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
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
