BUSINESS
Chart of the Day: CASA deposits to make banks sweat
Small banks showed a steep fall in CASA ratio while large lenders such as HDFC Bank and ICICI Bank showed a modest reduction
BUSINESS
The Reading List: July 21, 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: Forex loans signal a revival in the capex cycle
The chart reproduced from RBI’s bulletin shows that Indian firms are using more than 60 percent of borrowings to fund expansion, acquisition or investing in capital goods
BUSINESS
Chart of the Day: What the dollar index is foretelling about the market
A reading below 100 has coincided with the bullish phase in most emerging markets.
BUSINESS
Chart of the Day | In Asia, India outranks China on FMCG sales growth but is still not numero uno
India’s urban FMCG market growth was nearly triple that of Asia’s average in Q1 2023
BUSINESS
The Reading List: July 14, 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 | Home loan growth could plateau in coming months
One of the reasons for a slump in affordable housing is the sharp rise in interest rates.
BUSINESS
Industry is yet to recover fully from the pandemic blow, just look at IIP numbers
Is the level of consumer staples production really lower than that four years ago, as the IIP data shows?
BUSINESS
Chart of the Day | Global food inflation no threat, domestic trends benign barring a tomato-sized problem
The FAO’s Food price Index fell by 1.4 percent sequentially and is down by a fifth over a year ago, with falling edible prices being the main driver of this decline
BUSINESS
The Reading List: July 7, 2023
A selection of economy, business and finance articles and social media gems curated by our research and opinion teams
BUSINESS
Chart of the Day: Banks walked away from microfinance, will they come back?
One sign of a smart bounceback of microfinance is the fall in the proportion of loans where repayments are overdue beyond 30 days. This has fallen to 2.2 percent by March quarter from as high as 6 percent a year ago
BUSINESS
India’s drone industry shaping up to be a disruptive force
The Ideaforge IPO document gives us a closer look at the drones industry, a technology that’s becoming a staple not just in military applications but in the economy as well
BUSINESS
Chart of the Day: In spite of strong demand, new office supply could impact rentals
Strong pace of new office space supply and higher vacancy levels may keep rentals subdued in the near term
BUSINESS
The pain at the bottom of the corporate sector pyramid
Investors gunning for small caps note, RBI data on corporate performance show losses, in the aggregate, of firms with annualised sales of Rs100 crore or less
BUSINESS
Chart of the Day | China’s slowdown galvanises zinc bears
A growing surplus on the one hand and demand worries on the other are dulling the metal's outlook
BUSINESS
The Reading List: June 30, 2023
A selection of economy, business and finance articles and social media gems curated by our research and opinion teams
BUSINESS
Financial Stability Report: Consumption still stuck on the runway
Two charts in the RBI's Financial Stability Report show how real wages have fared since 2018
BUSINESS
What RBI’s Financial Stability Report says about equity valuations
Are the improving growth prospects in India already priced in by the markets, given that they are now at all-time highs?
BUSINESS
Chart of the Day: Retail loans getting riskier, but banks can handle it
As of March end, unsecured retail SMA loans were 6.9 percent of the total portfolio. In case of trouble, banks cannot recover money from unsecured loans due to lack of collateral
BUSINESS
Chart of the day| What is driving real estate growth
Cash dealings have dropped to nearly zero in household construction in the cities. This meant that a home buyer can get finance for almost the entire cost of the house minus the margin money
BUSINESS
Chart of the Day: Homes may be affordable, but home loans are not
The weighted average lending rate for home loans has risen by 175 bps while that of all loans rose 117 bps since May 2022
BUSINESS
The Reading List: June 23, 2023
A selection of economy, business and finance articles and social media gems curated by our research and opinion teams
BUSINESS
Accenture guidance signals more gloom for IT | Landmark Cars, BPCL & Eros in focus | Market Live
Indian equity markets snapped two-day gains amid volatility and fell nearly half a percent yesterday. Weak global cues after hawkish comments by US Federal Reserve, and selling in most sectors dented sentiment. BSE Sensex dropped 284 points to 63,239, while Nifty50 declined 86 points to 18,771. Intraday, the Sensex hit a fresh all-time high, but Nifty failed to conquer fresh highs for the third time this week even though it went very close to its previous record level of 18,887. Will the bulls manage to make a comeback today? Meanwhile, IT stocks may extend losses after Accenture’s Q4 revenue guidance disappoints, signaling more gloom for the sector. Catch Nandita Khemka in conversation with Mitul Shah of Reliance Securities and Raja Venkatraman of Neotrader.
BUSINESS
Chart of the Day: Foreign investors take passive funds route to Indian equity markets
Bulk of the foreign investments this year are routed through exchange traded funds (ETFs)
