The Brief: Get Ready For Earnings Downgrades
EPS estimates are projected to be slashed over next two quarters as inflation hits India Inc.
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July 2022
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March 2022
China lockdowns, chip shortage, Ukraine war cloud FY23 growth: Tata Motors
Covid-19 lockdowns in China and the Russia-Ukraine war could lead to supply chain disruptions and decline in demand, says Tata Motors.
Moody’s slashes India’s 2022 growth forecast to 8.8%
Moody’s cautioned that growing inflation and rate hikes to control it will impede India’s demand recovery momentum.
Advanced economies to recover by 2024, emerging ones to decline 5%: Gopinath
There happens to be a confluence of shocks hitting the world at a time there are very divergent recoveries in the world, says IMF's Gita Gopinath.
Don't bash India for wheat exports; look who else banned it!
At least half a dozen countries have already announced some sort of restrictive measures and more are planning to do so.
Ring-fencing From Ukraine Shock!
Russia’s invasion of Ukraine has put government’s fiscal assumptions at risk. Here’s how it can protect the economy from damage.
Guarding Against The Ukraine War Premium
Russia’s Ukraine invasion has yet again proved that in an increasingly inter-dependent world economic trouble could emerge from the most unsuspecting quarters.
Russia-Ukraine war: Global crude market to lose three million barrels per day from Russia
Russia is the world's largest oil exporter, shipping 8 million barrels per day of crude and refined oil products to customers across the globe.
Alternative financial system will emerge; dollar to remain global currency: Subhash Garg
Garg sees the U.S. dollar as a major global currency for many years to come, if not in the entire globe, at least in the U.S. block.
India stares at edible oil price spike; 90% sunflower oil came from Ukraine-Russia
Sunflower oil comprises 15% of most edible oil brands. Shipments have completely stopped since the war started
