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
BUSINESS
The Reading List: November 13, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | With inflation remaining high, the RBI’s real policy rate is now -3.6 percent
Inflation is being driven by higher prices of vegetables, pulses, meat, fish, eggs, edible oils, gold, silver, fuel and alcohol
BUSINESS
Interview | Be fearful when others are being brave in the market, says A Balasubramanian of Aditya Birla Sun Life AMC
Consumer, IT and pharmaceuticals are evergreen sectors. They go through ups and downs no doubt, but investors need to keep these as part of the core portfolio, says the MD and CEO of Aditya Birla Sun Life AMC
BUSINESS
Chart of the Day | You will never guess which is the best performing stock market of the last decade
India is in the middle of the pack
BUSINESS
Chart of the Day: IHS Markit global survey finds firms in India report slowest recovery prospects from the pandemic
The average recovery time for firms that have yet to reach pre-pandemic levels of output is expected to be five months globally, ranging from an average of 13 months in India to just two months in China and three months in the US. Firms in India are badly in need of a stimulus package
BUSINESS
Chart of the Day | Output shock for renewable energy
Seasonal factors as well as policy issues led to a sequential fall in wind, solar power generation
BUSINESS
Interview | Aim to reach the pre-COVID growth levels by Q4 FY21, says CK Venkataraman, MD & CEO of Titan
The outbreak of coronavirus has put Titan in a challenging position. Venkataraman expects the festive season to light up sales, and remains confident about the company's medium term growth outlook.
BUSINESS
Chart of the Day: Global food price inflation crosses 6percent in October
A sharp increase in the price of cereals, vegetable oils and sugar is sending food inflation skywards
BUSINESS
Chart of the Day | News of the Pfizer vaccine comes in the nick of time
The OECD Composite Leading Indicators show that the recovery slowed for most economies in October
BUSINESS
Interview | Look beyond PE multiple to get the fair valuation of a stock in current scenario, says Vetri Subramaniam
BUSINESS
The Reading List: November 6, 2020
A selection of articles and social media gems from the world of economy, business and finance
INTERVIEW
Interview | I would expect food to grow at 50 percent every quarter from now on, says Marico’s Saugata Gupta
Marico has emerged stronger from the Covid-19 crisis and is on track to attain 8-10 percent volume growth in the second half of the current fiscal year, says Saugata Gupta, MD and CEO
