Chart of the Day | Commodity prices are not looking back
The Bank of Canada Commodity Price Index is up by 86 percent over a year ago
Will high Baltic Dry Index and its correlation with markets hold this time?
A high Baltic Dry Index this time around has more to do with supply-side issues and logistical logjam hurdles which will keep inflation high
How big is the risk of employee absenteeism for IT services companies?
L&T Technology Services offered subdued revenue guidance for the current fiscal while Cognizant pointed to demand fulfilment challenges last quarter
West Bengal Results | Victory margins show the depth of TMC’s victory
The TMC increased its tally of seats won, by two to 213 and its vote-share galloped to 48 percent. This victory was achieved against the BJP, which is believed to have the best election machinery in India
India-UK trade initiative — A win-win for both
Strategic partnership with UK can be New Delhi’s template for future trade deals while Britain can benefit from India’s large market size and deep talent pool
Fed officials tamp down overheating worries
Fed officials have been clear for months that they expect prices to pop this spring and summer as the economy reopens but that they think the jump will prove temporary
Biden leans into plans to tax the rich
The US President is presenting the tax increases not simply as a method of paying for his sprawling agenda but as a policy goal, aimed at narrowing gaps in income and wealth
Moneycontrol Pro Panorama | Will patent waiver increase vaccine production? The jury is out.
In today’s edition of Moneycontrol Pro Panorama: A buy idea for investors, gainers and losers of recovery, the PMI maths, investment lessons from Keynes and more
Supply tailwinds lift sugar mill shares
Sugar mill shares are on a roll as rising prices and tight supply conditions are conducive to their profit margins
The US birthrate has dropped again. The pandemic may be accelerating the decline
Births declined by about 8% in December, compared with the same month the year before, a monthly breakdown of government data showed
Lessons in investing from John Maynard Keynes
The most obvious lesson is that failure is a good teacher
India-US Ties | Before sending aid, India got to hear Joe Biden’s rendition of America First
It was the collective outrage of the Indian diaspora that pushed the US administration to come forth and assist with aid on oxygen supplies, raw materials for COVID-19 vaccines, critical life-saving drugs and the like
West Bengal Results | The road ahead for Congress and Left is fraught with challenges
The loss of votes in its respective stronghold districts has created an existential crisis for both the Congress and the Left parties in West Bengal
Digital growth can provide momentum to India’s economic turnaround
The rapid embrace of technology across sectors ranging from education to healthcare shows that it is eminently possible for the digital economy to become the pace setter for a return to growth
The real estate sector will need government support to revive
The industry already has an unsold inventory of 7.05 lakh units, which would take four years for the developers to sell
Chart of the Day | PMI data show employment has been shrinking for a year
The recovery has led to an increase in profits and not in employment. That does not augur well for the sustainability of demand
Chart of the Day | PMI numbers show a squeeze in margins for companies
So far, companies have been able to manage by cutting costs, but there are limits to that
Who benefited from the recovery and who did not?
A report from Azim Premji University says 'if India is not to let its people down so badly again in the future, a much stronger and more comprehensive system of social protection must be put in place over the next few years'
Moneycontrol Pro Panorama | RBI steps up, will the government follow?
In today’s edition of Moneycontrol Pro Panorama: RBI’s shot of liquidity, a stock for risk takers, PMI in good shape, what April auto sales say and more
A bit of déjà vu in RBI relief measures
Credit growth has been lukewarm; the steps announced today are unlikely to boost it
PMI data for April show Corporate India’s resilience
Everything depends on how long the second COVID wave continues
COVID-19 Second Wave | Economic challenges India must be prepared for
The declining economic activity may force the Centre to re-impose a spending cap. This can jeopardise the ambitious plan of infrastructure spending to spur the economy
Pfizer/coronavirus: no one-hit wonder
Investors are anxious about how long this vaccine halo can last
COVID-19 | Vaccines alone won’t help, we need a definite roadmap
The most important weapon that we have against COVID-19 is the vaccine—but, to ride this second wave, we will have to rely on other measures as well
SBI Life’s demand-driven approach is yielding good dividends
SBI Life Insurance’s March quarter growth is best amongst larger life insurers. Thanks to a favourable product mix, it also saw notable improvement in profitability
