Economy

HIRE : Biggest threat looming around !!

The Halting International Relocation of Employment (HIRE) Act seeks to discourage outsourcing and promote job creation within the United States. It proposes a 25 per cent outsourcing tax on payments made to foreign workers for services used within the US.

The bill also removes the ability of companies to claim these outsourcing payments as tax-deductible expenses. The collected revenue will be channelled into a Domestic Workforce Fund designed to finance training and apprenticeship programs for American workers.

read more at

https://www.moneycontrol.com/world/raghuram-rajan-warns-us-hire-act-poses-bigger-risk-to-india-than-h-1b-visa-fee-hike-article-13650420.html

Economy · Interest Rates

Food inflation

Economy

Can India take tariff benefit!!

Economy · World

Demograhic advantage declining

Economy

Recession Indicator

Economy · Startups

Mergers and Acquisitions

Economy

GDP vs Steel Demand

Economy · Investing

Welcome Japanese

Economy

Yahi hai Right Choice : India

Economy · Twitterfeed

India Vs Vietnam Vs Bangladesh

Economy · Short term trend

Short term outlook on Indian economy

Short term outlook on Indian economy
Economy

Luxury Car makers

Economy

Sprinting Ahead : Medium term trend

Economy

Urbanization rate

Economy · Stocks

Affluent India : Companies that can benefit

Economy · World

Belt treatment

Economy

Padoge likhoge hoge bekaar??

Very very disturbing trend!!

People dont have skills

OR

People dont want to work

OR

Automation taking away their jobs

Or

What ELSE

Economy

Demographic dividend

Economy

Vibecession

Economy · Investing · Learning · Risks

Knowing the future may not (won’t) help you

Knowing the future may (won't) help you
Economy

New Capex cycle!!

Economy · Long term trend

Great Migration!! Not of Masai mara

Economy

Average 6.7% only

Economy

Fluctuating signals

Economy · Stock Markets

New Favourite : India

Source : Forbes India
Economy

50 kos durr –2075

Economy

Non-neutral forecast!!

Economy

Capex : Govt and Private

Advertising · Economy

Its Beautiful S curve

Economy

Fear of El-Nino

Disruption · Economy · History · Industry · Infrastructure · Long term trend · Manufacturing

Net Net Gain !!

Economy · Long term trend · Mega trends

Credit card Transactions : Mega trend

Economy

Milking the milk

Economy

Rise and Rise of FDI : Destination is not India!

Bonds · Economy

Japanese threat

Japanese threat
Economy

Mall-a-maal

Source Moneycontrol
Economy

Air Traffic at infancy stage

Economy

India Inc –Derailing possible!

Source : Moneycontrol
Economy

Trough in tech demand

Economy

Time for Pendulum to swing back for EM

Time for Pendulum to swing back for EM
Economy

No option but to cut rates!!

Economy

Powell special Index : CPI

Powell special Index : CPI
Economy

Amazing signals from economy

Source Moneycontrol

Economy · Manufacturing

What happened to China+1 : India

What happened to China+1 : India
Economy

Time time ki baat hai !! Layoffs

Businessline
Budget · Economy · Infrastructure

Amrit Kaal : Saptarishi-7

Amrit Kaal : Saptarishi-7
Budget 2023
Economy

Bank Credit to MSME

Economic survey
Economy

Capex : Will it increase further!!

Moneycontrol
Economy

GDP vs Spending

MOneycontrol
Economy

Chart of the day : Inflation and IIP

Chart of the day : Inflation and IIP
Economy

Inflation

Businessline
Economy

MSME

MSME outlook
Businessline
Economy · Manufacturing

PMI — Optimism

Moneycontrol
Economy · Manufacturing

PLI 2.0 : Textile version

PLI 2.0 : Textile version
Business line
Economy

GDP in 2100!! Wild guesses

Klement on investing
Commodities · Economy

It’s Dr. Copper

Businessline
Economy

Staying put

Businessline
Economy

Crude Steel : China vs World

Crude Steel : China vs World
Moneycontrol
Economy

Decarbonising India

Decarbonising India
Economy · Short term trend

Discovery of Zero

Source businessline
Economy · Mega trends

2007 China = 2022 India

2007 China = 2022 India
E-Commerce · Economy · Mega trends

Discretionary Spending boom : Mega Trend

Economy

Forex is becoming EX!

Forex is becoming EX!
Digital Trends · Disruption · E-Commerce · Economy

BNPL vs Credit card

Source McKinsey
Economy

Inflation monster slowing!!

Businessline
Economy

Germany Industrial Giants Winter plans

BASF

The world’s largest chemicals company has reduced production of ammonia, a nitrogen fertiliser and input for engineering plastics and diesel exhaust fluid which relies heavily on natural gas.

It is now sourcing some of its ammonia from outside of Europe, where prices are lower, a spokesperson said.

BMW

BMW consumes around 3,500 gigawatt hours (GWh) of energy annually in Germany and Austria, three-quarters of which comes from natural gas.

The carmaker can reduce its gas intake by at least 15% compared to last year, the company’s chief financial officer said on Monday.

CEO Oliver Zipse said in August it could replace around 500 GWh of electricity from gas-powered combined heat and power plants by buying electricity from elsewhere but that doing so would significantly bump up its costs.

A spokesperson said the carmaker was still evaluating this measure. Meanwhile, it had switched off the exterior lighting on some of its buildings and advertising spaces.

CONTINENTAL

The auto parts supplier has been working since August to reduce consumption on natural gas by 20% to replace it with oil, electricity or liquid gas, it said on Tuesday.

It was also spreading purchasing across multiple sources and increasing inventory, it said.

COVESTRO

Covestro, a chemicals group which makes products including foam chemicals used in mattresses, car seats and building insulation, uses natural gas both as a raw material for its production and as an energy source.

Replacing gas as a raw material was not yet possible, and options for replacing it as an energy source were also limited, a spokesperson said, though the company was testing where it could replace the fuel with oil.

DAIMLER TRUCK

Daimler Truck’s chief executive said in a recent interview with German paper FAZ that the company wanted to switch from fuelling its power and heat plants with gas to using oil, but was caught up in bureaucracy and would only be able to switch from October.

It has already implemented some measures to reduce absolute energy consumption including switching its bulbs to LED lights and reducing the temperature in offices and production halls by two degrees Celsius over winter, a spokesperson told Reuters.

HEIDELBERG MATERIALS

Heidelberg Materials, previously HeidelbergCement, said in July it was drawing up contingency plans to switch to alternative energy sources, including oil.

LINDE

The world’s largest industrial gas company said in July it produced gases which were critical from a medical or process safety perspective and so believed it would be prioritised for gas allocation from Germany’ government.

MERCEDES-BENZ

The luxury carmaker said in July it had cut gas consumption by 10% and has not made further cuts since then, according to comments by its production chief in late September.

The 10% cuts were achieved by fuelling combined heat and power plants with electricity rather than gas as well as lowering heating in work halls.

Mercedes is investing in renewable energy capacity, building a wind park in the north of Germany, but this will not come online until 2025 and is far from its plants in the south, where there is less wind.

There, the carmaker is exploring putting solar panels on more of its roofs – but even at Sindelfingen, its most modern plant, solar can only cover 30% of its energy needs.

THYSSENKRUPP

Thyssenkrupp Steel Europe has partially trimmed production in Germany because of hesitant behaviour from customers which the company sees as signs of recession, a spokesperson said.

It has also relocated some production within Germany to its site in Duisburg, where it is able to produce its own electricity using steam generated by gas from its furnaces and plants.

“We are implementing a lot of measures we would not enforce in normal economic times, but are now necessary to save gas and electricity,” the spokesperson said.

VOLKSWAGEN

Europe’s top carmaker said at a briefing last Thursday it had reduced its gas intake by 20% through replacing the fuel with coal and oil.

The company has contingency plans in the event that its suppliers were forced to halt production including stocking up components everywhere from warehouses to ships and trains.

It has 6,000 suppliers in parts of Europe particularly vulnerable to the gas shortage, executives said in a briefing, and was looking at where else it could source from in the medium term.

Full article credit –> https://finance.yahoo.com/news/factbox-germanys-industrial-giants-preparing-162655760.html

Economy

Demand Indicators

Demand Indicators
Demand Indicators
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GDP projections

GDP projections
RBI Policy
Economy · Travel

Tourism

Forbesindia
Economy

Good things happening

Economy

Real GDP!!

Economy

Capex cycle is strong

Capex cycle is strong
BusinessLine
Economy

We are closed temporarily, Advantage India!!

Economy · Long term trend · Mega trends

BESS way

BESS way
Businessline
Economy

PLI scheme outlay

Source : Bain
Economy

Rupees vs Dollar

Business Line
Economy · Stock Markets

Festive season boost on cards?

Businessline
Economy

Steel : China vs RoW

Economy

Rise in Registration

Businessline
Economy · Stocks

Attrition

Commodities · Economy

Gas : Its Multibagger

Gas : Its Multibagger
Source : Bloomberg
Economy

Rigs

Economy

No risk at all !!

Businessline
Economy

Core industries growing

Businessline
Economy · Environment

Quantum computing : THE SAVIOUR ?

Quantum computing : THE SAVIOUR ?
McKinsey
Banks · Economy · Loans

Credit growth of PSU and PVT banks

Credit growth of PSU and PVT banks
Businessline
Economy

Expansions and recessions

Economy

K Shaped recovery in annual default rates

Economy

What market is trying to price in

Moneycontrol
Economy

Oasis of growth

Investor presentation
Economy

Cashfull!!

Disruption · Economy · Long term trend

Aatmnirbhar version : Drone manufacturing

Aatmnirbhar version : Drone manufacturing
Businessline
Economy

Top 500

Economy

Pressure on Rupee mounting

Business Line
Economy · Electric Vehicles

EV friendly state

Economy

Construction Machinery

Economy

Ste(a)el Opportunity

Economy

2014 and 2022 : Invasion impact

2014 and 2022 : Invasion impact
Source Business line
Economy · Risks

SWIFT BAN!! Implications

Economy

Energy cost

Rain Industries