BUSINESS
Interview | The market has largely priced in corporate earnings growth, says Vinit Sambre of DSP Investment Managers
The market seems to be pricing in almost one and a half year earnings estimate, and at current levels the market is due for a bit of a breather, says Sambre, who is Head of Equities at DSP Investment Managers
BUSINESS
Interview | At Endurance, managing uncertainty is the new normal, says Ramesh Gehaney
Access to technology and new customers are key when it comes to M&A, says COO of auto parts maker
BUSINESS
The Reading List: December 4, 2020
BUSINESS
Chart of the Day: Food inflation is on a roll
International food prices hit a 6-year high
BUSINESS
Interview | We will definitely grow better than 15% this year, says MD of Muthoot Finance
We have solid risk management capabilities and ample room for growth, as we have been a focused player in the gold financing business for many decades, says George Alexander Muthoot, MD of Muthoot Finance
BUSINESS
Chart of the Day | Composite PMI for November highlights inflation pressures
The MPC will worry that the data suggests inflation is not only persisting but becoming more broad-based
BUSINESS
Chart of the Day | In the midst of pandemic, central government spending boost missing in action
Ministries that spent more: rural development, agriculture, health; spending lower in defence, education, women & child development
BUSINESS
Chart of the Day | Manufacturing PMI for November shows recovery continues, albeit at a slower pace
With the recovery, inflation has also started to pick up
BUSINESS
Chart of the Day | Rising money supply and contracting nominal GDP growth have whipped up a sea of liquidity
Banks are parking the liquidity in government bonds, driving down yields
BUSINESS
Chart of the Day | No need to cut rates when India’s real yields are not only negative, but the lowest among major economies
The real return on fixed deposits with banks is around -2 percent at present
BUSINESS
Chart of the Day | World trade almost back to pre-corona level, thanks largely to China
The big jump in Chinese imports is a boon to the exports of the rest of the world
BUSINESS
Earnings growth in India to be over 25% in next two years: Mark Matthews
Recent policy measures by the central government should have a positive impact on growth, says Matthews
BUSINESS
Prospects have improved, but a sustained positive trend in equities would require acceleration in economic activity, says Harshad Patwardhan of Edelweiss Asset Management
The chief investment officer (equities) at Edelweiss Asset Management identifies geopolitical risks and governments' response to a possible second wave of infections as key monitorables
BUSINESS
The Reading List: November 27, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | Sky is the limit for the growth of our core business, says Sunil Chari, MD of Rossari Biotech
Rossari Biotech is confident of doubling sales in 3-4 years, and the home and personal care category is expected to comprise over half of the company's revenues in the coming quarters, says its co-founder and MD
BUSINESS
Chart of the Day: Flash PMIs show US economy expanded strongly in November, but the UK, Eurozone and Japan contracted
Business optimism has surged, thanks to the encouraging news about the vaccine
BUSINESS
Chart of the Day | Why the banking business is so attractive
The return on net worth for banks in the aggregate is far higher than for the non-financial sector
BUSINESS
A curious anomaly in the RBI report on ownership of banks by corporate houses
'All the experts except one were of the opinion that large corporate/industrial houses should not be allowed to promote a bank'; Recommendation: 'Large corporate/industrial houses may be allowed as promoters of banks only after necessary amendments to the Banking Regulations Act, 1949...'
BUSINESS
Interview | COVID-19 is an inflection point for Dabur, says CEO Mohit Malhotra
A strategic transformation coupled with strong tailwinds in the healthcare segment helped Dabur turn the tide in the September quarter, says its CEO
BUSINESS
The Reading List: November 20, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Interview | We expect to end FY21 with high single digit growth, says Vibha Padalkar, MD and CEO of HDFC Life Insurance
Focus on balanced distribution and product mix has come to HDFC Life’s rescue, said its head explaining how the insurance company has recovered stronger and faster from the COVID-19 in comparison to industry peers
BUSINESS
Interview | We are bullish on growth, but an anticipated rise in input costs could test margins, says Apollo Tyres MD
The domestic tyre industry has scope to improve productivity and infrastructure remains an issue, says Apollo Tyres' Neeraj Kanwar
BUSINESS
Chart of the Day | How much stimulus has the government given till now?
And how does India compare with other countries in government support during covid-19?
BUSINESS
Chart of the Day | Non-oil exports continue to show growth in October
Non-oil, non-gold and silver merchandise imports are also recovering
