Emami: Balmy in Volatile Times

With search for defensive bets intensifying, BSE FMCG index is up 5.3 per cent, a little more than two times that of BSE Sensex’s up-move, since the volatilities beginning from April 2. And Emami is a slightly differentiated play in this space, with revenue being rural led and product portfolio involving ayurvedic healthcare. FY24 marked…

COVID-Economics Links (April 21) ~ Antonio Fatas on the Global Economy

Menu Home Web Site About this Blog Search for: Tuesday, April 21, 2020 Three important questions to answer about global financial stabilization policies amid the coronavirus recession – Pierre-Olivier Gourinchas We need to let economic data guide further economic policy responses to COVID-19 – Jay Shambaugh (Brookings) A policy framework for mitigating the economic impact of COVID-19 – Izvorski…

What They Say on their India Plans

With India being the fastest growing large economy, ‘what is your India plan?’ is a common topic in boardrooms of most global corporations. One important source to distil their India plans is from their quarterly earnings calls. With the March quarter having just started, we will bring to you what CXOs of global corporations are…

TOMCOM signs MoUs with two Japanese agencies

Telangana CM Revanth Reddy witnesses the signing of an MoU between Telangana Overseas Manpower Company Ltd. and TGUK Technologies Pvt. Ltd. & other, in Japan. The Telangana Overseas Manpower Company Ltd. (TOMCOM), an arm of the Telangana Department of Labour, Employment, and Training, signed memoranda of understanding (MoUs) with TERN (TGUK Technologies Pvt. Ltd.) and…

Sadanand Date | Fight to the finish

Sadanand Date | Photo Credit: Illustration: Sreejith R. Kumar He is “one of the brightest gems” in the galaxy of IPS officers, retired supercop J.F. Ribeiro had said about Sadanand Date, the current chief of the National Investigation Agency (NIA). A decorated IPS officer and survivor of the 26/11 Mumbai attacks, Mr. Date, who keeps…

COVID-Economics Links (April 23) ~ Antonio Fatas on the Global Economy

Menu Home Web Site About this Blog Search for: Thursday, April 23, 2020 Blogs, Opinions and Academic papers The Childcare Barriers to Putting America Back to Work – Jonathan Dingel, Christina Patterson and Joseph Vavra (ProMarket) Easing US bank regulations in the COVID-19 pandemic – Simon Potter (PIIE) In China’s economic shock, online retail sales are prospering – Eva…