BUSINESS
IMF data show China will remain the biggest contributor to world growth
After 2025, the US contribution to global growth is expected to be slightly lower than that of China. India’s contribution is forecast to be in third place, but it will be far lower than that of the US and China. The two biggest economies—the US and China—are expected to contribute more than 40 percent of world growth between 2026 and 2028
BUSINESS
The Reading List: October 20, 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: Degrees don’t fetch jobs for Indians
The high unemployment among graduates could only mean that there is a big gap between what skills individuals have amassed through education and what the industries want.
BUSINESS
Chart of the day: The great Indian wedding opportunity
An All-India traders’ body says the forthcoming wedding season is expected to generate around Rs 4.5 lakh crore of business in less than a month
BUSINESS
Chart of the Day: Hidden in WPI deflation is a sign of retail price pressure
The sequential rise in the WPI for manufactured products bears watching, if producers pass on higher costs into retail prices, the Barclays report states
BUSINESS
Chart of the Day | Q2 profitability in fine form, but a challenge lies in wait
Q2 earnings in key sectors shows EBITDA margins scaling up but sequential trends indicate the need for caution on assuming the momentum will continue
BUSINESS
The Reading List: October 13, 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 | We aren’t there yet when it comes to inflation
This would be the 48th straight month that headline inflation and core inflation are above target. Food inflation was below the target in eight sporadic months during the time.
BUSINESS
Chart of the Day: Changing landscape of housing market
Hyderabad has raced past other big cities in accretion of luxury housing even as Chennai is the only city to see a decline
BUSINESS
Middle East military spending: Who spends how much
In 2022, Israel’s military expenditure was more than the total of the military spending of Egypt, Iran, Lebanon and Jordan combined
BUSINESS
Chart of the Day: Smartphone exports
In the first five months of the fiscal year, India's mobile exports almost doubled to $5.5 billion or about Rs 45,700 crore. Apple accounted for nearly half of the total mobile phones exported from India.
BUSINESS
Low expectations ahead of September quarter earnings
More than the historical numbers, the market would be keen to hear from the management regarding their outlook in the current uncertain environment.
TRENDS
Chart of the Day | Global food inflation flat, but domestic trends a concern
Falls in vegetable oil and dairy prices offset a sharp increase in sugar and a mild increase in cereals. But a few pain points are visible in domestic food inflation
BUSINESS
The Reading List: October 6, 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: Why the US bond market is unravelling
US Treasury yields have come off a bit but there is a high probability that they will continue to rise. This would be transmitted to other markets and the cost of capital for other borrowers would go up
BUSINESS
Chart of the day: Coal is here to stay
Until we find a solution to stabilising solar and wind supply, coal-fired power plants will continue to supply energy to the country
COMPANIES
Chart of the Day|Demand for bigger houses grows despite high interest rates
Share of three-bedroom houses is growing in spite of adverse odds such as high interest rates and an increase in property prices
BUSINESS
The Reading List: September 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 | India’s balance of payments has a current solution for a future problem
Barclays estimates the CAD to be about $40 billion for FY24 and any increase due to oil prices would be offset by flows expected into the local debt market.
BUSINESS
Chart of the Day | Centre’s fiscal pressures mount
While the revenue expenditure is unlikely to cool off due to populist pre-election measures, can the government slow down capex?
BUSINESS
Chart of the Day: FASTag on the fast track
Increasing road networks, more toll plazas, and rising traffic on roads have increased the daily toll collection from Rs 100 crore per day in September 2021 to around Rs 167.6 crore at present
BUSINESS
Chart of the Day: Aluminium output trend shifts up
Global daily average aluminium output in August was highest in 2023, with China’s output driving the increase
BUSINESS
The Reading List: September 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
Chart of the Day: Revenue density of apparel retailers below pre-pandemic levels
Onset of festive and wedding seasons should improve demand, but inflation remains a dampener
