BUSINESS
The Reading List: May 31, 2024
Articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Market Volatility: How to navigate in uncertain environment
A key to navigating an uncertain environment, is to build a well-diversified portfolio across a range of asset classes, with varying characteristics and performance under diverse market conditions
BUSINESS
Chart of the Day: The forces behind the RBI’s record dividend to the government
The boost for the RBI to give a large dividend was from the sharp fall in expenditure and the biggest part of the central bank’s expenditure is provisions.
BUSINESS
Chart of the Day | India among preferred destinations in global supply chain rejig
India has received the most interest from firms who are to set up or expand production facilities, followed by Vietnam, Mexico, Thailand and Indonesia
BUSINESS
Chart of the day: Solar power installation, an unfinished agenda
Despite the potential to generate 750 GW of solar power, the country has only reached an installed capacity of 81.8 GW. Although most of this capacity was added after 2015, significant room for improvement remains.
BUSINESS
Chart of the Day | Steel output dips sharply in April
China’s steel output has declined year-on-year for two months in a row, raising a question mark on steel demand. India’s output growth has slowed too but that’s likely to be temporary
BUSINESS
The Reading List: May 24, 2024
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: The RBI’s big dividend payout comes from a strong balance sheet
The RBI’s balance sheet has strengthened and grown in size over which its dividend payments too have increased
BUSINESS
Climate Finance: The pressing need for fair, inclusive, and equitable policies
Climate financing today not only falls short of requirements but also puts developing countries at a disadvantage. Additionally, there is gap between commitments and disbursements of climate finance. The intended recipients are often unable to access or afford climate finance
INDIA
Chart of the Day: India’s household savings in non-bank assets grow, but below EMs
The overall AUM of retirement savings, insurance, and mutual funds grew at a 15 per cent CAGR which outpaced bank deposit CAGR of 9 per cent over the last ten years
BUSINESS
Chart of the day| Top companies reduce leverage
Corporate India's debt-equity ratio is the lowest in a decade
BUSINESS
The Reading List: May 17, 2024
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: Looser for longer is what investors feel about US fiscal policy
Bank of America survey notes that the higher the share of investors who see fiscal policy as "too stimulative," the greater the outperformance of US industrials vs US staples.
BUSINESS
Chart of the Day: Gloom over rural economy continues
On a fiscal year basis, as many as six out of 12 indicators posted contractions in FY24 and another four indicators witnessed a deceleration in growth
BUSINESS
Kotak raises a red flag - market in 'riskless' mode
Identifying value within the market has become a formidable task, says the Kotak report, with numerous sectors and stocks trading at levels of valuation ranging from full-to-rich to outright outlandish, divorced from fundamental anchors
BUSINESS
Chart of the Day | Putting agrifood system emissions on the climate agenda
Global climate change discussions centre around energy, transport and manufacturing but agrifood systems contribute to nearly a third of global emissions but don’t get the attention they deserve
BUSINESS
The Reading List: May 10, 2024
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: Is there a two-speed consumption rate in Indian households?
The performance of the FMCG firms in the fourth quarter has, however, shown a turnaround in consumption of basic goods and could give a lift to consumption growth in FY25.
BUSINESS
Chart of the Day | India has the largest number of emigrants. Just look at World Migration Report
India is the first country to reach and surpass the USD 100 billion mark in inward remittances
BUSINESS
Chart of the Day: Influence of FPIs on Indian markets coming down
With the inclusion of retail investors, the number of Indian buyers far exceeds that of foreign investors by a substantial margin. Consequently, despite significant foreign outflows, Indian markets have exhibited resilience.
BUSINESS
Chart of the Day | Global food inflation continues to inch up
The FAO’s Food Price Index rose for the second consecutive month, ending a seven-month declining streak, driven by higher cereal and vegetable oil prices
BUSINESS
The Reading List: May 3, 2024
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: Are rates high enough to boost deposit growth?
Despite deposit rate hikes, growth in deposits hasn’t increased yet. While some banks believe that deposit rates may have reached a peak, perhaps a few more lenders may have to hike further to lure funds
BUSINESS
Chart of the Day | Twin blow for banks on the capex front
A gradual approach to capex spending and funding has implications for investors and banks alike
