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
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
These links may be from external websites we frequent or shared by people we follow on social media
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
