BUSINESS
The Reading List: June 2, 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: Heatwave makes India’s fossil fuels sweat
As temperatures soar, power demand is expected to inch higher in FY24, putting pressure on thermal power plants
BUSINESS
Chart of the Day: Chips are the new oil
After petroleum, electronics are the second largest imports in the country.
BUSINESS
The decline and fall of Pakistan and the rise of Bangladesh
Five charts tell the story of Bangladesh overtaking Pakistan on economic and social parameters
BUSINESS
The Reading List: May 26, 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 | Steel output is losing its glint
A sharp cut in China’s output is accompanying slippages in other major countries, India is among the few exceptions
BUSINESS
Chart of the Day: India tops the pack in APAC office property market
Yields in India’s office and retail property markets are attractive, driving global investors into the sector
BUSINESS
CoD: Why the auto sector is attracting FPIs
While financial services have been a favourite for FPIs over the last few years, the automobile sector has picked up in the recent past.
BUSINESS
Chart of the Day | Non-ferrous metals wilt, Dr Copper also under the weather
The China economy reopening, growing demand for renewables, peak interest rates… nothing seems to be perking up sentiment for these metals
BUSINESS
The Reading List: May 19, 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: Term premium has shrunk, a sign of many things
The premium has narrowed because of long-term yields falling, partly on expectations of rate cuts in response to an easing inflation.
BUSINESS
Chart of the Day: Lead prices to rule firm on weak supply
Strong demand for lead from the global auto sector along with a relatively slow pace of production ramp up, is expected to support lead prices for nearly a decade
BUSINESS
Chart of the day: Receding inflation gives rural FMCG demand a fighting chance
Rural FMCG demand has been in the dumps for years now but the tide appears to be turning
BUSINESS
The Reading List: May 12, 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 K-shape of banks’ deposit mobilisation
The tables have turned for public sector banks that commanded a higher deposit growth ten years ago. Now they are on the wrong side of the K-shape in deposit mobilisation and are losing out to private sector peers every year.
BUSINESS
Chart of the Day: Will CV volumes cross the FY19 peak this fiscal year?
Commercial vehicle sales volumes were robust in FY2023, but still lag the pre-COVID numbers. Will this year be better?
BUSINESS
Chart of the Day: Mongolia is the new Australia in supplying coal
Australia’s decision to question China on the origins of COVID has altered trade in coal
BUSINESS
Chart of the Day: Global food inflation rises, but India has little to worry
A sharp spike in sugar prices pushed global food inflation upwards, reversing a comforting downtrend
BUSINESS
The Reading List: May 5, 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: BOT projects could ease NHAI’s debt servicing woes
Rising share of HAM model in overall ordering of road projects has increased NHAI’s debt servicing liability, perhaps limiting the pace of orders
BUSINESS
Private sector activity in India shows strongest momentum since July 2010
Both manufacturing and services PMIs indicate very strong growth
BUSINESS
Chart of the Day: Credit card spending touches a new high
In FY23, 11.67 million (net) cards were added, a marginal rise of 0.8 percent, but spending during the same period shot up by 47 percent to Rs 14 trillion
BUSINESS
The Reading List: April 28, 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 private banks get away with higher loan rates
Private sector banks have always been able to charge higher loan rates than public sector lenders. But of late, the gap between the two has widened considerably
