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Analysis

Corporate Profits And Inflation

Another interesting take away from the RBI’s Industrial Outlook (for the June-2021 quarter) survey is the broad-based expectation of pricing power. F...

Aug. 12, 2021

Analysis

Businesses And Households - The Expectations Chasm

Almost 60% of the businesses surveyed in the RBI’s quarterly Industrial Outlook Survey in June expect the business situation to improve in the next q...

Aug. 9, 2021
Analysis

Businesses And Households - The Expectations Chasm

Almost 60% of the businesses surveyed in the RBI’s quarterly Industrial Outlook Survey in June expect the business situation to improve in the next q...

Aug. 9, 2021
Analysis

Payments Tracker - July 2021

We have published our monthly Payments Tracker. This is one of the four ‘Data Reports’ we publish. The report has over 40 charts co...

July 21, 2021
Analysis

India's Burgeoning Foodgrain Stocks

Foodgrain stocks with the Food Corporation of India (FCI) reached a record high of 91 million tonnes as of 1st July. Of the 91 million tonnes of stocks, a ...

July 19, 2021
Analysis

The Divergent Impact Of Covid On States

FY21 was a bad year for the Indian economy due to the ongoing Covid pandemic. Overall GDP is estimated to have fallen by 7.3% YoY, the worst outcome, sin...

June 28, 2021
Analysis

Credit Growth And Lazy Banking

Banks in India put more of their deposits in Investments (SLR Investments which are mostly Government securities) than they gave out in Loans in the last y...

June 22, 2021
Analysis

Irrelevance Of Inflation

India’s Consumer Price Inflation (CPI) rose to a 6-month high of 6.3% in May-2021. For the first time since November-2020 inflation is above the uppe...

June 21, 2021
Analysis

State Of The Economy - Tracking 1q Activity Data

Data for several high-frequency indicators is now available for April and May of this year. And compared to the year-ago period, most of them are suggestin...

June 15, 2021
Analysis

Debt Monetisation And Mutual Funds

Guess who has been busy mopping up Government securities? Last year saw a big increase in the Government's deficit as the Covid pandemic depressed revenue...

June 8, 2021
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