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
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
