Industry Analysis – Steel
Steel industry has recorded significant turnaround since its worst around 2016-19 when several companies were making losses. Several of the companies defaulted, including Essar Steel and were sold-off through insolvency…
India China Trade – Time to Re-balance
India’s Minister of Commerce, Mr Piyush Goyal, in the Rajya Sabha lamented the sharp increase in trade deficit with China over the years. Indeed, the trade deficit with China has…
Analyzing Global Debt/GDP Ratio – IMF Report
Even as the world continues to battle one after another crisis, there is a news that provide some relief. As per the latest IMF fiscal monitor report, government debt across…
Monetary Policy – Is this the Peak of Current Cycle?
The decision of Monetary Policy Committee (MPC) to raise repo rate by 35 basis points (0.35 percentage points) in its meeting today was on expected lines. However, what is worth…
Analyzing GDP Growth – Q2’FY23 (July-Sept’22)
Indian economy grew by 6.3% during July-Sept’22 quarter (Q2’FY23) on constant price basis as per the data released by MOSPI (Ministry of Statistics and Programme Implementation) today. While growth rate…
Solar Power in India – An Overview
Solar power in India has recorded exponential increase in total installed capacity over last few years. The segment has got additional boost with offer for total incentives worth Rs 24,000…
Corporate Analysis – Reliance Industries Ltd (RIL)
Reliance Industries Ltd (RIL) has been on an acquisition spree over last about one and half years across a variety of sectors. This was preceded by aggressive expansion of telecom…
Public Sector Enterprises – Boon Or Bane?
Public sector enterprises (PSEs) invariably face criticism as loss making behemoth and for their inefficiency. While there are PSEs which have sunk significant amount of public money, there are also…
India’s Logistics Sector – Understanding the Dynamics
Launch of GatiShakti and national logistics plan brings to focus issues and inefficiencies related to logistics sector. Gatishakti targets development of transport infrastructure integrated across different modes to minimize bottlenecks…
The Natural Gas Conundrum
Natural gas prices have seen unprecedented spike following the Russia-Ukraine war and disruption of gas trade between the largest buyer and seller. The impact has also caused global scarcity with…