We are more confident that yields will remain contained on the shorter end, given abundant liquidity and our view of the continuation of abundant liquidity.
The annual forecast indicated average growth of 2.7 percent for agriculture and allied activities for 2020-21. According to the report, agriculture seems to have an apparent upside as far as the performance of monsoon is concerned this year and the water reservoir levels in the country stand at good levels
The growth for the April-June quarter of 2019-20 has been revised to 5.2 percent, compared to 5.6 percent earlier. The July-September quarter growth figure has been revised to 4.4 percent from 5.1 percent earlier, and that for the third quarter has been revised to 4.1 percent from 4.7 percent earlier.
Agriculture, government spending drove economic growth in the March quarter; manufacturing and construction shrink, consumption growth falls to 2.7%
The Central Statistics Office will release GDP growth estimates for fourth quarter (January-March) and for FY 20 on May 29 at 5.30 pm.
The government, together with industry bodies and leaders, must form strategies to both import foreign companies and jobs to India, and also export jobs after the pandemic
It is becoming increasingly difficult for the government to rework the fiscal math as there is no clarity on when the economy will resume completely
Given such large-scale economic disruption, most countries can expect at best a ‘U-shaped’ recovery. Most of the stimulus packages announced by countries focus on reviving domestic enterprises, especially the small and medium enterprises
Capital inflows may recover in the second half of 2020
Almost every component in the annual accounting exercise, and every element of assumption and projection now requires a second look
Moneycontrol's Sakshi Batra does a 3-Point Analysis to understand if the government’s fiscal position has any room.
It would be great to see more women in leadership positions, and not just at the bottom of the corporate pyramid, to ensure that workforce policies are truly inclusive.
Most of the measures by the government will have a positive impact in the longer-term, but might not cause a V-shaped recovery in the economy.
Sectors to play the govt spend - tractors, agrochemicals, NBFCs that focus on the rural space and FMCG companies
For the nine months ended December 2019, there were 183 downgrades for every 100 upgrades. The downgrade to upgrade ratio was only 0.96 for FY19.
The Economic Survey 2020-21 presented in Parliament on January 31 pegged economic growth in the range of 6 percent to 6.5 percent.
As per the report, FY18 GDP growth has been revised to 7.0 percent from 7.2 percent earlier
While the Uddhav Thackeray government deserves praise for understanding the commercial and economic significance of the proposal, it would do well to remember there are many challenges too.
The relationship is not always straightforward.
I would not be surprised if the government sets a target of more than Rs 1 trillion for disinvestment proceeds, says Nikhil Gupta, chief Economist, Motilal Oswal Financial
As nature’s most destructive forces continue to take its toll on society and as communities grieve, the question that should nag us is: Is the collapse of human civilisation imminent?
At this juncture, it seems prudent for investors to go for at least part profit booking (more than 50% of holding) in expensive large-caps where earnings multiples are 50 plus.
Effective policy making needs robust economic forecasts
We believe the ongoing correction in the market is an opportunity to take fresh positions in quality stocks, says Rajeev Srivastava of Reliance Securities.
The MPC decided to keep the policy repo rate unchanged but continue with an accommodative stance to revive growth, which supported the market sentiment and helped cut losses.