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
BUSINESS
Chart of the Day: The wild party in the SME IPO space
The real IPO action is in the SME segment. This record oversubscription leads to strong listings, attracting more investors to bid on upcoming issues.
BUSINESS
The Reading List: August 11, 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: The message from RBI’s surveys
Consumers are feeling a little put out by the persistent inflation. Indians are still pessimistic about employment prospects and the optimism for one-year ahead prospects have dimmed too
BUSINESS
COD: Record dividends demonstrate Indian managements’ confidence
Dividend payout stood at 44.6 percent or slightly less than 50 percent of the profits distributed by these companies to their shareholders.
BUSINESS
The Reading List: August 4, 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: A rating downgrade brings to light limits to US debt
Global debt surpassed $300 trillion in the first quarter of 2023, according to the Institute of International Finance. Developed nations account more nearly 70 percent of global debt with the US’s share around 10 percent.
BUSINESS
Before the MPC meet, July PMI shows strong economy with muted core inflation
The pace of new orders has been robust, indicating that the growth momentum will last
STOCKS
Chart of the Day: PGCIL’s tender pipeline underscores capex revival in power transmission
After going downhill for the last four years, PGCIL’s capex is set to rev up with focus on renewables
