Page 2 - El Nino
Rain check for RBI: Food inflation, El Niño risks make rate cuts unlikely
Keeping in mind the factors on crop prospects, it stands to reason that rate cuts are out, and an unchanged position can be expected.
 "Rain check for RBI: Food inflation, El Niño risks make rate cuts unlikely")
Monsoon picks up, but market bulls aren't out of the woods yet; here's why
The recent acceleration in rainfall has provided a sentiment lift, but from a fundamental standpoint, it has only partially mitigated D-Street's underlying anxieties.
 "Monsoon picks up, but market bulls aren't out of the woods yet; here's why")
Weak monsoon raises rural credit risks; cash flow stress likely: ICRA
AM Karthik of ICRA Ltd said that NBFCs slow down disbursements, tighten their credit norms and prioritise collections and loan quality over loan growth when macroeconomic headwinds intensify.
 "Weak monsoon raises rural credit risks; cash flow stress likely: ICRA")
El Niño years: Tractor sales lag; 2-wheelers & FMCG hold up, finds study
Tractor sales, the JM Financial study said, were most sensitive to El Nino conditions, recording weaker sales growth during the La Niña period, which is associated with excess rainfall.
 "El Niño years: Tractor sales lag; 2-wheelers & FMCG hold up, finds study")
El Niño, weak monsoon cloud tractor, two-wheeler sales; analysts weigh risk
Analysts said the impact of a weak monsoon would depend more on the distribution of rainfall across key agricultural regions rather than the overall national rainfall figure.
 "El Niño, weak monsoon cloud tractor, two-wheeler sales; analysts weigh risk")
El Niño impact keeps India's hydropower generation weak through July
Weak monsoon rains linked to El Niño have lowered reservoir levels, curbing hydropower generation and increasing India's reliance on coal to meet rising electricity demand
 "El Niño impact keeps India's hydropower generation weak through July")
From crops to consumers: How a weak monsoon affects India's economy
A poor monsoon can trigger a chain reaction across the economy, from lower farm output and higher food prices to weaker demand and changes in RBI policy
 "From crops to consumers: How a weak monsoon affects India's economy")
For India's urban rejuvenation, the case for practical, scalable fixes
Skipping the ideal and pushing doable urban reforms immediately is key to reviving India's sputtering city growth engines
 "For India's urban rejuvenation, the case for practical, scalable fixes")
El Niño threatens India's clean energy transition, may fuel coal reliance
India forecasts coal's share in nation's generation mix will fall to 64% by 2027 and 50% over next decade, but it remains at more than 70% even after drop in thermal power production last year
 "El Niño threatens India's clean energy transition, may fuel coal reliance")
Why Europe's heatwave has already killed 1,300 people | El Niño | France | Germany | WHO
Europe is witnessing one of the worst heatwaves in its recorded history. The ongoing heatwave has caused more than 1,300 excess deaths since June 21, according to the World Health Organization
 "Why Europe's heatwave has already killed 1,300 people | El Niño | France | Germany | WHO")
El Niño threat: Why a weak monsoon has India Inc worried | Business News
India's rainfall deficit has widened, and companies are getting nervous. A weak monsoon doesn't just affect farmers—it can hit rural incomes, consumer spending, tractor sales
 "El Niño threat: Why a weak monsoon has India Inc worried | Business News")
Best of BS Opinion: Weather risks, state finances and Trump's economics
Today's opinions examine monsoon uncertainty, RBI's NBFC framework, worsening state finances, Donald Trump's economic approach and the future of modern feminism
 "Best of BS Opinion: Weather risks, state finances and Trump's economics")
Fertilisers, FMCG: Markets not overly worried about weak monsoon just yet
According to a recent India Meteorological Department (IMD) release, India recorded 45.6 mm of rainfall by June 20 against the seasonal normal of 84.4 mm, resulting in a 46 per cent shortfall.
 "Fertilisers, FMCG: Markets not overly worried about weak monsoon just yet")
El Niño-driven heat, dryness may trigger severe haze in Southeast Asia
The developing El Niño, and the likelihood it will reach strong intensity later this year, is expected to raise temperatures and suppress rainfall in Southeast Asia
 "El Niño-driven heat, dryness may trigger severe haze in Southeast Asia")
A difficult year: El Niño concerns trigger earnings risk for India Inc
India's southwest monsoon from June 1 to June 23 has been almost 43% below normal, among its worst performances in the last several years
El Niño impact: Govt classifies 111 districts as 'most vulnerable'
A majority of the 111 'most vulnerable' districts are in Maharashtra and Madhya Pradesh; the former accounts for 22 of them
 "El Niño impact: Govt classifies 111 districts as 'most vulnerable'")
El Niño & markets: The signal and the noise for investors amid uncertainty
The strongest El Niño signal appears in the rural economy; market outcomes are often shaped by more powerful forces
 "El Niño & markets: The signal and the noise for investors amid uncertainty")
How ethanol blending and El Nino threaten to alter India's sugar trade
As El Nino threatens cane output and more sugar is diverted to ethanol, India may have less sugar available for exports, raising questions over domestic supplies, fuel targets and export earnings
 "How ethanol blending and El Nino threaten to alter India's sugar trade")
Climate-resistant crop varieties can reduce El Niño impact, say experts
Agricultural experts say resilient traditional rice varieties such as Kala Namak can help farmers withstand delayed monsoons and weather-related stress during the kharif season
 "Climate-resistant crop varieties can reduce El Niño impact, say experts")
More companies see debt instruments downgraded as financial stress rises
Share of instruments that faced such action rose to almost a five-year high in May
 "More companies see debt instruments downgraded as financial stress rises")