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
BUSINESS
Budget Chart Point | Will the government consider a wealth tax this year?
The proportion of direct taxes to the central tax kitty has fallen
BUSINESS
Chart of the Day: Global food prices reach for the sky
A V-shaped recovery is visible in the wrong place, as global food prices show no signs of reversing course
BUSINESS
Chart of the Day | Post-festive industrial blues
All the sub-indices of the index of industrial production came in lower in November, except for mining and consumer staples
INDIA
Budget Chart Point | India’s spending on healthcare increases, but remains awfully low
India's spending on public health and family welfare is perking up. The COVID-19 pandemic forced governments at the Centre and states to spend more on healthcare. But the figure as a percentage of GDP remains way below what's needed
BUSINESS
Budget Chart Point | Effective tax rate was declining even before corporate tax cut
Don’t expect any changes in corporate tax rate this Budget
BUSINESS
The Reading List: January 8, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | 2020 has broken preconceived notions about markets and economics, says Mihir Vora of Max Life Insurance
Max Life Insurance CIO says stock market valuations are stretched as most asset classes have been performing. Returns next year may be in the low double-digits or high-single digits for the overall market, but there is money to be made by astute sector and stock picking
BUSINESS
Chart of the Day | India manufacturing PMI shows sustained growth in December
The sharp growth in sales in December is an indication that the recovery is sustainable
BUSINESS
Write-offs are distinct from waivers. They are not a sign of crony capitalism.
There is no debt forgiveness in loan write-offs. It is an accounting practice followed by banks
BUSINESS
The Reading List: January 1, 2021
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Decline may continue in Q3, but expect decent growth in Q4, says Satyan Jambunathan, CFO, ICICI Prudential Life Insurance
ICICI Prudential is targeting doubling of value of new business (VNB) by FY2023
BUSINESS
Interview | We expect 7-8 per cent returns for Asian equities from current levels by end-2021: Chetan Seth of Nomura
The Japanese bank’s Asia-Pacific regional equity strategist points out the key risks to equities: disappointment on vaccine efficacy, liquidity risks and regulations
BUSINESS
The Reading List: December 24, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Make in India will be a fallacy if we cannot design in India, says Royal Enfield CEO
Motorcycle maker Royal Enfield to focus on new models and expansion of mid-sized segment
BUSINESS
Why there is popular support for farm laws
A News18 poll shows that majority of respondents support reforms, believe that a repeal of farm laws is uncalled for and that farmers should compromise.
BUSINESS
The Reading List: December 18, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Sales growth outlook is good, but inflation may be a near-term concern: Amit Syngle, Asian Paints CEO
We are seeing strong demand from metros and tier-1 cities. This has been a very big accelerator, and now demand is coming back to pre-Covid levels, says Amit Syngle, MD and CEO, Asian Paints
BUSINESS
Chart of the Day | Flash PMIs show stable expansion in advanced economies in December despite second wave
Business optimism remains strong, riding on the good news about the vaccines
BUSINESS
Chart of the Day | November 2020 non-petroleum goods merchandise exports lower than three years ago
Non-oil, non-gold imports in November 2020 also far lower than three years ago
BUSINESS
Interview | Targeting consistent and healthy double-digit growth in the next three years: Sunil Kataria of Godrej Consumer
We've made health and hygiene exponentially big for us, and this is a huge opportunity for us, says CEO, India and SAARC, Godrej Consumer Products
BUSINESS
Interview | Cement industry is poised for strong growth, says CEO of Dalmia Cement Bharat
The cement maker will put up a better show than the industry average on growth numbers, asserts Mahendra Singhi
