BUSINESS
Ukraine war | Inflation will rise, growth will suffer: Kotak economist Suvodeep Rakshit
Impact of Russia-Ukraine conflict: “Inflation will likely be pushed closer to an average of 6 per cent,” says Kotak's Suvodeep Rakshit, while growth too will be lower by 50-100 basis points
BUSINESS
Russia-Ukraine crisis | SWIFT blow may not quite be effective
Money has no colour and those seeking to trade with Russia will continue finding workarounds
BUSINESS
Chart of the Day | Manufacturing rebounded in February, shows PMI, but war impact yet to pinch
There could, however, be a restocking bounce in March, as finished goods stocks are low
BUSINESS
The Reading List: February 25, 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
Data security remains the Achilles heel of the fintech revolution
Fraudsters availing loans using forged PAN and Aadhaar details point to lax data protection standards
BUSINESS
Chart of the Day | Drop in steel output a temporary one?
A sharp decline in China’s steel output in January pulled down global output, other major steel producing countries too reported declines
BUSINESS
The Reading List: February 18, 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
Interview | Hero Electric MD Naveen Munjal breaks down the way ahead for electric two-wheeler industry, its growth prospects
Naveen Munjal expects industry sales in 2022 to double from close to 200,000 units in 2021
BUSINESS
The Reading List: February 11, 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 | Real yields are lower now than in pre-pandemic years
Inflation and inflation expectations have also gone up
BUSINESS
Chart of the Day | Edible oil fires up food inflation again
The reprieve of a decline in food prices in December did not last, with the FAO Food Price Index rising in January
BUSINESS
Interview | S Naren: The bond market has mostly priced in higher borrowings, policy normalisation
Government's borrowing may not be as high as envisaged in the long run, although there will be short-term volatility, says chief investment officer, ICICI Prudential AMC
BUSINESS
The Reading List: February 4, 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 | Private sector growth slid to 6-month low in January
The ebbing of the Omicron wave is likely to boost growth, but the MPC meet next week must take into account the rise in inflation
BUSINESS
Interview | Bank of America’s Amish Shah on why India’s valuation premium appears justified
Improving infrastructure (focus on Gati Shakti), a bottleneck in the past, could improve asset turns and lower logistic costs, which in turn could aid expansion in return on equity
BUSINESS
Chart of the Day | Demand for work under MGNREGA in January higher than before COVID
Although demand for work under MGNREGA is still higher than before the pandemic in January 2020, it is lower than in December 2021
BUSINESS
Budget Chart of the Day | The state of the economy in 10 charts
Despite a bounceback, real GDP is hardly 1.3 percent over the 2019-20 number. Rural demand, jobs and inequality demand attention
BUSINESS
Budget Chart of the Day: Top gainers, losers on Budget Day say a lot
How stocks or the market reacts to the news inform us about the impact of the Budget
BUSINESS
The Reading List: January 28, 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
Budget Chart of the Day: What Budget day market moves tell us about the short-term trend
The first hint of direction comes as the speech comes to an end and savvy traders and investors take a position based on their interpretation
BUSINESS
Budget Chart of the Day: The pandemic tripped capex, will Budget help revive it?
Capex growth in FY21 slumped, with most sectors seeing a deceleration. How’s the situation in FY22?
BUSINESS
Budget Chart of the day | The poor quality of government expenditure
Capital expenditure as a percentage of GDP has risen in the past two years, but more needs to be done
BUSINESS
Budget Chart of the Day | Shot in the arm for realty
With the Modi government’s vision statement of ‘Housing for All by 2022’, it is but obvious that the Union Budget would continue to focus on offering real estate sops
BUSINESS
The Reading List: January 21, 2022
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
