RBI’s latest Financial Stability Report suggests further shocks for banking sector; risks to domestic financial stability staring banks

Posted: January 21, 2021 at 12:39 pm | Author: Manish Marwah

Bad Loans are on the rise for Banks leading to market crisis

Gross bad loans on banks’ balance sheets could rise to 13.5 per cent by 30 September 2021 according to the estimates given by the Reserve Bank of India (RBI). This is against 7.5 per cent in September 2019  The Indian banking system is headed for a big shock as gross bad loans on banks’ balance […]

Oil to trade in a narrow range as demand unlikely to pick-up significantly anytime soon

Posted: December 10, 2020 at 11:57 am | Author: Manish Marwah

oil industry and its impact

Some breather for crude oil as vaccine hopes soften blows; as infection cases rise, the demand recovery looks like a long road ahead The situation of oil is currently one of a seesaw, which tilts towards the side that puts more weight. Despite the gloom around the fresh wave of infections surfacing in Europe, US […]

PLI for mobile manufacturing was long overdue but is the industry ready to meet stiff targets?

Posted: November 4, 2020 at 10:25 am | Author: Manish Marwah

The growth of Smartphone manufacturers in India

India’s Production Linked Incentive (PLI) Scheme is expected to bring windfall gains for the local mobile manufacturing Industry and make India a mobile manufacturing hub. The scheme is part of the National Policy on Electronics and was notified on 1 April 2020. It aims to incentivise mobile and electronics components manufacturers who meet certain sales […]

RBI decision to target growth instead of focussing too heavily on inflation control, a welcome departure from its stance

Posted: October 30, 2020 at 8:39 am | Author: Manish Marwah

Update on Indian Economy RBI

  The Monetary Policy announcements last week by the Reserve Bank of India (RBI) Governor Shaktikanta Das were bold in ways that the banking regulator this time decided to target growth instead of focussing too much on inflation control. The CPI inflation continues to remain high (at 7.34 per cent in September) – significantly above […]

Some green shoots emerge in September with higher PMI, GST and auto sales numbers; recovery still looks patch amid headwinds

Posted: October 9, 2020 at 11:34 am | Author: Manish Marwah

Some Positivity in the market post improvement in PMI and GST collection in India

Unlock 5.0 guidelines have been released by the government with further relaxations that are likely to increase the economic activity. This comes at an opportune time as a number of data points give encouraging signals. Are these green shoots leading to a recovery path or we are reading too much into it? The headwinds are […]

Covid-19 fires a fresh salvo on the consumer confidence, reveals July RBI survey; Yes! we should be worried

Posted: August 27, 2020 at 6:10 am | Author: Manish Marwah

Consumer confidence in the market with India

The Reserve Bank of India (RBI) has released its July 2020 Consumer Confidence Survey (CCS) which points to the further dipping of consumer confidence and the Current Situation Index recording to an all-time low. The report was released on the occasion of its bimonthly monetary policy announcement. The survey is based on five variables viz. […]

Central Bank increases Loan to Value ratio, Gold gets more power, Banks emerge winner

Posted: August 10, 2020 at 4:55 pm | Author: Manish Marwah

Central Reserve Bank Gold Loan and Banking Policy

The Reserve Bank of India’s (RBI) decision to increase the loan-to-value ratio (LTV) for banks from an earlier 75 per cent to 90, is a music to the ears of many, especially those who have  a good exposure to gold and gold related investments. The decision was made by the RBI Governor Shaktikanta Das led […]

Oil in crisis and its recovery a long road ahead!

Posted: May 9, 2020 at 10:09 am | Author: Manish Marwah

Leading energy market analyst Dan Dicker has famously said “Oil is a lousy investment because it isn’t an investment. It’s just a bet — and it’s a bet with a ticking time bomb attached to it”. What he has said, seems quite relevant now. The global crude oil prices were already softening before Covid-19 began […]

In post Covid-19 world, India’s consumption looks even bleaker than pre-covid times

Posted: at 2:07 am | Author: Manish Marwah

Consumer Confidence during Corona Pandemic

The Coronavirus pandemic has brought drastic changes in the way, India is consuming things. People are largely buying items which are essential and consuming them frugally. There is a fear that replenishment may not be as prompt, as goods are not reaching kiranaas or retail shops with same alacrity due to production cuts and also […]

Coronavirus outbreak poses a great danger for the global economy

Posted: February 29, 2020 at 4:29 pm | Author: Manish Marwah

Corona virus epidemic

Now a global health emergency, as declared by the World Health Organisation (WHO), the coronavirus (COVID-19) outbreak will have a cascading impact on the Global GDP. A report by Dun & Bradstreet, estimates a hit of around 1 percentage point if the problem is not completely arrested by June, this year. Reports suggest that despite […]