BUSINESS
COVID-19 in India | Prime Minister Narendra Modi’s speech instils hope, but challenges lie ahead
With confusion over the vaccine policy cleared, there are challenges for both the Centre and state governments. More types of vaccines would mean different protocols for its transfer and administration. Here seamless co-ordination between the Centre and states is essential
BUSINESS
Interview | Indian economy will be back on its feet again by 2021-end: Moody’s Analytics’ Steven Cochrane
Unlike last year when the bounceback was fast, this time the comeback in the third and fourth quarters will be slower, says chief APAC economist of Moody’s Analytics
BUSINESS
The Reading List: June 4, 2021
A selection of articles and social media gems from the world of economy, business and finance, curated by our research and opinion teams
TRENDS
Chart of the Day: Global food prices near previous peak, domestic prices take a breather
FAO index shows edible oils take the crown for price increases. At home, edible oil and sugar prices have risen sharply on the back of global movement while other food items are showing benign trends
TRENDS
Chart of the Day: Rainfall exceeded forecast levels in the past two years
For agriculture, what really matters is the geographical spread and timing of rainfall during the season
BUSINESS
Chart of the Day | The Indian private sector contracted in May
The Services PMI show the sector shrank in May, pulling down the overall economy
BUSINESS
Chart of the Day: Real policy rate is negative in India
The central bank will depend on its arsenal of unconventional measures, including more bond buying, to provide monetary accommodation and support growth
BUSINESS
Chart of the Day | Exports remain strong in May despite lockdowns
Imports, on the other hand, weakened
BUSINESS
Interview | L&T revenues should double in five years without compromising on profitability: CFO R Shankar Raman
L&T revenues should double in five years without compromising on profitability, says CFO R Shankar Raman
BUSINESS
Chart of the Day | Indian home price slump worst in the world
Indian home prices are still about 60 percent higher since 2010 in inflation-adjusted terms, the highest among major economies
BUSINESS
The macro implications of Q4 bank earnings
Corporate NPA cycle turns, but retail, MSME worries will add to bank risk aversion and keep credit growth in check
BUSINESS
The Reading List: May 28, 2021
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 key takeaways from RBI’s annual report
Economists aren’t very impressed with the way the central bank generated higher dividends
TRENDS
Interview | PLI good for components, but may not be a gamechanger for ACs: Blue Star MD
India needs to be innovative, have scale and sustainable goals in order to be globally successful, says B Thiagarajan
TRENDS
Chart of the Day | Metals shine on investment plate
Just five industries accounted for nearly two-thirds of new project announcements in 2020-21
BUSINESS
The Reading List: May 21, 2021
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 | Metal stocks are beating the broad market hollow
The sharp spike in the metal index due to rising commodity prices makes them vulnerable to a correction as well
BUSINESS
Pandemic no longer seen as big risk to global markets: Bank of America global fund manager survey
Inflation is now believed to be top risk and optimism on commodities is near all-time highs.
BUSINESS
The Reading List: May 14, 2021
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 aggregate effect of state lockdowns on India’s GDP
The interlocking of various state lockdowns means that states contributing to over 90 percent of India’s GDP are affected
BUSINESS
The Reading List: May 7, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | Loan repayments holding up in April despite lockdown
The bounce rate, or the percentage of transactions where a request for payment was unfulfilled, hasn’t fallen significantly
TRENDS
Chart of the Day | Commodity prices are not looking back
The Bank of Canada Commodity Price Index is up by 86 percent over a year ago
TRENDS
Chart of the Day | PMI data show employment has been shrinking for a year
The recovery has led to an increase in profits and not in employment. That does not augur well for the sustainability of demand
