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.
ECONOMY
Chart of the Day | India’s banking sector among the weakest in emerging markets
India’s policy makers now have no option but to find ways and means of restoring the country’s financial sector to health speedily, without further dilly-dallying.
ECONOMY
Chart of the Day | Real bank credit growth drops drastically
With consumer price inflation moving up, the real growth in non-food credit has slipped dramatically
ECONOMY
Chart of the Day | Did the recovery in the global economy continue in December?
The PMIs show a divergence between the US and the other economies, but that has been around for quite some time.
ECONOMY
Chart of the Day | OECD leading indicators point to growth momentum easing only in India
ECONOMY
Chart of the Day | A slight uptick in global growth
Global manufacturing as well as services saw improvement in PMIs
ECONOMY
Chart of the Day | RBI’s growth estimate for FY20 lowest since Lehman crisis
But, neither the RBI nor the government seem to believe the situation is similar to a Lehman crisis.
ECONOMY
Chart of the Day | A faint silver lining in bank credit
The accompanying chart shows, the biggest increase has been in personal loans.
ECONOMY
Chart of the Day | Real rural wages continued to shrink in September 2019
Real wages have been contracting from March this year.
MARKETS
Chart of the Day | The one chart that shows you the small width of the market rally
The market touching new highs is more of an optical illusion
ECONOMY
Chart of the Day | Bank credit growth lowest since October 2017
The mess in the NBFC sector is a third shock to the economy comparable to demonetisation and GST.
MARKETS
Chart of the Day | Survey shows global fund managers are flocking to emerging market equities
Hopes of a US-China trade deal lead to optimism on global growth
ECONOMY
Chart of the Day | Business optimism in India sinks to 10-year low
A survey by IHS Markit shows that sentiment towards output, profitability and capital spending are at their lowest levels since 2009
BUSINESS
Chart of the Day | Contraction in October GST collections puts further pressure on the fiscal deficit
This is the right time for aggressive privatisation
BUSINESS
Chart of the Day | Bank non-food credit contracts in first half of fiscal year
Advances to both industry and services slump
