BUSINESS
Chart of the Day | How strong is the market, structurally speaking?
The rally that started in March 2023 is different from previous rallies in the market, in terms of the stocks that are visible on the leaderboard
BUSINESS
Chart of the Day: Convincing recovery in capex among listed firms
Capex growth in listed companies looks more convincing this time around with expenditure being more discretionary than maintenance driven
BUSINESS
Chart of the Day | Should investors worry due to a fall in ROCE and RONW in FY23?
The two main capital efficiency ratios in FY23 have declined, with the manufacturing sector faring worse than the services sector
BUSINESS
The Reading List: June 16, 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: PSU banks show first sign of loan market share gain in FY23
Axis Bank’s purchase of Citibank’s retail business drove the market share loss of foreign banks in both lending and deposits. For the first time in more than a decade, public sector banks gained market share in lending during FY23.
BUSINESS
Deflation deepens in wholesale prices
Deflation is seen not only in crude oil and non-food primary products, but also in manufactured products
BUSINESS
The Reading List: June 9, 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: Discretionary spending not back to pre-pandemic levels yet
Note that while sentiment towards spending has vastly improved from the pandemic level, it is nowhere close to the strength it had before the pandemic
BUSINESS
MSP hike raises inflationary risk, but look skywards for clarity
A sharp increase in MSP rates due to rising costs raises the risk of higher food inflation but much depends on how the El Nino risk plays out during the monsoon season
BUSINESS
World Bank says India’s contribution to global growth to match that of the US
India is likely to contribute 0.2 percentage points to global GDP growth, same as US and more than the Eurozone, but China is expected to contribute almost half
BUSINESS
Chart of the Day | Global food inflation brings good tidings
Global food inflation fell sharply in May and while local retail prices in commodities such as edible oils fell sharply, there is concern in some quarters
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
