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Manas Chakravarty

Group Consulting Editor

Moneycontrol

What Q2 GDP will tell us about the structure of Indian economy

BUSINESS

What Q2 GDP will tell us about the structure of Indian economy

Fuel prices remained high during the quarter and the trade deficit was elevated, so net exports are likely to continue to be a big drag 

COVID protests lay bare the contradictions of Chinese capitalism

BUSINESS

COVID protests lay bare the contradictions of Chinese capitalism

The principal contradiction in China is between capitalism and the markets on the one hand and a Stalinist state on the other

Moneycontrol Pro Weekender | The time of monsters 

BUSINESS

Moneycontrol Pro Weekender | The time of monsters 

The world is in a state of great churn. As big powers retreat, new leaders step in to make their presence felt

Unlike the rest of the world, unemployment fell in India during the pandemic

BUSINESS

Unlike the rest of the world, unemployment fell in India during the pandemic

Employment in the ‘agriculture, hunting, forestry and fishing’ sector went up from 198.2 million in 2018-19 to 223.4 million in 2019-20, in a radical change of trend

A pivot towards Chinese equities comes at India’s expense

BUSINESS

A pivot towards Chinese equities comes at India’s expense

The Bank of America survey of Asia Pacific fund managers sees policy reversals in China, which is fuelling a jump in Chinese equities, despite extreme bearish sentiment

Xi-Biden meet: stepping back from the brink 

BUSINESS

Xi-Biden meet: stepping back from the brink 

While the US wants to co-operate with China on ‘transnational challenges’ such as climate change, global macroeconomic stability, health and global food security, on the economic front it will continue to ‘compete vigorously’, code for saying that the economic war will continue 

The fall in retail inflation in October is due entirely to the base effect

BUSINESS

The fall in retail inflation in October is due entirely to the base effect

Overall month-on-month consumer price inflation was 0.8 percent in October, the highest monthly rise since May this year

Is consumer staples production really at the same level as it was five years ago?

BUSINESS

Is consumer staples production really at the same level as it was five years ago?

If the IIP numbers are correct, industrial production growth is vastly at odds with the upbeat picture of a robust recovery painted by the Reserve Bank of India and government agencies 

What the FTX meltdown is telling us

BUSINESS

What the FTX meltdown is telling us

Ultimately, cryptocurrencies, along with NFTs and SPACs, were the poster children of the liquidity bubble built up by ultra-loose monetary policy and decades of easy money

Moneycontrol Pro Weekender | Turnaround Time

BUSINESS

Moneycontrol Pro Weekender | Turnaround Time

A string of data sets point to inflation finally losing its bite. But is it too early to celebrate?

Moneycontrol Pro Weekender | Outrunning the bear

BUSINESS

Moneycontrol Pro Weekender | Outrunning the bear

As the economies try their best to ward off a hard landing, India comes out as an outlier. It’s a classic case of just staying the course amid difficult times

Moneycontrol Pro Weekender | Waiting for the Fed again 

BUSINESS

Moneycontrol Pro Weekender | Waiting for the Fed again 

Once again, the Fed rate call is back on the investor radar, not because of the quantum but the hints the central bank would drop

The UK’s share of the world economy has been steadily shrinking

BUSINESS

The UK’s share of the world economy has been steadily shrinking

India’s share of the world economy, in PPP terms, exceeded the UK’s share as far back as 1993 

A self-destructive rally?

BUSINESS

A self-destructive rally?

The Fed is failing in its objective of tightening financial conditions. And the market rally is one reason why market conditions remain accommodative 

Flash PMIs show the US, UK, Eurozone economies shrinking this month

BUSINESS

Flash PMIs show the US, UK, Eurozone economies shrinking this month

While inflationary pressures are easing, they haven’t come down enough for central banks to feel comfortable, although some of the doves will feel emboldened to argue for caution while hiking rates, particularly in view of the shrinking economy

Will Xi Jinping be China’s Stalin?

BUSINESS

Will Xi Jinping be China’s Stalin?

Xi is trying to change the drivers of the Chinese economy at a time when there is a plethora of domestic and international challenges. The odds are stacked against him

Moneycontrol Pro Weekender | The Diwali Spirit 

BUSINESS

Moneycontrol Pro Weekender | The Diwali Spirit 

In spite of all the gloom and doom pervading the landscape, Samvat 2079 makes a case for a bull case scenario

Problems of 2020s can’t be solved by policies of 1980s: UN agency

BUSINESS

Problems of 2020s can’t be solved by policies of 1980s: UN agency

Conditions in Volcker’s time were very different from those prevailing in today’s globalised, hyper-financialized and debt-ridden economy

Fund manager survey ‘screams macro capitulation, investor capitulation, start of policy capitulation’

BUSINESS

Fund manager survey ‘screams macro capitulation, investor capitulation, start of policy capitulation’

Bank of America survey says big market low will happen in first half of 2023, but stage set now for bear market rally

Ten reasons for optimism in RBI Bulletin’s state of the economy report

BUSINESS

Ten reasons for optimism in RBI Bulletin’s state of the economy report

The report cites the view that ‘India is likely to be among the few emerging economies that would be left standing after the global hurricane has passed’ 

Moneycontrol Pro Panorama | ‘There is great disorder under Heaven, the situation is excellent’

BUSINESS

Moneycontrol Pro Panorama | ‘There is great disorder under Heaven, the situation is excellent’

In today’s edition of Moneycontrol Pro Panorama: India looks to continue its relative outperformance, issue of monetary tightening divides RBI MPC, the history of political splits and symbols, India and UK need to sort out trade issues, and more

Moneycontrol Pro Weekender | How did we get into this mess? 

BUSINESS

Moneycontrol Pro Weekender | How did we get into this mess? 

Economic paradigm shifts are marked by great upheavals. Is it time for India to hold all the levers?

The worst of both worlds -- Inflation up, industrial production shrinks 

BUSINESS

The worst of both worlds -- Inflation up, industrial production shrinks 

Monetary Policy committee members have expressed concern about the impact on inflation expectations of prolonged high inflation

IMF World Economic Outlook: Consumption to drive India’s growth in the near term

BUSINESS

IMF World Economic Outlook: Consumption to drive India’s growth in the near term

With exports slowing down and only a tepid rise in investment demand, consumption will continue to be the mainstay of Indian growth