Articles by Sourav Majumdar
Oct 15, 2013
Rising inflation ensures Rajan can't do much on repo rateWith prices refusing to be tamed and global headwinds likely, brace for another 25 bps repo rate hike.<br /><br /> <br /><br /> <br /><br />
Oct 11, 2013
August IIP shows green shoots theorists were off the markWith investment demand and consumer demand low, RBI will now be watching the inflation figures keenly before taking a view on future action.<br /><br />
Oct 10, 2013
Q2 results will be a mixed bag; Murthy view key for IT stocksMargins of most of the IT players are likely to improve owing to the sharp rupee depreciation during the quarter.
Oct 08, 2013
RBI signals comfort on currency front, but expect more repo rate hikesWhile the central bank's move of cutting MSF by 50 bps shows it is comfortable on the rupee front, Raghuram Rajan is expected to keep inflation firmly on the radar and hike the repo rate again.<br /><br />
Oct 07, 2013
Demand slowdown begins to pinch, India Inc's credit quality takes a hit86% of CRISIL's downgrades owing to demand slowdown, bad news for banks.
Oct 05, 2013
Desperate measures: Chidu-Rajan's demand booster dose is hardly enoughWith elections round the corner, the government is trying to push growth and spur demand by way of selective stimulus. But these are wrong signals<br /><br />
Oct 03, 2013
FM's biggest worry, reining in fiscal deficit, is far from overFrom most indications, finance minister P Chidambaram will have to keep a close watch on the fiscal deficit. His promise of keeping it within 4.8% looks an increasingly difficult task.
Oct 01, 2013
CAD widens to 4.9% of GDP: Chidambaram must look beyond gold curbsThe general consensus is CAD will get better in the coming days, but that needs to be achieved by boosting manufacturing and garnering a larger slice of the export market.
Sep 24, 2013
TV on the web: Check out Businessworld's digital strategyMedia entrepreneur Anurag Batra recently came in as a surprise buyer for business magazine Businessworld, buying the title from the ABP Group last week for an undisclosed amount, together with investment banker Vikram Jhunjhunwala. <br /><br />
Sep 23, 2013
Rajan will continue inflation war: Why lending rates will remain highFor the medium term, Rajan has made it clear that there is no question of lowering the guard against inflation, which is the prime enemy for the central bank and can derail any effort to get the growth momentum back.