BUSINESS
Chart of the Day: When it comes to a stimulus, size matters
Europe is doing all it can to stave off the aftershocks of the pandemic. India is low down the table
BUSINESS
Chart of the Day | Panicky banking
Are there no lending opportunities or are bankers scared of lending?
BUSINESS
Chart of the Day | The 100 percentage point leap in global debt to GDP ratio
Global debt as a percentage of GDP has touched 325 percent
BUSINESS
Chart of the Day: Global food prices bottom out, domestic food prices cool further
The FAO’s global food price index rose in June, partly due to improving demand conditions
BUSINESS
Monsoon watch: Rainfall moderates further, sowing healthy but for one blip
A declining trend in rainfall is a cause for concern but the Northwest cluster is mainly to blame. Sowing remains healthy, except for a blip in rice--the main Kharif crop
BUSINESS
Chart of the Day | The carnage in credit ratings
Companies with strong balance sheets will not only ride out the crisis, but also gain market share
BUSINESS
Chart of the Day: PMI data show Indian private sector continued to shrink in June
China, on the other hand, saw its second month of expansion
BUSINESS
Chart of the Day | New investment announcement falls to at least 16-year low in June quarter
The good news is that the stock of stalled projects fell
BUSINESS
Chart of the Day: Prolonged impact of COVID reflects in future output expectations
The manufacturing PMI’s future output index for India is below its June 2019 levels
BUSINESS
Chart of the Day | PMI shows Indian manufacturing continued to shrink in June, albeit at a slower pace
China, Vietnam and Malaysia saw expansion in manufacturing sector in June
BUSINESS
Monsoon watch: Rainfall moderates, sowing soars
Cumulative rainfall is still well above normal levels but sowing sets a scorching space
BUSINESS
Chart of the Day | Whatever happened to Digital India?
Cash usage has gone up by leaps and bounds during the pandemic
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
