MARKETS
What does the Buffet indicator say about Indian markets?
It shows markets are not totally unaffected by the slowdown
ECONOMY
Chart of the day | No green shoots in bank credit growth till end-January
Despite various steps taken by RBI and the government, bank credit growth is still weak
ECONOMY
Chart of the Day | Stagflation is here
Inflation rises, industrial production shrinks
TRADE-2
The Coronavirus disruption to global supply chains
Asian economies import 20-30 percent of their intermediate goods from China
BUSINESS
Global food prices reach for the sky | Chart of the day
An increase in food prices, across cereals, oils, sugar and dairy pushed the FAO Food Price Index higher in January
ECONOMY
Chart of the Day | Manufacturing capacity utilisation in Q2 lowerthan during global financial crisis
RBI survey shows capacity utilisation in manufacturing during the second quarter of the current fiscal year fell to its lowest level since the first quarter of 2008-09
ECONOMY
RBI survey shows consumer confidence continued to plunge in January 2020
Consumer perceptions about jobs, incomes and non-essential spending continue to worsen
BUDGET
Chart of the Day | Why the government is taking the axe to exemptions
A steady increase in the impact of exemptions on tax revenue is a good enough reason to wean people from tax sops
ECONOMY
The MPC will have to factor in a broad-based rebound in activity shown by the January PMI indices
The MPC will also have to consider the rise in output prices shown by the PMI index
ECONOMY
Budget 2020 Chart Point | How India's government spending stacks up with other emerging markets
Richer countries usually have higher government expenditure because they can afford to spend on social welfare thanks to their higher tax revenues.
BUDGET
Budget 2020 Chart Point | India’s fiscal deficit is far higher than its peers
According to IMF data, only exception is Pakistan.
ECONOMY
Budget 2020 Chart Point | Looking beyond fiscal deficit
The Centre has been shifting expenses off its own balance sheet.
BUDGET
Budget Chart Point | Subsidy hangover
The forthcoming budget will reveal if subsidies will maintain an upward trajectory or reverse course
ECONOMY
Budget Chart Point | Harping on Infrastructure may sound like a broken record, but it needs fixing
A concerted effort among centre, states and the private sector is required to get the infrastructure wagon back on the rails
ECONOMY
Budget 2020 Chart Point | Do falling rates open fiscal space?
Falling interest rates do not mean that India can afford a higher fiscal deficit
ECONOMY
Chart of the Day | No jobs for young Indian women?
India’s high youth unemployment rate is primarily because of women not working.
ECONOMY
Why monetary policy in India has been ineffective
Average bank lending rates have remained more or less the same despite RBI rate cuts
MARKETS
Chart of the Day | The close correlation between central bank balance sheet expansion and equity market performance
The chart shows the markets took off when the central banks started expanding their assets through the Quantitative Easing (QE) programmes.
ECONOMY
Chart of the Day | Falling real rural wages point to faltering consumption demand
The contraction in real rural wages continues
BUSINESS
Chart of the day | Global food prices at a 5-year high
A sharp increase in global food inflation makes it a new factor to watch out for in 2020
ECONOMY
Chart of the Day | Govt sector biggest contributor to growth in 2019-20
The government will have to tread a fine line to ensure interest rates do not rise
ECONOMY
Composite Purchasing Managers Index for December sends an unambiguously positive signal
After a contraction in economic activity in September and October, led by a downturn in services, both manufacturing and services have rebounded
ECONOMY
PMI for December sees green shoots in manufacturing
Pricing power improves, but business confidence slumps to a 34-month low
ECONOMY
Chart of the Day | House prices rise in most locations, but fall in Mumbai and Delhi
The RBI's Financial Stability Report says that new house launches have fallen sharply in spite of unsold inventory being at a multi-year low.
