BUSINESS
Chart of the Day | India’s fiscal deficit this year much higher than during Global Financial Crisis
The scope for a bigger fiscal stimulus is limited
BUSINESS
Chart of the Day: HUL’s cost of equity hits a 15-year low, what that means for India Inc
HUL’s cost of equity fell sharply in FY20 taking its cost of capital down. Why is this important for investors?
BUSINESS
Chart of the Day | Where does India stack up in IMF’s growth projections?
Despite a small fiscal stimulus, India’s overall fiscal deficit is projected at 12.1 percent of GDP this year
BUSINESS
Chart of the Day: China flexes its steel muscle
While ex-China the world’s steel output declined by 22.2percent, China’s output rose by 4.2percent
BUSINESS
Chart of the Day | Unemployment rate falls to pre-COVID levels
Falling unemployment shows that economy is picking up
BUSINESS
Monsoon watch: Upswing in sowing
Early in the season rainfall lags a bit but sowing picks up speed, especially in pulses, coarse cereals and oilseeds
BUSINESS
Chart of the day: A ‘fragile, neurotic and nowhere near dangerously bullish’ rally
Allocation to Emerging Market equities surged from a net 1 percent underweight in May to 12 percent overweight.
BUSINESS
Chart of the day: India's industrial activity flattening, shows satellite data
However, global industrial activity is showing an uptick due to China improving and a sharp recovery in the USA.
BUSINESS
Chart of the Day | Did households save more in 2019-20?
Net financial assets of households did increase. But that’s because the decline in household borrowings was sharper than that in bank deposits.
BUSINESS
How much have banks cut lending rates in this cycle?
Transmission has accelerated but there are still a lot of inhibiting factors
BUSINESS
Chart of the Day| Why has power demand fallen in June?
Peak demand is just about 12 percent lower than last year compared to as much as 35 percent in the early stages of the lockdown
BUSINESS
Chart of the Day: Global food prices go lower, domestic prices cool down
COVID-19’s impact on global food prices has been telling
BUSINESS
Jio's sixth deal in six weeks underscores Digital India opportunity
Deal emphasizes Jio’s recession-proof, COVID-resistant nature even as it presents a unique set of technologies and platforms under one entity
BUSINESS
PMI data suggest V-shaped recovery unlikely in India
Business sentiment in the services sector was the worst since the survey began in 2005.
BUSINESS
Chart of the Day: Lockdowns easing but industrial activity still under the weather
Satellite data shows India’s industrial activity is below two-thirds of its pre-COVID levels
BUSINESS
Government continued to spend despite falling revenues in April 2020
The fiscal deficit in April is already 35.1 percent of the entire year’s budgeted deficit.
COMPANIES
Chart of the day | Power demand has risen above its levels a year ago
Power demand had suffered deep cuts because of the COVID-19 lockdowns
INFOGRAPHIC
Chart of the day | Liquidation trumps resolution under IBC
Even as the number of cases filed under the corporate insolvency process keeps rising, liquidation occurs more often
INFOGRAPHIC
Chart of the Day | Signs of improvement in diesel, petrol demand
Migrant workers’ return to their homes may affect some sectors such as construction
POLITICS
How China is fuelling border tensions to check India’s economic rise in post-COVID-19 world
The coming weeks and months could determine the future of India-China relations, and indeed China’s relationship with the rest of Asia and the world.
BUSINESS
Jio dials it right. Investors queue up to take the call
The latest KKR deal goes on to prove investors can’t take their eyes off India’s single-largest opportunity
ECONOMY
Chart of the day | Major developed economies continue to shrink in May
The Flash Purchasing Managers Indices show slower rate of contraction
INFOGRAPHIC
Chart of the day | Banks' credit-deposit ratio falls sharply
Going forward, the bank credit numbers will tell investors whether the economy is picking up
INFOGRAPHIC
Chart of the day | Unemployment situation improves slightly
For consumer demand to improve, unemployment has to come down
