Economic Research Department

Daily Data Wrap I s s ue N o : 1 9 1

November 05, 2020
Issue No. 145 ‘Be the Bank of Choice for a
Transforming India’
DAILY TRACKER
COVID-19 Tracker (in Million)
Variable Unit 05-Nov-20 04-Nov-20 05-Nov-19
World - 48.54 | India - 8.36 | Maharashtra - 1.70 Call Rate (WAR) % 3.14 3.16 5.04
TREP Rate (WAR) % 2.95 2.96 4.89
ECONOMIC DEVELOPMENTS IRF Turnover (BSE+NSE) ₹ Bn 0.6304Nov 3.4103Nov 6.82
 MCA is likely to introduce amendment to IBC to include a 10 yr G-sec (5.792030) % 5.863 5.895 6.518
pre-packaged scheme for corporate insolvencies, a special Net Liquidity (O/S) ₹ Bn 5313.204Nov 5408.703Nov 2642.3
framework for micro, small and medium enterprises and 10 yr Corp. Spread bps 61.07 61.07 128.34
steps to reduce the delay in admission and disposal of cases ₹/$ ₹ 74.39 74.76 70.69
for the winter session. 1 yr NDF ₹ 77.02 77.26 73.76
Sensex - 41340 40616 40248
 Capital expenditure stood at 40% of the budgeted amount in
Nifty - 12120 11909 11917
the six months to September, down from 55.5% in the year-
SBI Share Price ₹ 219 207 319
ago period, data from the Government’s Controller General Net FII $ Mn -83.62 532.82 158.83
of Accounts show. The overall spending during the period Brent Crude $/bbl 41.2 41.2 63.0
was 49% of the budget aim compared to 53% last year. Gold $/oz 1919 1895 1484
 Mutual funds continued their selling spree for the fifth US 10yr G-sec % 0.741 0.763 1.858
straight month in October, pulling out Rs 14,344 crore from Dollar Index - 92.92 93.41 97.98
the equity markets during the month, as per SEBI data. This WEEKLY/FORTNIGHTLY TRACKER
is the highest single-month withdrawal since March 2016 Weekly Variable Unit 23-Oct-20 16-Oct-20 25-Oct-19
when they had pulled out Rs 10,198 crore. Forex Reserve $ Bn 560.5 555.1 442.6
 India continues to report a steady trend of declining active G Sec Borrowings (YTD) ₹ Bn 8220 7940 4900
cases. The active cases are less than 6 lakh for the last seven SDL Borrowings (YTD) ₹ Bn 4101 3952 2746
consecutive day and stand presently at 5,27,962. The active WMA Central ₹ Bn - - -
cases are now only 6.31% of the total positive cases of the WMA State ₹ Bn 6463 148.7 6.70
country. Fortnightly Variable Unit 09-Oct-20 25-Sep-20 11-Oct-19
 US dollar credit to non-bank borrowers residing outside the M3 % YoY 12.1 12.2 10.0
United States grew by 6% year-on-year, to reach $12.7 ASCB Deposits % YoY 10.5 10.5 9.8
trillion at end-June 2020.I n each of the three major ASCB Credit % YoY 5.7 5.1 8.9
currencies (USD, EUR, JPY), credit to non-residents grew Incremental C-D Ratio % 72.32 72.02 75.66
more slowly than credit to residents of the respective MONTHLY TRACKER
currency areas in Q2. [Refer theme] Variable Unit Sep-20 Aug-20 Sep-19
 High gold prices pushed the recycling of the yellow metal to Repo Rate % 4.009Oct20 4.006Aug20 5.1504Oct19
an eight-year-high of 41 tonnes in the September quarter, SBI 1-Yr MCLR % 7.0010Oct20 7.0010Sep20 8.0510Oct19
with both consumers and some of the distressed jewellers CPI-Combined % YoY 7.34 6.69 3.99
recycling their inventory to meet immediate cash require- Core CPI % YoY 5.67 5.77 4.02
ments. WPI % YoY 1.32 0.16 0.33
IIP % YoY -8.0Aug20 -10.8Jul20 -1.4Aug19
MARKET DEVELOPMENTS
SBI Index Yearly - 53.0Oct20 52.1Sep20 49.8Oct19
 The domestic equity market has regained its lost ground $ Bn 24.8Oct20(P) 27.6Sep20 26.2Oct19
after the bloodbath in March as better-than-expected finan- Exports
% YoY -5.4Oct20(P) 6.0Sep20 -1.7Oct19
cial results and robust liquidity. BSE Sensex index closed 0.42 $ Bn 33.6Oct20(P) 30.3Sep20 38.0Oct19
per cent higher at 41,340. Imports
% YoY -11.5Oct20(P) -19.6Sep20 -15Oct19
 Indian rupee ended 37 paise higher at ₹74.39 per dollar, Trade Balance $ Bn -8.8Oct20(P) -2.7Sep20 -11.8Oct19
amid buying seen in the domestic equity market. Volatility
FDI (Net) $ Mn 17800Aug20 3156Jul20 1851Aug19
for the dollar is expected to remain high as the FOMC policy
statement that will be released later this week. Life Insu. Pre. (New) % YTD -0.8 -6.0 35.11
 Net FII outflow today was $83.62 million (equity inflow: AUM of MFs ₹ Bn 26860 27494 24508
$22.42 million, debt outflow: $144.15 million, debt VVR in- US Non-Farm Payroll ‘000 661 1489 193
flow: $40.43 million and hybrid outflow: $2.32 million). Total QUARTERLY TRACKER
FII outflow for the calendar year is $3.7 billion. Variable Unit Q1 FY21 Q4 FY20 Q1 FY20
GDP Growth % -23.9 3.1 5.2
CAD % GDP 3.9 0.1 -2.1
THEME OF THE DAY: TRENDS IN GROWTH IN DOLLAR CREDIT OMOs ₹ Bn -27.7Q2FY21 0Q1FY21 0Q2FY20
OUTSIDE THE US Capacity Utilisation % 47.3 69.9 73.6
Gross NPA % 8.5Mar’20 9.3Sep’19 9.3Mar’19
CRAR % 14.8 Mar’20 15.0 Sep’19 14.3 Mar’19
ANNUAL TRACKER
Variable Unit FY21 FY20 FY19
GDP Growth % YoY -10.9(SBI) 4.2 6.1
Agri. & Allied % YoY 4.2(SBI) 4.0 2.4
Industry % YoY -13.0(SBI) 0.9 4.9
Services % YoY -8.1(SBI) 5.5 7.7
CAD % GDP 0.8(SBI) -0.9 -2.1
Fiscal Deficit % GDP 9.3(SBI) 4.6(CGA) 3.4
Global Growth (IMF) % YoY 5.22021 -4.4 2020 2.8 2019
EMEs Growth (IMF) % YoY 6.02021 -3.3 2020 3.7 2019