BUSINESS
Chart of the Day | Mid and Small Cap funds: A crowded market
Given the increasing SIPs and monthly inflows into mutual funds, AUMs will rise, and more capital will flow towards smaller stocks, likely resulting in outperformance relative to broader indices despite receiving a slightly higher allocation of funds.
BUSINESS
Chart of the Day | Inflation-adjusted corporate sales growth in good health
Overall inflation-adjusted sales growth for the non-financial listed corporate sector during the December 2023 quarter has been higher than in the year ago quarter
BUSINESS
The Reading List: February 16, 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: Banks’ margin woes could be short-lived
The main reason for margin compression was the catching up of deposit rates with lending rates for most banks. Bankers have indicated that margins could compress for one more quarter
BUSINESS
Chart of the Day| Low localisation levels open up opportunities for e-auto component makers
While the 2030 targets for transition from ICE to EVs across vehicle segments is a big ask, it has already triggered interest among component makers
BUSINESS
The Reading List: February 9, 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
The four tenets of investing – the philosophy, the art, the craft and the graft
An investor needs all four of these in various degrees to emerge as a worthy contender in the market. In the absence of these concepts, one may be weighed and measured and still found wanting
BUSINESS
Chart of the Day: A sentiment check shows households, firms hold on to hope
Consumer sentiment is lower than what was in 2019, but has improved in recent months while firms have grown more optimistic under the current government
BUSINESS
MC Explainer: Are ITC investors overreacting to the BAT stake sale news?
ITC’s shares have fallen sharply, by around 4 percent at closing, as news broke that a major shareholder BAT plans to sell part of its stake in the company. What are the issues at stake?
BUSINESS
Chart of the Day: Are CVs facing a mere blip or a downturn in sales?
While there may be some softness in demand due to elections in the near term, underlying demand appears to be intact
BUSINESS
Chart of the Day: Digital gold holdings are here to stay
Investors are gradually warming to non-physical forms of gold such as ETFs and SGBs
BUSINESS
The Reading List: February 2, 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
A handy reckoner to the best of MC Pro on Budget 2024
Do you want to be abreast of the main issues pertaining to the budget? We have you covered
BUSINESS
Budget Snapshot: Renewable energy a focus area for government spending
The renewables sector has been a key priority for the government to meet India’s growing energy needs while keeping climate considerations in mind
BUSINESS
Budget Snapshot | A long wait for investors awaiting a consumption revival
High inflation has crimped the buying power of consumers, particularly in rural India. Will the budget alleviate their burden and spur consumption is the main question
BUSINESS
The Reading List: January 26, 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
Budget Snapshot | Metals to ride capex, green transition wave in coming decade
Ferrous and non-ferrous metals are enjoying consistent and healthy demand on the back of a growing economy
BUSINESS
The Reading List: January 19, 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
Budget Snapshot: Do tax resets make Indians change investments?
Tax changes may affect the choice of instruments for investment but are unlikely to move flows in a big way immediately. Flows are more affected by changes in interest rates or bond yields that directly influence the return an investor gets.
BUSINESS
Budget Snapshot: STT collection overshoots estimates
Initially introduced for a short-term period, the STT has become a permanent fixture in the government's income statement
BUSINESS
Budget Snapshot | Indirect taxes push up India’s tax to GDP ratio
India’s tax to GDP ratio has risen above its pre-pandemic levels and even over a decade ago
BUSINESS
The Reading List: January 12, 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 | Sugar bends down global food inflation curve
A 16.6 percent decline in the global sugar price in December, compared to November, helped push the FAO Food Price Index to its lowest since February 2021
BUSINESS
Budget Snapshot: More misses than hits in disinvestment target
This year, the budgeted disinvestment target was Rs 51,000 crore, but realisation has so far been only Rs 10,051 crore
