Chartoftheday

Index inclusion offers access to a wide range of investors but not a guarantee that dollars will come

Chart of the Day: RBI forex intervention seems to lack REER input

REER shows the rupee is undervalued as of October

Chart of the Day: Mortgages growth to slow for NBFCs as competition, slowing home sales weigh

Public sector banks have undercut NBFCs aggressively in the home loan market

Chart of the Day: Is the gold rally a warning about inflation ahead?

Markets have not priced in a sharp uptick in global inflation

Chart of the Day: Lending to infrastructure grows -- at one-year high rate

Power and ports drove the credit increase to infrastructure sector in September

Chart of the Day: Is it time to retire the debit card?

Debit card transactions are being cannibalised by UPI

Chart of the Day | India's Banking Paradox: More branches, stagnant productivity as lenders chase deposits

Branch productivity is widely different among Indian banks.

Chart of the Day: Securitisation growth slows for a second year as banks retreat

The need to free up capital is low right now for lenders

Chart of the Day: NBFCs' faster loan growth hits policy transmission

Non-bank lenders do not have access to cheap source of funds

Chart of the Day: RBI’s short dollar positions limit its selling mojo to defend rupee

Balancing liquidity and the rupee’s level is getting tricky

Chart of the Day: Why FIIs cannot make up their minds on Indian bonds

Foreign investors are back to buying Indian bonds

Chart of the Day: Is life insurance a distribution problem in India?

Banks hold disproportionate sway over life insurance policy sales in India

Chart of the Day: It is not banks but shadow banks that power India’s MSMEs

India’s MSMEs approach NBFCs more than banks for loans, given the latter’s nimbler credit underwriting approach

Chart of the Day: Are PSU banks giving more bang for their buck to investors?

Public sector lenders have shown more resilience than their private peers in thwarting erosion in profitability.

Chart of the Day: EM funds circled back to China in July as tariffs sliced Indian valuations

India was the most underweight market among emerging markets in July

Chart of the Day: Disadvantaged by tariffs, will India lose against peers in trade?

Negotiating down tariffs with the US is a must as the door to haggle is still open.

Chart of the Day: Can India avoid the penalties over Russian oil?

Russian oil is at a deep discount but walking away from Moscow and towards other oil suppliers would be easy.

Chart of the Day: Why the rupee is losing even when the dollar is weak

Liquidity compulsions and forex reserves optics will keep the RBI an active foreign exchange market participant

Chart of the Day: A slowing nominal GDP growth signals soft corporate earnings in FY26

A slowing nominal GDP growth means softer consumption demand conditions.

Chart of the Day: Policy transmission is held up by fixed rate loans of private banks

Fixed rate loans slow transmission of policy rate changes and private sector lenders have a high proportion of such loans

Chart of the Day: Creator of middle class, PSU banks are biggest lenders to small entrepreneurs

Micro firms have a higher incidence of delinquencies, but stress has reduced.

Chart of the Day: India’s goods export growth is a casualty of trade uncertainties

Core export growth has not recovered from the trough seen post pandemic

Chart of the Day: Food drags inflation low enough to kindle more rate cut hopes

The lower than expected May inflation print has increased the odds of another rate cut

Chart of the Day: Is RBI the biggest trader in town, again?

Bond market operations may invariably necessitate foreign exchange market intervention

Chart of the Day: India’s labour data under new survey methodology reveals troubling trends for women

India's first fortified labour force survey for 2025 reveals an unsettling trend: a nationwide female labour force participation rate of just 26.2 percent in April. The findings expose a persistent gender gap that could hinder India's long-term economic aspirations