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
BUSINESS
Chart of the Day: Renewables capacity growth patchy
Falling cell module prices and improved pace of auctioning could give a leg-up to future capacity addition in renewables
BUSINESS
ITC Analyst Day | In a slowing FMCG market, premiumisation is the main strategy in play
ITC’s first day out with analysts gives a detailed insight into each of its businesses, but also provides an overview of what investors can expect in the coming years
BUSINESS
Chart of the Day | Take the expenditure side of quarterly GDP data with spadefuls of salt
As much as 4.6 percentage points out of the 7.6 percent growth in the September quarter can be put down to ‘’discrepancies’’
BUSINESS
The Reading List: December 8, 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: RBI has a core problem in pursuing a higher for longer policy rate
If real interest rates remain elevated and they will if the RBI holds on to its unerring focus of bringing headline inflation to 4 percent, it is likely to dampen demand and even investments from firms.
BUSINESS
Chart of the Day: Multi-fold jump likely in power sector capex until FY26
Renewable energy capacity is seeing capex increase, but demand surge for power will warrant thermal capacity increase too
BUSINESS
Chart of the Day | Microfinance rides high on growth
Microfinance players have expanded by penetrating unexplored areas and fast-growing North, Central and West regions
BUSINESS
The Reading List: December 1, 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: Consumer loans are popping, but Indians are not shopping much
It is surprising that galloping retail loan growth has not translated to a reasonable growth in private consumption
BUSINESS
Chart of the Day: Tax rates on fuel fell in major economies between 2021 and 2023
An OECD study shows road tax rates on fuel fell in major economies, as governments provided relief to citizens from an energy price spike but also due to a lack of indexation to inflation
