MARKETS
Chart of the Day | The one chart that shows you the small width of the market rally
The market touching new highs is more of an optical illusion
ECONOMY
Chart of the Day | Bank credit growth lowest since October 2017
The mess in the NBFC sector is a third shock to the economy comparable to demonetisation and GST.
MARKETS
Chart of the Day | Survey shows global fund managers are flocking to emerging market equities
Hopes of a US-China trade deal lead to optimism on global growth
ECONOMY
Chart of the Day | Business optimism in India sinks to 10-year low
A survey by IHS Markit shows that sentiment towards output, profitability and capital spending are at their lowest levels since 2009
BUSINESS
Chart of the Day | Contraction in October GST collections puts further pressure on the fiscal deficit
This is the right time for aggressive privatisation
BUSINESS
Chart of the Day | Bank non-food credit contracts in first half of fiscal year
Advances to both industry and services slump
BUSINESS
Do Bharti and Vodafone Idea think they are too big to fail?
The very talk of failure seems to be some kind of negotiating tactic. After all, incumbents can raise tariffs to improve their profitability. There are also the possibilities of equity infusions and asset monetisation to raise the necessary money for the government’s dues.
BUSINESS
Telecom Policy | The moral hazard in waiving dues for incumbents
Relief to Bharti and Vodafone will also open up the government to charges of favouritism. In the Darwinian world of telecom services in India, many companies have fallen by the wayside, including biggies such as Telenor and Etisalat. They faced the same problems and failed, but the government didn’t step up to bail them out at that time
TELECOM
IUC Debate | TRAI’s stance goes against government’s Digital India programme
To make Digital India more than just a slogan, every stakeholder needs to be on the same page. Sticking to age-old technologies and associated rules only create hindrances towards advancement.
