more in 2019-20?
Net financial assets of households did increase. But that’s because the decline in household borrowings was sharper than that in bank deposits.
BUSINESS
How much have banks cut lending rates in this cycle?
Transmission has accelerated but there are still a lot of inhibiting factors
BUSINESS
Chart of the Day| Why has power demand fallen in June?
Peak demand is just about 12 percent lower than last year compared to as much as 35 percent in the early stages of the lockdown
BUSINESS
Chart of the Day: Global food prices go lower, domestic prices cool down
COVID-19’s impact on global food prices has been telling
BUSINESS
Jio's sixth deal in six weeks underscores Digital India opportunity
Deal emphasizes Jio’s recession-proof, COVID-resistant nature even as it presents a unique set of technologies and platforms under one entity
BUSINESS
PMI data suggest V-shaped recovery unlikely in India
Business sentiment in the services sector was the worst since the survey began in 2005.
BUSINESS
Chart of the Day: Lockdowns easing but industrial activity still under the weather
Satellite data shows India’s industrial activity is below two-thirds of its pre-COVID levels
BUSINESS
Government continued to spend despite falling revenues in April 2020
The fiscal deficit in April is already 35.1 percent of the entire year’s budgeted deficit.
COMPANIES
Chart of the day | Power demand has risen above its levels a year ago
Power demand had suffered deep cuts because of the COVID-19 lockdowns
INFOGRAPHIC
Chart of the day | Liquidation trumps resolution under IBC
Even as the number of cases filed under the corporate insolvency process keeps rising, liquidation occurs more often
INFOGRAPHIC
Chart of the Day | Signs of improvement in diesel, petrol demand
Migrant workers’ return to their homes may affect some sectors such as construction
BUSINESS
Jio dials it right. Investors queue up to take the call
The latest KKR deal goes on to prove investors can’t take their eyes off India’s single-largest opportunity
ECONOMY
Chart of the day | Major developed economies continue to shrink in May
The Flash Purchasing Managers Indices show slower rate of contraction
INFOGRAPHIC
Chart of the day | Banks' credit-deposit ratio falls sharply
Going forward, the bank credit numbers will tell investors whether the economy is picking up
INFOGRAPHIC
Chart of the day | Unemployment situation improves slightly
For consumer demand to improve, unemployment has to come down
INFOGRAPHIC
Chart of the Day | Rising power demand shows activity slowly getting back on its feet
Peak demand is just about 12 percent lower than last year compared to as much as 35 percent in the early stages of the lockdown
BUSINESS
Jio adds fourth feather to its cap giving heft to its digital India vision
Investments not only show faith in the company’s vision of Digital India, but also that the investors have found their bet to leverage on the opportunity.
BUSINESS
Episode 5 of economic package: A demand side measure, one big reform and more borrowing
BUSINESS
Episode 4 of economic package: The good, the bad and the ugly
The common thread running through all these announcements is government ceding more space to the private sector in areas dominated by the State.
MARKETS
Chart of the Day | Gold prices to stay up in 2020 but what about later
The next two years could provide decent returns followed by a decline.
