BUSINESS
Interview | Valuations are expensive, but market is not in a bubble, says UBS India's Anuj Kapoor
"There is a high level of interest in Indian assets on the part of private equity and sovereign wealth funds. India is in a unique spot, so we can expect an increase in inbound acquisitions," says the head of UBS Global Banking, India
BUSINESS
Message from PM Modi’s Rajya Sabha speech: Reforms will continue and none will be left behind
Prime Minister defends farm reforms, says India can achieve great things if it comes together as one
BUSINESS
The Reading List: February 5, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Moody’s warns of India’s high fiscal deficit
The rating agency says India’s debt burden has risen further above the Baa-rated median and its debt affordability remains the weakest among Baa-rated peers
BUSINESS
Interview | Economist Rathin Roy says the Indian economy is headed to a very dark place unless we repurpose the State
Economic development is not a Kumbh Mela, it's an ongoing process, says Roy
BUSINESS
The Reading List: January 29, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | BofA Securities hopes government will follow the path of fiscal stimulus in Budget
BUSINESS
Budget Chart Point | Looking beyond IMF’s optimistic growth numbers
The sharp rebound following a plunge only brings back GDP to slightly higher than where it was a year ago
BUSINESS
Interview | We hope to achieve a Rs100-crore cost reduction in about a year, says CEAT boss Anant Goenka
The unprecedented lockdown following Covid-19 has prompted CEAT to rework its expenditure strategy, which is paying off, says MD
BUSINESS
The Reading List: January 22, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Budget Chart Point | How buoyant is tax collection?
It has been declining but should improve in FY22
BUSINESS
Interview | Budget should focus on reviving income growth, says Rahul Bajoria of Barclays
Chief India Economist of Barclays projects a fiscal deficit of 7-8 percent
BUSINESS
Three charts that give context to Sensex at 50,000
The rally is broad-based, but valuation indicators signal caution
BUSINESS
Budget Chart Point: The spillover effect
The need to continue supporting the economy could see expenditure of existing schemes carry over into the FY22 Budget
BUSINESS
Budget Chart Point | The need to push bank credit growth
A strong banking sector is needed to push economic growth
BUSINESS
Interview | Our recovery bet is more on US small caps than India, says Mark Matthews of Julius Baer
Markets would prefer a return to a smaller deficit of 5-5.5 percent, says Julius Baer’s head of Asia Research
BUSINESS
Budget Chart Point | Pushing infrastructure
The Budget must announce laws to encourage private and foreign capital participation in infrastructure creation
BUSINESS
Budget Chart Point | Will subsidies buck the recent trend?
Deregulation of petrol and diesel prices as well as low oil prices which helped reduced the cooking gas subsidy reduced the overall subsidy burden as a proportion of GDP
BUSINESS
The Reading List: January 15, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Budget Chart Point | The quality of expenditure
Capital expenditure as a percentage of GDP has been stagnant
BUSINESS
Chart of the Day | Wholesale price inflation at 4-month low, but non-food prices spurt
It’s likely that as the recovery gathers strength, wholesale non-food prices will see higher inflation
BUSINESS
Chart of the Day | OECD leading indicator points to stable growth in India
The Composite Leading Indicator shows growth in most major economies is almost back to normal
BUSINESS
Budget Chart Point | The disinvestment puzzle
Disinvestment is a target that is mostly missed
BUSINESS
Interview | Carry trade is going to be a key theme in 2021 for debt funds, says Lakshmi Iyer of Kotak AMC
We are not going to see aggressive rate cuts, going forward. This is the reason capital gains will most likely play second fiddle to the carry in 2021, says CIO-Debt and Head-Products at Kotak AMC
