BUSINESS
Interview | We're playing the recovery theme through quality stocks, says Jinesh Gopani of Axis MF
Over the last three months, Axis MF has tilted its investment portfolios in favour of defensives like IT and pharma while shifting allocations in the financial services sector, says Jinesh Gopani, Head of Equity at Axis Mutual Fund
BUSINESS
The Reading List: October 23, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Business in the week ahead (October 26-30, 2020)
With the impact of the initial rounds of stimulus waning, all eyes are on the new initiatives. US lawmakers have been discussing a fresh stimulus for some time. Back home, the Indian government said it is open to another round of stimulus measures. While investors will track progress on this front, several biggies are lined up to release their September quarter results
BUSINESS
Chart of the Day: RBI study shows small firms were massacred in the June 2020 quarter
Even in the first quarter of 2019-20, long before the pandemic struck or lockdowns were thought of, smaller firms saw sharp contraction in sales
BUSINESS
Interview | If you are positive on India, you have to be positive on the markets, says Sunil Singhania of Abakkus
Month-on-month economic data has been positive and most companies have seen an uptick in sales. The economy is keeping pace with the stock market and Nifty earnings will see a growth this quarter, says Sunil Singhania, founder, Abakkus Asset Manager
BUSINESS
Chart of the Day: V, U or ‘Swoosh’? What will the recovery look like?
IMF estimates show that Bangladesh, Vietnam and China will see growth this year despite the pandemic
BUSINESS
Interview | Markets are expensive at valuations higher than 20-year average, says Sanjeev Prasad of Kotak
There have been some positive developments in a few companies, but that alone does not justify the sharp re-rating in multiples, says MD of Kotak Institutional Securities
BUSINESS
The Reading List: October 16, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day | Where India stands in misery index rankings
India ranks among the worst thanks to one of the highest consumer price inflation numbers in the world
BUSINESS
Interview | There is bound to be growth in the office market in India, says CEO of Embassy Office Parks
Commercial office business principally depends on technology-related services. As offshoring becomes more popular, this will benefit Indian software companies and boost the office leasing market, said Michael Holland
TRENDS
Chart of the Day: Global food prices stay elevated
The one place where you don’t want to see a V-shaped recovery is in food prices, but the FAO Food Price Index is sustaining an uptrend
BUSINESS
The Reading List: October 9, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
Chart of the Day: In life expectancy, Kerala is like Mexico while Uttar Pradesh is like Sudan
States that have high per capita incomes do not necessarily have high life expectancy
BUSINESS
Chart of the Day | Billionaire wealth scales new heights during pandemic
In the past two years, billionaires using technology to change their business models, products and services have pulled ahead. The COVID-19 crisis accentuated this trend
BUSINESS
Chart of the Day | September composite PMI data add to signals of economic recovery
Green shoots of a recovery are now visible in the PMI data, GST collections, exports and mortgage demand, but bank credit growth continues to lag
BUSINESS
Story in charts | Did investment demand revive in the September quarter?
No, it fell further from the June quarter. Sentiment still remains muted
BUSINESS
The Reading List: October 2, 2020
A selection of articles and social media gems from the world of economy, business and finance
BUSINESS
PMI: Manufacturing sector bounced back smartly in September
Business optimism in manufacturing is the highest in over four years
BUSINESS
Chart of the Day: Central government running out of fiscal space
The Centre has continued spending in spite of a steep fall in revenues. But spending fell in August. The solution is to open up the economy completely
BUSINESS
Chart of the Day | Which sectors saw an increase in bank loans in July and August?
Trade, housing, agriculture and personal loans have done well
BUSINESS
Chart of the Day: Steel output rises for the first time post-COVID
The situation continues to be dire for the global steel industry, but output is gradually returning in some markets even as China continues its forward march
BUSINESS
Interview | Cash tap to remain open till growth returns, says Nilesh Shah
It is hard to time your actions to perfection but with disciplined investing, you can move along the right direction: Kotak AMC MD
BUSINESS
Monsoon Watch: Withdrawal to begin this week, first advance estimates show a moderation in sowing area
The season is set to close with a healthy growth over the average. While sowing is also estimated to be higher over a year ago, the initial high growth estimates have been pared
BUSINESS
Chart of the Day | Risk aversion in Indian banking
Since the beginning of 2019, the growth in bank credit has come down. What did banks do with their funds?
