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
BUSINESS
Chart of the Day | UN agency warns of risks of financial crash
UNCTAD says India is the worst affected by the pandemic, with losses of 27.7 percent of GDP
BUSINESS
Interview | Normalisation of rates unlikely to puncture equity rally: Kotak MF's Harsha Upadhyaya
Inflation may induce market volatility, but it is unlikely to change the earnings growth trajectory, says CIO-Equity, Kotak MF
BUSINESS
WPI spike in manufactured products: Have firms regained the pricing power?
Governments, both at the Centre and the states, must reduce taxes on fuel
BUSINESS
Interview | Current valuations rich, but some upside still left, says MD of Quantum Advisors
There is still room for decent earnings growth even from these levels, says I V Subramaniam
BUSINESS
The Reading List: March 12, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Expect to see a healthy earnings upgrade: Andrew Holland, CEO, Avendus Capital
Holland expects markets to remain volatile between now and May/June, and believes markets are reasonably priced from a 3-year perspective
ECONOMY
Chart of the Day | OECD says long-run costs of pandemic highest for India
Despite a strong rebound, the loss of potential output likely to be very high for India
BUSINESS
Politics is not dirty, women should enter politics: Khushbu Sundar
Today women are far stronger than what they used to be. Women have found their voice to speak
BUSINESS
Why is India’s female labour force participation ratio below that of Saudi Arabia?
Unless we get more women in the workforce, all the fine talk on International Women’s Day will remain hot air
BUSINESS
The Reading List: March 5, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | Global food price inflation shows no signs of abating
The FAO Food Price Index reached its highest level since July 2014. Domestic retail food prices have softened
BUSINESS
Chart of the Day | Global Composite PMI for February shows strongest recovery in US, India is next
Input prices rose at the quickest pace since September 2008 while output prices rose to their highest since the series began in October 2009
BUSINESS
BIS: Financial conditions in the US and EM are at their most accommodative in a decade
The global market rally has been fuelled by very loose financial conditions
BUSINESS
Chart of the Day | Import growth in February suggests the recovery is levelling off
Imports have faltered in the last two months
BUSINESS
Chart of the Day | Manufacturing momentum sustained in February, but costs rose sharply
The manufacturing PMI for February shows a strong increase in activity from the previous month, but cost pressures are rising, affecting margins
BUSINESS
Chart of the Day: Was monetary policy tighter for longer than necessary?
The real policy rate has remained positive for most of the flexible inflation targeting period
BUSINESS
Interview | We are long on India’s domestic economy when it comes to investing: ABB India MD
Geopolitical developments and trade wars have opened up new opportunities for India, says Sanjeev Sharma
BUSINESS
The Reading List: February 26, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | PMI data show rising margin pressure in both manufacturing and services
The rise in commodity prices is reflected in the PMI input price index and firms cannot pass on the entire increase because demand is still uncertain
BUSINESS
Interview | Our business fits perfectly into the ESG theme: VA Tech Wabag MD
India is a huge market that has strong growth prospects, asserts group CEO Rajiv Mittal
BUSINESS
The Reading List: February 19, 2021
A selection of articles and social media gems from the world of economy, business and finance
