BUSINESS
Chart of the Day: Index inclusion demolishes the rate differential argument for India’s bonds
The turnaround in debt flows has happened even as the interest rate differential between the US and India has narrowed due to a series of large hikes in the fed funds rate by the US central bank
BUSINESS
The Reading List: November 24, 2023
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BUSINESS
Chart of the Day: Mission transmission is under threat again
Transmission may improve in the coming months as the share of EBLR increases in banks’ portfolios. Also, liquidity has been progressively tightened in the past six months by the RBI
BUSINESS
Chart of the Day: Why gold may shine through 2024
Peaking of interest rates, slowing global economic growth, particularly US and geopolitical tensions, may keep interest in gold high
BUSINESS
Chart of the Day: Strong balance sheets in Q2 should pave the way for capex
Aggregate RoCE in the September 2023 quarter was 9.4 percent, the highest since the March 2011 quarter, while debt was very low
BUSINESS
Chart of the Day: Iron ore prices show surprising strength
The run-up to winter in Europe and China usually marks a dull period for the steelmaking input, but it’s recently hit an 8-month high
BUSINESS
The Reading List: November 17, 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: Will highway awards fall short of FY2024 targets?
Road contract awards have been subdued since April, making the ask fairly steep to achieve FY2024 targets
BUSINESS
Chart of the Day: India - Outsourcing capital of the world
With the transfer of information over the internet from one corner of the world to the other becoming super-fast and cheap, countless business opportunities started arriving at Indian shores
BUSINESS
Chart of the Day: Profits of life insurers have a persistency problem
Insurers have tweaked their product mix, chased simpler term policies, launched products customised for different consumer segments but persistency ratios haven’t improved significantly. For some, it has declined.
BUSINESS
The Reading List: November 10, 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: India’s kiranawalas extend lead over modern retail
NIQ data shows sales growth in the traditional trade channel stepped up to its highest level in 2023 so far, while modern retail outlets saw growth turn slower
BUSINESS
Chart of the Day: Will record demand for warehousing sustain?
After sustaining for two years post-COVID, transactions in warehousing sector seem to have paused in H1FY2024
BUSINESS
Chart of the Day: IPO lock-in expiry to flood market with paper
Demand and supply is what drives share price. A surge in supply is anticipated in the coming months as the lock-in period expires on pre-IPO shareholding in as many as 44 companies
BUSINESS
Chart of the Day | Global food inflation trends downwards
Except for dairy prices that rose, the other components of the FAO Food Price Index declined in September. Domestic inflation in cereals and pulses remains a concern
BUSINESS
The Reading List: November 3, 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: High rates are breaking government balance sheets
Governments with already existing fiscal imbalances are the ones hurt the most and finding themselves at the brink of default amid a secular rise in interest rates across geographies
BUSINESS
Chart of the day: Cry 'Havoc' and let slip the dogs of war
Given the US track record of being engaged in some war or the other most of the time, for an investor, it is a no-brainer to stay invested in defence companies that supply arms and ammunition to the US and, through them, to the countries they are siding with.
BUSINESS
Chart of the Day | Global steel output loses momentum
China’s continuing economic stress is showing up in steel output, with the country’s output declining 5.6 percent in September
BUSINESS
The Reading List: October 27, 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: Income tax collections point to a bright spot for discretionary spends
Number of Indians declaring a gross income over Rs 5,00,000 per year has grown 20 percent on a compounded annual growth rate (CAGR) basis between FY12 and FY21
BUSINESS
Chart of the Day: Rising government thrust to propel aviation sector
Rising affordability, improving connectivity with smaller cities and airport expansion are expected to fuel passenger traffic
BUSINESS
Chart of the Day: Three reasons why Bitcoin touched an 18-month high
There are three main reasons behind the sharp up move. The first is seasonal, the second is structural, and the third is market dynamics.
BUSINESS
Chart of the Day | India takes centre stage in global steel demand
Its steel demand growth in 2023 and 2024 is forecast to be the highest in the top 5 steel consuming countries of the world
