TRENDS
Chart of the Day | PMI numbers show a squeeze in margins for companies
So far, companies have been able to manage by cutting costs, but there are limits to that
BUSINESS
Chart of the Day | Why is India’s stringency index still below that of several countries in Europe?
Given the ferocity of the second wave in India, perhaps a stronger response is merited
TRENDS
Interview | Impact of second COVID wave on economy and market to be modest, says Prashant Jain of HDFC AMC
Any market correction triggered by FII selling is an ideal time to buy equities, says CIO of HDFC MF
BUSINESS
The Reading List: April 30, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | FMCG companies need a relook at what’s sitting on their shelves
In a number of FMCG categories, three-fourths of the variants contribute to only 2percent of category sales
TRENDS
Chart of the Day | China will contribute a fifth of global growth this year
India’s contribution to global growth too is forecast to increase, according to IMF forecasts
BUSINESS
The Reading List: April 23, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | How rising COVID-19 cases are affecting the broad equity market
Equities rode out the first wave on support from central banks, government and hopes of unlocking and vaccine discovery
BUSINESS
The Reading List: April 16, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | Is the economic recovery running out of steam?
Bank credit growth in the January-March 2021 quarter was lower than in January-March 2020 as well as in October-December 2020
BUSINESS
The Reading List: April 9, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Well positioned to look at global opportunities, fund and execute them, says M&M’s new CEO & MD
Rural housing finance subsidiary is the first one among subsidiaries likely to get listed, says Anish Shah
BUSINESS
Chart of the Day | Why is RBI ignoring rising inflation expectations?
The rate setting panel fears that the surge in infections could swamp the recovery
BUSINESS
Chart of the Day | India’s fiscal deficit likely to be the highest among major economies by 2022
High fiscal deficits expected to drive growth in most economies this year
BUSINESS
Chart of the Day | Services grow strongly in March despite second wave, shows PMI
With fresh infections soaring and new restrictions on business, April may see weakness
BUSINESS
Chart of the Day | Second wave pulls business sentiment in manufacturing to 7-month low
PMI data show RBI will gain comfort from the fact that firms are not raising prices despite a sharp increase in input costs
BUSINESS
The Reading List: April 2, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
The key takeaways from India’s balance of payments for the December 2020 quarter
Strap: As the economy recovers, the current account deficit should widen. However, with central banks in the developed economies committed to keeping the liquidity spigots open, fund flows to emerging markets should continue, so the financing of the deficit should not be an issue
BUSINESS
Interview | Thermax chief bets on a makeover to cash in on opportunities in sunrise areas
The changing energy landscape means the capital goods company has to reinvent itself, says Ashish Bhandari, MD and CEO
BUSINESS
The Reading List: March 26, 2021
A selection of articles and social media gems from the world of economy, business and finance.
BUSINESS
China’s anti-pollution measures may be a double-edged sword for steel stocks
China’s efforts to tackle pollution are expected to curb steel output. That should benefit other steel producers but not if iron prices crack.
BUSINESS
Despite new infections, flash PMIs show economic conditions improving in US, UK and Eurozone
Supply disruptions have led to higher input prices and inflation
BUSINESS
The Reading List: March 19, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | No super cycle: IEA on crude oil
The IEA expects demand to recover, but ample supply and inventories should keep a check on prices
