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Manas Chakravarty

Group Consulting Editor, Moneycontrol

State of Affairs: From managed disorder to systemic shock cascade

BUSINESS

State of Affairs: From managed disorder to systemic shock cascade

The Finance Ministry’s latest review warns that a dangerous global scenario once considered unlikely may now be unfolding

Moneycontrol Pro Weekender | Will this war follow the old playbook?

BUSINESS

Moneycontrol Pro Weekender | Will this war follow the old playbook?

With the Strait of Hormuz closed, Gulf states attacked, and regime change in play, markets are testing whether history's quick rebounds still hold, or if the script is being rewritten

Key trends in sectoral shares and demand drivers in the new GDP series

ECONOMY-2

Key trends in sectoral shares and demand drivers in the new GDP series

MoSPI's new GDP series (base 2022-23) paints a picture of incremental structural transformation: rising industry (led by manufacturing), resilient services, falling agricultural share, and gradual shift from consumption to investment-led growth, albeit amid rising discrepancies

Moneycontrol Pro Weekender | New GDP numbers, new economy

BUSINESS

Moneycontrol Pro Weekender | New GDP numbers, new economy

The manufacturing recovery, flagged in the Q3 corporate results, has shown up in the data as expected

IMF Staff’s Verdict on US Economy: A sugar rush with a bitter aftertaste

BUSINESS

IMF Staff’s Verdict on US Economy: A sugar rush with a bitter aftertaste

Beneath the surface of robust 2026 GDP forecasts, the IMF has issued a stark warning: US policy is boosting the rich, punishing the poor, and eroding the nation’s fiscal credibility

Decoding Economics: Dallas Fed data reveal why AI is replacing young workers while turbocharging veterans

BUSINESS

Decoding Economics: Dallas Fed data reveal why AI is replacing young workers while turbocharging veterans

A bombshell Dallas Fed report reveals AI is simultaneously creating a wage boom for experienced workers while slamming the door shut on the young

Why are markets buoyant despite uncertainty indices surging to record highs?

BUSINESS

Why are markets buoyant despite uncertainty indices surging to record highs?

Despite global and US uncertainty indices reaching unprecedented peaks in early 2026 amid trade-policy volatility, equity markets remain buoyant as investors bet heavily on continued supportive monetary easing from the Fed and pro-growth fiscal stimulus from the government to overpower near-term fog

Corporate earnings signal manufacturing surge ahead of Friday's GDP reboot

BUSINESS

Corporate earnings signal manufacturing surge ahead of Friday's GDP reboot

RBI data show double-digit Q3 sales growth by the private non-financial corporate sector, led by manufacturing's best showing in nearly three years, setting the stage for a potentially strong GDP print as the new series with the 2022-23 base debuts on February 27

TRUMP issues sweeping TYPOGRAPHY EXECUTIVE ORDER in response to Supreme Court ruling, VOWS America will 'Type its way to GREATNESS'

DONALD-TRUMP

TRUMP issues sweeping TYPOGRAPHY EXECUTIVE ORDER in response to Supreme Court ruling, VOWS America will 'Type its way to GREATNESS'

'Italics Are a Weak and Sloping Font. Everyone Knows This'

Data Story: The message from the Flash PMIs for investors

BUSINESS

Data Story: The message from the Flash PMIs for investors

Five major flash PMI releases this week paint a striking picture of a world that is growing faster outside the US than within it — with Europe recovering, Japan accelerating, India booming, and America cooling

Moneycontrol Pro Weekender | All that is solid melts into air

BUSINESS

Moneycontrol Pro Weekender | All that is solid melts into air

AI power lies not just in its intelligence, but in its speed -- and that speed is disrupting everything

Foreign holdings of US Treasuries continue to rise, but China and India are diversifying

BUSINESS

Foreign holdings of US Treasuries continue to rise, but China and India are diversifying

A $652 billion surge in foreign holdings of US Treasury securities in 2025 looks like a ringing endorsement of the dollar, but China and India have been selling

BIS says AI could widen the global divide. Can India's summit help close it?

BUSINESS

BIS says AI could widen the global divide. Can India's summit help close it?

While India is hosting its Global AI summit, the central bankers' central bank published a paper explaining why emerging economies have the most to lose from AI's rise--and what can be done to change that

Periodic Labour Force Survey: Men leave the farms, women shoulder the burden

BUSINESS

Periodic Labour Force Survey: Men leave the farms, women shoulder the burden

Services now employ more men than agriculture. But three in five women still work on farms—and over a third don't get paid

Inside the Minds of Giant Traders: What really separates Winners from Losers

BUSINESS

Inside the Minds of Giant Traders: What really separates Winners from Losers

The "magic formula" in trading isn't hidden in indicators — It's in mastering your emotions and managing risk

Moneycontrol Pro Weekender | What Q3 results reveal about India's growth trajectory

BUSINESS

Moneycontrol Pro Weekender | What Q3 results reveal about India's growth trajectory

Q3 numbers show sales accelerating, profits expanding and, importantly, companies have lined up capex

Moneycontrol Pro Weekender | Shifting Sands

BUSINESS

Moneycontrol Pro Weekender | Shifting Sands

The wild swings across asset classes are the market's attempt to price in an uncertain transition

The 16th Finance Commission’s ambitious fiscal roadmap vs the budget’s cautious glide path

BUSINESS

The 16th Finance Commission’s ambitious fiscal roadmap vs the budget’s cautious glide path

The 16th Finance Commission charts a bolder path to 3.5% fiscal deficit and 47.6% debt-to-GDP by 2030-31 than the Union Budget 2026-27’s more measured steps, yet both signal a shared commitment to long-term fiscal discipline

The Daddy of all Deals: India-US trade breakthrough resets the entire playbook

BUSINESS

The Daddy of all Deals: India-US trade breakthrough resets the entire playbook

The sharp rollback of US tariffs on Indian exports is more than a trade reset—it lowers uncertainty, revives market sentiment and reshapes India’s economic and strategic positioning

Union Budget 2026: Boxes ticked, but where’s the spark?

BUSINESS

Union Budget 2026: Boxes ticked, but where’s the spark?

The finance minister offers a steady, investment-heavy Budget that sustains momentum, but stops short of the transformative reforms needed to secure India's place in a fractured global economy

­­­­­­­­­­Moneycontrol Pro Weekender | The Sunday Budget: Low hopes, high stakes

BUDGET

­­­­­­­­­­Moneycontrol Pro Weekender | The Sunday Budget: Low hopes, high stakes

With fiscal firepower low and bond yields high, the first ever Sunday budget is set to trade fireworks for a steady hand--but could still deliver a surprise

The Economic Survey's delayed gratification delusion

BUSINESS

The Economic Survey's delayed gratification delusion

The Economic Survey 2025-26 blames India's development struggles on citizens' impatience and preference for shortcuts, but perhaps the real culprit is institutional failure that makes "delayed gratification" economically irrational

The Rupee Paradox -- India's macroeconomic triumph meets a persistent weakness: Economic Survey 2026

BUDGET

The Rupee Paradox -- India's macroeconomic triumph meets a persistent weakness: Economic Survey 2026

Beyond the headline GDP numbers, the Economic Survey sounds a cautionary note on the rupee. It ties together global fragility, capital flows, and the imperative for competitive manufacturing

IIP growth surges to 7.8%, giving Budget room to tackle debt, boost employment

BUSINESS

IIP growth surges to 7.8%, giving Budget room to tackle debt, boost employment

Amidst sustained industrial growth and robust high-frequency indicators, the Union Budget should shift focus to fiscal consolidation and targeted support for lagging employment sectors

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