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
BUSINESS
The Reading List: January 5, 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 | Iron ore’s uptrend signals expectations of buoyant steel output
In what is usually a dull period for steel due to winter conditions in major steel producing and consuming countries, output is up and so are iron ore prices
BUSINESS
The Reading List: December 29, 2023
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: NBFCs went higher, faster and stronger in loans but not safer
NBFCs have grown their loan portfolio based on quick unsecured loans of short-term tenure to borrower categories known for higher delinquencies compared with other segments.
INDIA
Chart of the Day: Investors overweight on India, shows BofA Fund Manager Survey
Risk appetite towards China is shockingly low as investors believe the economy is heading for a de-rating
BUSINESS
Chart of the Day: 2023 a year to remember for SME IPOs
Since 2020, all 371 SMEs that have tapped the market have been successful in raising money, highlighting the acceptance of the platform
BUSINESS
The Reading List: December 22, 2023
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
Why Raghuram Rajan is wrong about India’s economic path
From 2013 to 2018, Rajan “predicted” doom for the global economy at the rough rate of once a year. In 2015, he predicted a 1930s-style Great Depression. None of these came true. Perhaps his luck ran out
BUSINESS
Chart of the Day: Bulging global debt is primed for an explosive 2024
In the year 2024, the efforts of sovereigns in both advanced and emerging economies would be to contain a fiscal explosion. Governments across the world would be tested on their ability to keep fiscal costs under control
BUSINESS
Chart of the Day: MFIs up the game in credit growth
Unique borrowers in the microfinance institutions rose by 15 percent, so did the average loan ticket size
BUSINESS
Chart of the Day: Road sector hits a speed bump
Contracts awarded for roads this fiscal year have seen a big decrease, but execution has remained strong, thanks to order backlogs
BUSINESS
Chart of the Day: Mid and small companies face a question of how to fund growth
Investors have been flocking to small and mid-caps perceiving them as better opportunities but large companies seem better equipped to sustain growth
BUSINESS
The Reading List: December 15, 2023
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: Investment horizons inch up in emerging markets
India and Indonesia were among top emerging market countries to see a significant expansion in savings time horizons in a 10-year period








