-
Global economy is not slowing, it is cooling down
Inflation started with commodities like crude oil. This increased the prices of petrol and food items. Which in turn compelled workers to ask for high
-
Earnings results depict K-shaped recovery
Even commentaries by international companies like Unileverand Coca-Cola point to concerns in rural areas and also due to non-seasonal rains
-
Rural areas add to continuing FMCG sector woes
There is a risk of El Nino and non-seasonal rains impacting crops in March
-
Markets week ahead: Markets in wait and watch mode
Results of FMCG majors like HUL and Nestle will shed light on recovery in volumes and the rural sector
-
Markets factoring both economic downturn and rate hike
Manufacturing PMI may be in contraction due to high inventories. Coming to service sector, it accounts to 65% in Europe and 77% in US
-
New structural trends emerging from China
If China wants to grow at a rapid pace, its domestic companies need to be at the frontier and even raise the technology frontier further. It is spendi
-
High Petrol Price Pain to Continue
Paris-based energy watchdog, International Energy Agency, or IEA, said oil prices can again increase
-
K-Shaped Recovery Says Hi!
Production of both consumer durables and non-durables has taken a hit, although capital goods production and imports are in a better situation
-
Markets Boom Amidst Gloom
Indian and US markets have increased by 10% in one month. Is it just a dead cat bounce or is there something fundamental? Let’s try to solve this.
-
US vs China: Taiwan Edition
If trade through Taiwan Strait is impacted then it will further lead to higher inflation, lower economic growth (Read Stagflation)
