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
BUSINESS
Chart of the Day: Rising Offers for sale and promoter selling a red flag for the market
In a recent tweet, Nikhil Kamath said that promoter selling in 2023 (till August) is four times that of 2018 and double that of 2022
BUSINESS
Chart of the Day | Tea may bring cheer to FMCG players in FY24, but at the cost of growers
Healthy production trends could see sales and realisations of plantations under pressure, but branded tea markets could benefit
BUSINESS
The Reading List: September 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: Many committees later, still an underwhelming bond market
Trading volumes in corporate bonds are a sliver of what is witnessed in the government bond market even today. Fintech platforms like IndiaBonds are trying to change this by bringing in more retail participation
BUSINESS
Chart of the Day: Poorest bore the brunt of inflation the most
Essential items such as food and fuel occupy a greater share in the consumption basket of lower income classes
BUSINESS
Chart of the Day: A rising RoE indicates a market rally
The RoE expansion expected in the index will be led by capital intensive and cyclical sectors such as auto, capital goods, infrastructure, utilities, telecom, commodities and financials
BUSINESS
Chart of the Day: Food inflation chills in August, despite sticky rice prices
Rice prices did spike due to India’s export restrictions, but other cereals fell and subdued trends in other food products pulled down the FAO food price index
BUSINESS
The Reading List: September 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: India’s growth differential with the world improving sharply
What’s more, the differential is back to the period of high growth seen in 2005-09 where both consumption and investment were galloping.
INDIA
Chart of The Day: Capex outlay in renewables set to leapfrog
Growing adoption and favourable government policies have helped reduce module prices, in turn lowering costs
BUSINESS
Chart of the Day: Smaller companies’ contribution to mcap near a two-decade high
While the Nifty50 index has given a return of six percent this year, Mid-cap 100 has posted 24 percent gains, and the Small-cap index gave 26 percent.
BUSINESS
Chart of the Day: Sunnier days for kiranawalas, but dark clouds are gathering
A recovery in rural FMCG demand is lifting kiranas’ growth in FMCG sales but El Nino’s risk to rural incomes could play spoilsport
BUSINESS
The Reading List: September 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: Lending rates and the transmission of pain
Tell-tale signs of interest rates impacting loan offtake are beginning to show, with credit growth slowing in August.
BUSINESS
Chart of the Day: Consumer firms’ ad spends rise but still below pre-Covid levels
As margins start recovering, companies are reinvesting the margin benefits partly in ad spends
BUSINESS
Chart of the Day | Steel output’s surprising jump in July is not what it seems
In July global crude steel output rose by 6.6 percent over a year ago, its highest level in the past 12 months, with China’s output rising 11.5 percent and India’s 14.3 percent
BUSINESS
The Reading List: August 25, 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: Lighting up the rocket of industrial growth needs credit fuel
Data from the Reserve Bank of India (RBI) shows that credit to industry grew by 8 percent year-on-year as of June, but overall non-food credit growth was 16 percent
BUSINESS
Chart of the Day: Corporate finance sanctions rise but way below 2011 peak
Barring roads, large private corporate capex has been range-bound for several years
BUSINESS
Chart of the Day | Airports find gold on ground
Airports exist because passengers need them to board their flights but their business model is becoming less dependent on this core activity
BUSINESS
The Reading List: August 18, 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: HDFC’s exit leaves corporate bonds immune to liquidity pressure
At a time when fund houses are seeing increasing inflows into their schemes and even foreign investors have turned net buyers of debt, the supply of good paper in certain tenures is wanting.
BUSINESS
Chart of the Day: High lead prices pose risk to domestic battery makers
Domestic lead prices stay elevated due to sustained demand for batteries and slower ramp-up in lead production in international markets
