BUSINESS
Chart of the Day: India a bright spot, but at the cost of high inflation
The war in Ukraine, the sanctions on Russia, tightening financial conditions and China’s zero-COVID policy are some of the usual suspects behind ADB's Asia outlook revision
BUSINESS
The Reading List: July 15, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
The Reading List: July 8, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
PMI: Indian private sector saw very strong growth momentum in June
With growth so strong and high inflation, the RBI will need to tighten further
BUSINESS
Rupee's depreciation is a narrative of strong dollar rather than weak India: BofA's Jayesh Mehta
If you are a long-term investor, it is a great opportunity to stagger buying (in bond markets) over the next two months, through the mutual fund route, says BofA top boss
BUSINESS
Chart of the Day | India’s market valuation still close to peak, relatively speaking
A commonly-tracked valuation ratio shows that relatively speaking, India’s valuation is not far off from its peak while China looks attractive
BUSINESS
Chart of the Day | The close correlation between central bank assets and the markets
Markets have risen on Quantitative Easing, while Quantitative Tightening has an opposite effect. But this time, high inflation prevents central banks from jettisoning QT any time soon
BUSINESS
The Reading List: July 1, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
The Reading List: June 24, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
The decade high profits-GDP ratio in 2022 has been powered by the private sector
With profits/GDP at a decade high, RBI’s monetary tightening is happening during a period of strength for the corporate sector, which suggests profits could remain resilient
BUSINESS
Urban unemployment is lower than pre-COVID times, but there’s a catch
The quality of urban jobs was worse in January-March 2022 than January-March 2019
BUSINESS
New York Fed economic model says 80 percent chance of hard landing for US economy
The projections of US GDP growth by the New York Fed model are much lower than those of the Federal Open Markets Committee
BUSINESS
The one chart that tells you why Agnipath is necessary
The CAGR of defence pensions has been higher than that for defence capital outlay
BUSINESS
The Reading List: June 17, 2022
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 | Asia’s inflation headwinds gathering force
A higher share of food in the CPI basket, rising global food inflation and second-order effects raise the risk of inflation going higher
BUSINESS
The Reading List: June 10, 2022
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 | Global food inflation tapers
The FAO’s food price index fell for the second consecutive month but is still sharply above the level it was before Russia invaded Ukraine
BUSINESS
The Reading List: June 3, 2022
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 | Is rural distress getting worse?
The number of households demanding work under MGNREGS in May 2022 is much higher than in May last year
BUSINESS
Manufacturing PMI | Strong inflation & growth set stage for RBI to raise rates again
Manufacturing growth continues to be strong in spite of higher output prices
BUSINESS
There is still a large under-recovery of cost increases: Sanjeev Aggarwal, CFO of JK Tyre
The government’s recent decision to cut excise duty on fuels could boost consumer sentiment in the near term, says the top honcho
BUSINESS
The Reading List: May 20, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
BUSINESS
The Reading List: May 13, 2022
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 | OECD indicators show stable growth for India, giving RBI space to hike rates
The Ukraine war seems to have had little impact on economic growth in Asia and North America
